Wednesday, March 10, 2021

How 'independent' are financial advisor finding services?

financial advisers near me

It seems like many internet intermediaries which offer an ostensibly 'independent' service for finding financial advisors are in fact owned or part-owned by the financial advisors themselves. This calls into question the extent to which these sites are actually 'independent'. In a number of instances website visitors searching for financial advisors in their area discover that its the same advisory practice that they are referred to every time! The situation isn't confined just to financial advisors either. It's been the case that insurance companies have themselves owned price comparison sites for individuals searching for cheaper car insurance. When searching for services through internet intermediaries its always worth asking the question - is your company owned or co-owned by any of the companies listed on your site? The answer might surprise you.

How are financial advisors acquiring new clients during the pandemic?

A survey by FTAdviser has revealed that 1 in 5 financial advisors are looking for new ways to generate new business, with a substantial pro...