Personal Finance Advice and Commentary

Monday, August 24, 2015 6:05 am
By Dr. Don Taylor ·

The Investor Adviser Act of 1940 turned 75 on Saturday. The act protects investors by regulating investment advisers.

Thursday, June 16, 2011 3:08 pm
By Jennie L. Phipps ·

How satisfied are you with your investment adviser? Is he or she meeting your retirement planning expectations? For the ninth year, J.D. Power and Associates has published its investor satisfaction survey. Annually, it asks more than 4,000 investors to rate their adviser on these factors. You might use these criteria to rate your own retirement