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Your ‘Wealth Advisor’ Probably Isn’t One

Last week, I wrote about an experience I had with a broker who took offense at the use of the term “broker” in a talk I gave to a group of investors. I found that odd because he is employed by a large brokerage firm. So I asked what he wanted to be called, and he said “wealth advisor.”

The deceptive use of “wealth advisor”

That exchange (which escalated into a complaint he filed with the event organizers for having me speak to this group of investors and expose active management as a zero-sum game) gave me pause. Why are brokers so sensitive about being called “brokers”?

Read the rest of the article at The Huffington Post.


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