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Newspaper
Holland Sentinel
Location
Holland, Michigan, United States of America
Date
Sep 19, 2017
Page
12
Financial advisors help with money decisions from investments to goals. fiduciary status guides client interests, with RIAs and CFPs often bound by it. Fees vary by model, and robo, broker, and commission based advisers differ in conflicts and duties.
Wells Fargo says up to 3.5 million unauthorized accounts may exist, up from 2.1 million, widening potential refunds and credits. The bank will pay an additional 2.8 million, adding to over 3 million already announced, with review dating back to 2009.
A financial planner explains that saying no and then giving in trains Givers to expect more. Recognize enabling patterns and build a plan to refuse requests with clear limits. Offer alternatives like paying essential bills, budgeting help, or professional coaching while enforcing a deadline and staying consistent.
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