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Investment Adviser Credentials to Use as Hiring Criteria
Lawton Retirement Plan Consultants Link to more items from this source
Sept. 20, 2016

"Look for the Accredited Investment Fiduciary (A.I.F.) designation.... Hire a professional who works for a firm whose core business is providing investment advice.... Don't hire an investment adviser that is also an asset manager or recordkeeper.... Check the background of the advisers you are thinking of hiring using BrokerCheck.... Since your on-going relationship is going to be with the consultants servicing your business, make sure you spend the majority of your time during the sales process talking with them, not the sales professionals."  MORE >>

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