Wealth Management Exchange - Articles - Selecting & Monitoring Advisors

Selecting a Financial Advisor: What Fees Are Reasonable?

no@spam.com (Wayne Cooper) — Wed, 13 Aug 2008 10:57:36 MDT

The more control you have over your portfolio, or at least certain parts of it, the better you can direct investments towards those with low fee structures and save substantially.

Conflicts of Interest and the Trusted Advisor

no@spam.com (Gary Shunk) — Tue, 27 May 2008 06:46:54 MDT

The advisor/investor relationship contains ripe territory for real or perceived conflicts of interest. With proper handling, these potential pitfalls can be resolved before they sabotage the success of a financial plan.

Does Your Investment Advisor Have an Audited Track Record?

no@spam.com (Howard Aschwald) — Wed, 09 Apr 2008 14:12:06 MDT

With the recent market turmoil, investors are looking for more credibility and transparency from their advisors. Institutional investors have long demanded audited track records from advisors to confirm performance claims. Now many private investors are doing the same.

How to Manage Your Team: Don't Cede Control of Your Wealth to Investment Advisors

no@spam.com (Wayne Cooper) — Wed, 27 Feb 2008 11:20:57 MST

Most of my advisors have told me "It's best for us to be your quarterback and oversee all your investments vs. having multiple firms manage your money."

How to Select a Family Office As Wealth Manager

no@spam.com (Maria Neary and Jon Persson) — Wed, 27 Feb 2008 11:14:15 MST

A primer on what to expect in terms of service and capabilities.

Which Advisor is Best?

no@spam.com (Jack Waymire) — Tue, 26 Feb 2008 14:19:23 MST

Advisors don't provide audited track records. So how do you shop for the best? Answer: Very carefully.