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In the News
The Qualities of an Ethical Financial Advisor: Find A Good Money Manager
Red flags that a current advisor may not be the right fit include failing to listen, using overly complex language without clear explanations or showing interest only when selling something. A better approach is to interview CFP® professionals, who are qualified through education, rigorous training and experience, and can be found through CFP Board’s website.
ForbesMary Clements Evans
November 11, 2025