Home: Authors: Stewart R. Massey

Status: Member since September 3, 2010
Location: United States Minor Outlying Islands
Articles: 1 Active Articles, resulting in 21 views
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Many wealth managers approach investors positioning themselves as “trusted advisors”. Can you develop this type of relationship with someone who is compensated for selling product, or should you seek out a wealth manager who operates without conflicts of interest between the firm and the client? One of the biggest complaints investors have is that they feel they are being “steered” towards specific investments by their advisor.