Is it Time for a Different Kind of Advisor?
Submitted by SmithReed on February 23rd, 2016
Maybe you’re not actually dissatisfied with your current financial advisor—it’s just that you have the nagging feeling you’re not getting the attention or the kind of advice you really need.
You’re not alone. It’s a common concern among investors who have accumulated substantial wealth. In more and more cases, they are turning to an RIA.
See what makes an RIA different in this overview from Worth Magazine.