In the News

Title

Fire Your Financial Advisor If He Follows Any of These 12 Doctrines

Document Type

Article

Publication Date

7-25-2017

Abstract

Investors are typically loath to change their financial advisors for fear of change, often insulting their advisor because their parents or a friend referred them or being unsure on how to find another one. Not all financial advisors are alike, though, and many of the designations given to them can be easily obtained by anyone who is able to pass a weekend exam, said Jon Ulin,a managing principal of Ulin & Co. Wealth Management in Boca Raton, Fla.