Kevin O'Reilly

Financial Adviser Models

For consumers seeking the services of a financial adviser, it is often difficult to determine where an adviser's loyalties lie, and in whose best interests that adviser may be working. More than most industries, the business model of a financial adviser really matters to his or her customers, whether they know it or not. When a consumer goes to the grocery store, or even goes to buy a car, that individual rarely stops to think... (posted by Kevin 2 years 178 days ago.)

Is Your Financial Advisor Required to Act in Your Best Interests?

When the Ponzi scheme perpetrated by Bernard Madoff came to light late last year, it was perhaps the most grandiose in a long line of incidences of a financial advisor abusing the trust of his or her clients. Coupled with the 2008 performance of most investment accounts, many customers and potential customers of financial advice are wondering who they can trust. One of the... (posted by Kevin 2 years 279 days ago.)