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Who Can You Trust With Your Money?: Get the Help You Need Now and Avoid Dishonest Advisors by Bonnie Kirchner - CFP, MST

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Index

Numerics

1099R, 7

1099s, 7

12B-1 fees, 45, 167

A

A shares, 37

AAII (American Association of Individual Investors), 156

AAMS (Accredited Asset Management Specialist), 22

AARP (American Association of Retired Persons), 156

accessibility to financial advisors, 135

Accredited Asset Management Specialist (AAMS), 22

Accredited Financial Counselor (AFC), 22

activity, 131-132

administrative and management fees

annuities, 45

ETFs, 46

index funds, 46

mutual funds, 45

advisor-client relationships, 127-130

advisors (financial advisors), 18, 77

accessibility, 135

to avoid, 107-109

checking out, 101-103

choosing, 77-79

interviewing, 81-82

compensation, 31, 47-48

combination fee and commission, 33

fee offset, 33

fee only, 32

financial planning, 50

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