Topical Currents

Finding and Evaluating a Financial Advisor


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(5-17-2017) If you’re a person of at least modest wealth, chances are you employ a financial advisor. But how does one rate such an advice-giver? And what’s the best method to find one? We visit with Kevin Neal, the founder and president of a firm called, “Moenio,” an independent client advocacy and consulting firm. They work with, and evaluate the performance of financial advisors, to ensure the best performance for an individual.
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Topical CurrentsBy Joseph Cooper