Investors Can Expect More Transparency From Wealth Managers
Wealth managers who are trying to regain the trust of their investor clients will have to be more transparent. Profits for wealth managers nosedived in the wake of unprecedented financial turmoil, investment scandals and the world wide wealth decline, according to a new report published by PricewaterhouseCoopers LLP. Damage has been done to the critical element of trust at the heart of the relationship between affluent clients and wealth managers.

Investor Fraud: How to Stay Clear of More Bernie Madoffs
It seems like the financial media is full of articles almost on a daily basis of another investment firm being charged with investor fraud. And no matter how many warnings are issued, included many by Wealth Management Exchange, the toll continues to mount.

Dos and Don'ts For My Financial Advisor
Frankly, my financial advisor could do better, a lot better. I don't necessarily mean better returns, nice though that would be. I mean customer service, bedside manner, call it what you will. But basically it's adding value to the relationship.

Why I'm Firing My Advisor
The author is not alone in his dissatisfaction with advisors. A recent survey found that 86% of high net worth investors would recommend avoiding their advisors' firms and 81% would "take money away" from their advisors.

Selecting a Financial Advisor: What Fees Are Reasonable?
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
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?
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.

Trust Equity: Critical Link Between Investors and Advisors
Trust builds equity between investors and advisors. Wealth advisors today are giving more attention to what is being termed "life planning," or "client-centered planning," to help establish trust with investors.

How to Manage Your Team: Don't Cede Control of Your Wealth to Investment Advisors
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
A primer on what to expect in terms of service and capabilities.

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