In the News

Title

How to sidestep 3 unethical financial adviser tactics

Document Type

Article

Publication Date

3-26-2018

Abstract

“There’s plenty of opportunity out there for someone who’s unethical,” warns Harold Evensky, chairman of wealth manager Evensky & Katz. That’s especially true when that someone is a financial adviser, he says, so investors need to carefully select whom to trust.

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