Finding the right financial planner can be a confusing process. To simplify the search, the SEC has released a new bulletin that contains tips for finding one. It also contains a list of questions consumers should ask planners - and that all planners should be prepared to answer.
"Just like a grocery store offers more products than a convenience store, some financial professionals offer a wide range of products or services, while others offer a more limited selection," the bulletin says, after urging consumers to read all documents provided by a prospective planner before hiring him or her.
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