Articles on Wealth Management Topics

In other Articles on Wealth Management Topics, we've discussed the confusion that many consumers of financial services have regarding terminology such as "fiduciary". Another misconception that many people (including related professionals) struggle with is the difference between Fee-Only and fee-based financial advice.

It is revealing that Prof. Kent Smetters, a faculty member at Wharton, one of the country's best business schools for studying finance, is a strong proponent of "Fee-Only", fiduciary financial advisors. You can read his recommended criteria for choosing a financial advisor here.