This guest column is written by Dean Wiech, Managing Director at Tools4ever.

Read more...

Guest column written by David B. Mandell, JD, MBA, and Andrew Taylor, CFP.  This is the second part of a two-part series. The first part can be found here.

As financial advisors to hundreds of physicians throughout the U.S. and lecturers to thousands more, we have seen a sharp increase in the last few years of questions about how investment firms, including ours, make money from their clients.  Physicians are not alone, as a 2011 survey by Cerulli Associates and Phoenix Marketing International found that nearly 2 out of every 3 investors in the survey were confused about how they were paying their advisors. Read more...

Guest column written by David B. Mandell, JD, MBA and Andrew Taylor, CFP.

As financial advisors to hundreds of physicians throughout the U.S. and lecturers to thousands more, we have seen a sharp increase in the last few years of questions about how investment firms, including ours, make money from their clients. Physicians are not alone, as a 2011 survey by Cerulli Associates and Phoenix Marketing International found that nearly 2 out of every 3 investors in the survey were confused about how they were paying their advisors.
Read more...