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USA Today

Fiduciary rule: Key steps to protect yourself from a bad financial adviser

By Adam Shell

When considering a new financial adviser, you have to ask the tough questions, says Jon Stein , CEO of Betterment, the online automated investment service. Says Stein: “Consider asking: Who makes money from my account, and how much? Do you make more money recommending some investments over others? Are you committed to acting in my best interests for all my accounts, at all times?”

If you don’t get the answers you want, “it’s okay to walk away,” he adds.

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This article originally published March 16th, 2018 on USA Today


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