A financial advisor is someone who assists with and, in some cases, manages your finances. The term financial advisor, however, refers to a wide array of professionals who render different kinds of services. Types of financial advisors include investment managers, broker-dealers, and certified financial planners just to name a few. In this article, we’ll tackle…

By Todd Fithian Finally, industry regulation and public demand is at the root of shaping the future of the financial services industry, specifically related to how advice is being given from a fiduciary perspective, and I couldn’t be happier. For much of our nation’s history, and most of our lifetimes, people have followed a predetermined path….