Think Your Financial Advisor Has Your Back? These 5 Red Flags Say Otherwise

Red flags of a problematic advisor relationship include failing to act as a fiduciary, hiding or overcharging fees, guaranteeing returns and poor communication. CFP® professionals are bound by CFP Board’s Code of Ethics and Standards of Conduct to act in clients’ best interests, and they can be found on CFP Board’s LetsMakeAPlan.org website.

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