How to Select a Financial Planner
Welcome to the Wild Wild West also known as the U.S. financial advice industry.
There are approximately 300,000 financial advisors in the U.S. according to Cerulli Associates. And arguably, the number of people who hold themselves out as comprehensive financial advisors and wealth managers is even greater, given the proliferation of certification and designation programs. In fact, according to the Financial Industry Regulatory Authority (FINRA), there are 170 professional designations for financial advisors, and a confusing alphabet soup of varying degrees of quality. Want to know more about how to judge a financial planner’s worth?
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