Titles for 'certified,' 'accredited' financial advisers can be misleading
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What's in a title when it comes to selecting a financial adviser? There are now more than 90 designations conferred by 72 associations. Many certifications are little more than correspondence courses, while others ensure that the professional has studied and practiced financial planning for years.
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Morningstar Inc., the firm that millions of investors rely on to rate the performance of mutual funds, is under investigation by the Securities and Exchange Commission for failing to properly correct inaccurate data it published about a mutual fund.
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A few miscalculations can wreck a lifetime of saving and investing.
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What you don't know about your 401(k) can really hurt your retirement.
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Pay attention to details and you might be shocked at how little your bank pays you.
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THE REGION Massachusetts Secretary of State William F. Galvin charged two sales representatives with acting as unregistered investment advisers and improperly promoting annuities to senior citizens. Galvin alleged Michael Mark DelMonico of Uxbridge sold inappropriate high-commission annuities. DelMonico's attorney, Howard D'Amico, said his client denies wrongdoing. Galvin also charged John Christopher Huck of Princeton with offering financial counseling to investors ...
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Picking the right financial planner requires some homework and asking the right questions.
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The brokerage you're using may not best serve your needs.
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Elderly clients thought they had every reason to trust Michael DelMonico as a financial counselor. After all, the Massachusetts insurance agent had become a "Certified Senior Adviser" in 2002, a credential he made sure to advertise on fliers sent to retirees.
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Q A friend gave me an article you had written about personal finance. You used a schoolteacher as an example, showing how we can make bad choices in our attempt to save money. I have been using a manager for about 10 years, but I now know he is probably not a good choice since he has front-load investing and ...
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Mutual fund fees may look small, but they can eat much of your earnings.
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Think twice before assuming you're using the right card.
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Participants in 401(k) plans may be losing thousands of dollars in retirement savings because of sponsor fees, a report said yesterday. It urged that investors be given a clearer picture of the fees they pay.
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Two isn't always more than one. With mutual funds, whether two managers are better than one depends on the individual fund.
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As personal advisers proliferate, credentialing varies.
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Putting off reviewing your financial statements can be a costly mistake.
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There are times when having an English degree comes in handy for looking at the business world. This is one of those times because the only way to grasp the essence of the Hewlett-Packard and "backdated" stock options scandals is to speak in plain English instead of using euphemisms that obscure...