How to sidestep 3 unethical financial adviser tactics
Jamie Patrick Hopkins
“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.
Royal, James F., "How to sidestep 3 unethical financial adviser tactics" (2018). In the News. 2755.