The Multi-Hat Advisor Trick

Bob Stowe |

We try hard to make a habit of writing our own blog material, yet a fellow fee-only planner from North Carolina, Karen Keatley, wrote a great piece that we would like to share. She talks about a major issue in our industry of customers getting confused between 'fee-only' and 'fee-based' advisors. Fee-based advisors often wear different "hats" meaning they can be a financial planner part of the time and a salesman the other part of the time. So they are fiduciaries right?  Click below to view the article.