Tag Archives: financial advisers

6 tips to help credit-challenged clients improve scores

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If you have clients who are struggling to get their finances in line while preparing to buy a home, here is some advice you can give them to help get their credit scores in good shape and keep them healthy moving forward. Continue reading →

What the New ‘Best Interest’ Rule to Protect Investors Will Do

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Last week, the Securities and Exchange Commission (SEC) adopted a rule to protect investors from bad brokers. The “Regulation Best Interest” (or BI) is the SEC’s answer to the Obama administration’s planned “fiduciary rule,” which the Trump administrat… Continue reading →