79 - Consolidator Conflicts
TRAP: The Real Adviser Podcast
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Navigating Transparency in Financial Advisory
This chapter examines crucial questions consumers should ask their financial advisors, highlighting issues of transparency and potential conflicts of interest. The conversation critiques Vanguard's handling of client onboarding bonuses and delves into the consequential effects of consolidators in the advisory landscape. Emphasizing the importance of respectful professional discourse, the speakers advocate for better communication and greater client-centered practices within the industry.
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