Wealth & Finance International Features Cut Through The Clutter as Critical Information for Investors

Wealth & Finance International published the first of WE Family Offices’ new series of informational white papers in the May issue of their magazine. Entitled Cut Through The Clutter, the papers provide investors with basic information to help them distinguish the various types of financial advisors, and understand the implications of working with each type.

Unfortunately for investors, in the wealth management industry, many of the players – from the big banks, to the brokers, to the mutual funds, to the hedge funds – calls themselves “advisors.” The apparent implication of the term is often that the advice a client receives from their advisor – and the institution they represent – is that the advice they get will be unbiased, independent, and unconflicted. Unfortunately for the investor, often that is not the case. Investors are frequently on their own when it comes to deciphering their advisor’s marketing messages and the fine print legal jargon to identify and understand the motivations, compensation and potential conflicts of interest inherent in most advisors’ sales-based business models.

The first paper in the Cut Through The Clutter series identifies three types of advisors: Manufacturers, Distributors and Fee-Only Independent Fiduciaries. When investors are aware of the defining characteristics of each type, they can make more a more informed decision when they decide who they want to work with to manage their wealth. Read Cut Through the Clutter, Part 1.

About Wealth & Finance International

Wealth & Finance International is a monthly publication, dedicated to delivering high quality informative and up-to-the-minute global business content.

Developed by a highly skilled team of writers, editors, business insiders and regional industry experts, Wealth & Finance International reports from every corner of the globe to give readers the inside track on the need-to-know news and issues affecting banking, finance, regulation, risk and wealth management in their region.