Madison and Mike discuss an article about the challenges faced by financial advisors competing with large brokerage firms. The article suggested a two-pronged approach of presenting an assigned fiduciary oath and utilizing the FINRA broker check website. Maddie and Mike emphasized the importance of finding a competent and experienced financial planner and the potential advantages and drawbacks of working with a large financial services company.
USA Today article Mike is featured in:
https://www.usatoday.com/story/money/personalfinance/2014/07/09/how-to-find-a-financial-adviser/12312291/
