The excerpt below came from a press request network I’m a part of.
Real people write to media outlets. Then reports pick up the request and ask professionals for help/quotes.
As you can imagine, I jumped all over this one.
What these people describe is the typical relationship with “traditional” financial advisors.
As you know, Financial Zen is the antithesis of this…
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Outlet: MarketWatch
Topic: A reporter is working on a story and would like thoughts and insights on the following prompt…
I am being overcharged fees. We have accounts with a large financial institution and what they provide is not in any way worth what they charge. What should I do?
Our financial advisor set us up for our retirement plan and said we are locked in and the market dropping will not affect us. But she never connects with us unless we call her. Does this sound right?
After too many years of paying for oversight, I finally woke up to the reality that it cannot be in the investor’s best interest as long as the manager is rewarded for assets under management. Do you agree or disagree?
