First – what is a conflict of interest? Investopedia describes it as “A situation in which an entity or individual becomes unreliable because of a clash between personal (or self-serving) interests and professional duties or responsibilities.”
How are you supposed to figure out who to trust with your life savings?
My goal is to shine a light behind the curtain and arm you with information.
This set of articles, “The Advisor Series”, will help you understand the basics of pricing models, typical services provided, issues like conflicts of interest, and questions you should ask when deciding to work with a financial advisor/planner.