5 costly secrets financial advisers may keep from you (but you definitely should know about)

5 costly secrets financial advisers may keep from you (but you definitely should know about)
·4 min read

1. ‘I use the same investments within most client portfolios.’ “They might just change the allocation to each investment depending on different client situations, goals, risk tolerance and time horizon,” says Tiffany Lam-Balfour, investing spokesperson at NerdWallet. This isn’t always beneficial to the client, nor does it take into account the individual’s interests or goals.

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