Robo-Advisor Clients Should Worry About Synapse
Last year, a fintech company called Synpase went bankrupt, affecting bank accounts of over 100,000 clients. This bankruptcy sent shockwaves through the…
Category
Choosing an Adviser
Questions You Should Ask Your Financial Adviser
Working with a financial advisor can be one of the most important decisions you make for your financial future. A good advisor acts as a trusted guide,…
Why I Cover My Clients' Commissions
Most retail securities brokerages now offer commission free trading. However, I elect to use a brokerage platform that still charges commissions (IBKR…
Avoid Sketchy Financial Adviser Fees
How much is your financial adviser charging you? You might not know, and if you think you know, you might be wrong. The industry is rife with deceptive…
Seven Layers of Investor Protection at Luther Wealth
Investor protection is probably the 1 thing I spend time thinking about at Luther Wealth. As an independent financial adviser, it can be tough for a…
Acorns is Overpriced and Underpowered
I have been hearing a lot lately about Acorns. It's a savings app which automatically rounds your card purchases up to the nearest dollar and invests that…
What Happens At Your First Financial Adviser Meeting?
So, you've done your homework, you've researched financial advisers, you've been reading the LWM blog, and you've made the decision to call up Luther…