Investoradio - The Sound of Money

Investoradio - The Sound of Money


IR-5.22.14: Good Advice. Bad Execution.

May 22, 2014

Many ads for financial services firms give great general advice. Why can't the specific advice and products offered be good for you, too? A client discover a hidden surpise in the form of high mutual fund surrender fees. Isn't it time for everyone in the investment advice business to be required to do what's best for clients?