Why Having a Financial Professional Matters What kind of role can a financial professional play for an investor? The answer: a very important one. While the value of such a relationship is hard to quantify, the intangible benefits may be significant and long-lasting. There are certain investors who turn to a financial professional […]
SCROLL DOWN FOR VIDEO The Transition of Wealth from one generation to another is, unfortunately, an event that we only can prepare for but not participate in. Therefore, many of us do not really want to spend too much time taking the necessary steps to be sure that such a transition will take place […]
A quick look at the changes coming for retirement accounts. Provided by HighTower Palm Desert Rules are changing concerning investment professionals and retirement accounts. In the eyes of many, the change is good. The “fiduciary rule” is going into effect in June. This Department of Labor rule stipulates that any financial industry professional who makes […]
What designations let you know that a financial professional will abide by the Fiduciary Standard rule? Provided by HighTower Palm Desert This year, the Department of Labor intends to introduce a new rule regarding retirement plan accounts, with full implementation envisioned by 2018. Under this new rule, financial professionals who consult retirement savers will be […]
Transparency is Not Enough: Why the Financial Industry Must Embrace Accountability by Elliot Weissbluth, CEO at HighTower. Back in 2013, I called out the financial services industry for being less transparent than the tobacco industry based on a report about the conflicts of interest inherent in some firms’ business models. Conversations about […]
The Fiduciary Standard By Rick Blanke Fiduciary was the buzz word in 2016, and the investing public still has questions about its meaning in 2017. The best way to understand it is to you give examples of what it is and what it’s not. Your Attorney and your Certified Public Accountant are fiduciaries. […]
Is the Fiduciary Standard a Plus for Investors? Will it make a difference in the quality of the advice they receive? Provided by HighTower Palm Desert Next year, the Department of Labor is scheduled to introduce new rules regarding retirement planning. Under these rules, any financial services industry professional who makes investment recommendations to […]
Blanke Schein Wealth Management is registered with Hightower Securities, LLC, member FINRA and SIPC, and with Hightower Advisors, LLC, a registered investment advisor with the SEC. Securities are offered through Hightower Securities, LLC; advisory services are offered through Hightower Advisors, LLC.
This is not an offer to buy or sell securities. No investment process is free of risk, and there is no guarantee that the investment process or the investment opportunities referenced herein will be profitable. Past performance is not indicative of current or future performance and is not a guarantee. The investment opportunities referenced herein may not be suitable for all investors.
All data and information reference herein are from sources believed to be reliable. Any opinions, news, research, analyses, prices, or other information contained in this research is provided as general market commentary, it does not constitute investment advice. The team and Hightower shall not in any way be liable for claims, and make no expressed or implied representations or warranties as to the accuracy or completeness of the data and other information, or for statements or errors contained in or omissions from the obtained data and information referenced herein. The data and information are provided as of the date referenced. Such data and information are subject to change without notice.
This document was created for informational purposes only; the opinions expressed are solely those of the team and do not represent those of Hightower Advisors, LLC, or any of its affiliates.