Summary: The words we use to describe ourselves can give us a wind at our backs, or they can generate a wind in our faces. This especially applies to the financial planning sector, in part because the profession has yet to define itself in the public mind with crystal clarity.
 The terms adviser, financial planner, fiduciary and fee-based are often used far too casually. If professionals and the press use them more precisely, the public may ultimately notice."Bob Veres, Financial Planning columnist, publisher of Inside Information. |
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