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Honesty Tops Any Checklist When Looking for an Adviser

Now that more financial professionals are going to have to act in their customer’s best interest, where can you actually find someone who will really, truly, for sure do that?

It seems like a simple question, but it’s not. I’ve been around the financial planning industry for 20 years, and one of the hardest (and most common) questions I’m asked is, “How do I find an adviser who I can trust?”

Read the rest of the article on The New York Times.


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