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Please conduct your own diligence on any wealth manager you are considering hiring. And that’s why I’m writing this blog; because I feel that financialadvice rendered by the hour is a great thing for the American public (for the reasons we’re going to discuss below). CFA designation, correct.
Feeonly advisors can now purchase annuities for their clients without having to be licensed agents. Macchia mentions that there are firms that have sprung up offering no load products, products that report into your portfoliomanagement system, wrap-able products, etc.
I do believe it should be different regulated differently from portfoliomanagement, which is the typical definition of the registered investment advisor, but that it shouldn’t be the CFP Board that is controlling the regulatory environment for financial planners.
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