In order to be more transparent, financial advisors should strive to eliminate jargon when conversing with clients, argued Kimberly Foss, founder and president of Empyrion Wealth Management in Roseville, Calif., in a recent Financial Planning
column. Among the offenders she cited: adding alpha, yield curves, basis points and efficient frontiers.
We asked a few advisors to add the buzzwords that they thought confused clients -- and to offer us alternative phrasings where possible. Click through to see their list, or read Foss full column here
. -- Kayan Lim