How to Find an Advisor You Trust

Barron's Retirement

Read in browser Sponsored By: By Elizabeth O'Brien | Sunday, March 29 People often lean on personal ties when choosing a financial professional. Maybe the neighborhood kid who used to mow your lawn is all grown up and selling annuities, or your golf buddy's son got a brokerage job and you want to give him some business. With your financial security at stake, it's better to inject some rigor into the process. This is especially true because investor protections can be confusing. This month, federal courts put the nail in the office of a Biden-era effort to protect retirement savers from conflicted advice when they roll their 401(k)s over into another product, often on the cusp of retirement. The retirement security rule would have required that advisors at this critical juncture act as fidcuiaries–that is, they put clients' needs first. You might assume that all advisors are legally obligated to put clients' needs ahead of their own. But it's more complicated. Learn more about fiduciary standards in today's edition–and make sure you do your due diligence before hiring an advisor. CONTENT FROM: GL HOMES 55+ Florida Living at Valencia Del Mar by GL Homes Discover elevated 55+ living at Valencia Del Mar in beautiful Boynton Beach, FL. Showcasing exquisite one and two-story homes from $1.1–$2.5M and over 43,000 sq. ft. of resort-style amenities at the luxury clubhouse, including indoor pickleball, on-site dining, spa & more. Experience it firsthand with our Stay and Play program and enjoy 3 days and 2 nights in a luxury model home for just $99! Learn More BARRON'S LATEST Retirement Savers, Here's How to Find a Trusted Advisor You can look online to check if a prospective advisor has been subject to discplinary actions. How to Make Sure You Have Enough to Retire, No Matter What Nothing is guaranteed, but these five steps can help. Buy Low, Sell High Isn't Working Like It Used To The time-honored strategy doesn't work as well in momentum-driven markets. Here's what to do instead. 22 S&P 500 Stocks Yield More Than 6% Here are six that are worth buying. WHAT WE'RE READING My Brother Says Lawyers Can Get Him a Medicaid Bed for a Hefty Fee. Is this a Scam? MarketWatch's Moneyist columnist advises on the rules surrounding Medicaid-funded long-term care. RESOURCES Social Security Medicare Required Minimum Distribution calculator Getting Ready to Retire? Here's a Planning Guide for the 5 Years Before Your Last Day. Finra's Guide to Social Isolation and the Risk of Investment Fraud The SEC's Guide to Identity Theft, Data Breaches, and Your Investment Accounts Sign up for more newsletters You are currently subscribed as aymentanaze.news@blogger.com Contact us   |   Privacy Notice   |   Cookie Notice Not a subscriber? Subscribe to Barron's now Forward 4300 Route 1 North, South Brunswick, NJ 08852 ©2026 Dow Jones & Company, Inc. All Rights Reserved. Unsubscribe