Today, many investment advisors operate as a subsidiary of another larger, parent firm. For example, Merrill Lynch often has affiliations and partnerships with smaller firms or stand-alone advisors and LPL Financial is comprised of a network of advisors backed by the platform. Affiliated advisors ca...
How do I find a fiduciary financial advisor near me? Are there any financial advisors in my area? What does it mean to be a fiduciary? How do I understand my financial settlement? How do I plan for medical emergencies? When do I take Social Security? Will my spouse be okay if I pass...
Some financial advisors are fiduciaries, obligated by law to act in your best interest as they manage your assets or money. Rather than operating out of self-interest (such as recommending insurance policies or investments in pursuit of fees and commissions), afiduciary advisor is obl...
I'm Bridget Sullivan Mermel. I started my fee-only financial planning firm because as a CPA, I saw that so many people wanted a financial planner, but were getting self-interested salespeople and investment advisors with questionable value. I became a CFP®, then I found that I love the...