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Time-tested Advisers

机译:经过时间考验的顾问

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When it comes to selecting a financial adviser, academic degrees, posh offices, and a big client roster may be impressive, but knowledge and skill gained by investing through market cycles count for far more. To find some of the most seasoned pros-and get their timeliest investing ideas-Business Week asked Jack Waymire, founder of the Paladin Registry, a service that ranks advisers for individual investors, to comb his database of more than 1,000 advisers. To be in the registry, advisers must be independent, have clean compliance records, and be mainly compensated by client fees, not commissions on products.
机译:在选择财务顾问时,学位,豪华的办公室和大客户名册可能会给人留下深刻的印象,但是通过在市场周期中进行投资而获得的知识和技能的价值更大。为了找到一些经验最丰富的专业人士,并获得他们最及时的投资建议,《商业周刊》要求圣骑士注册处的创始人杰克·韦米尔(Jack Waymire)整理他的1000多名顾问的数据库,该服务为个人投资者提供顾问服务。要进入注册中心,顾问必须是独立的,具有干净的合规记录,并且主要由客户费用补偿,而不是产品佣金。

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