A form of financial advice where all compensation received by the financial advisor is paid directly by the client. Fee-only advice seeks to eliminate conflicts of interest that may exist when financial advisors receive compensation based on product recommendations and transactions.
Is there a sense of “swimming upstream” when trying to propagate goal-based investing--as described in your new book Risk Less and Prosper--among existing financial advisors? Conventional practices and economic incentives are so heavily skewed towards modern portfolio...
Veritat is a start-up seeking to leverage process and technology innovation to scale a business model that is typically saddled with persistent and burdensome variable costs. If successful, Veritat will be able to deliver premium services to a mass audience.
As a registered investment advisor (RIA) that adheres to the fiduciary standard, Veritat provides comprehensive financial planning services through financial advisors who are employed by the company and share a common sense of mission.
We spoke with Dr. Kent Smetters who is the President of Veritat and a professor at the Wharton School at the University of Pennsylvania.
Annuity Digest: How did Veritat come into existence?
Dr. Kent Smetters:...
Glenn Daily is one of the top financial advisors in the country.
Specializing in life insurance and annuities, Glenn is widely...
Fee Only Advisor
NAPFA is the National Association of Personal Financial Advisors.
NAPFA membership consists of financial advisors who provide comprehensive...
