JMF Capstone Wealth ManagementHonesty Tops Any Checklist When Looking for an Adviser – JMF Capstone Wealth Management https://www.jmfcapstone.com An Alabama registered investment advisor Fri, 21 Nov 2025 19:30:19 +0000 en-US hourly 1 https://wordpress.org/?v=5.1.22 Honesty Tops Any Checklist When Looking for an Adviser https://www.jmfcapstone.com/2016/05/09/honesty-tops-any-checklist-when-looking-for-an-adviser/ https://www.jmfcapstone.com/2016/05/09/honesty-tops-any-checklist-when-looking-for-an-adviser/#respond Mon, 09 May 2016 09:00:48 +0000 http://evolvemypractice.com/?p=2774 Now that more financial professionals are going to have to act in their customer’s best interest, where can you actually find someone who will really, truly, for sure do that? It seems like a simple question, but it’s not. I’ve been around the financial planning industry for 20 years, and one of the hardest (and...

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]]> Now that more financial professionals are going to have to act in their customer’s best interest, where can you actually find someone who will really, truly, for sure do that?

It seems like a simple question, but it’s not. I’ve been around the financial planning industry for 20 years, and one of the hardest (and most common) questions I’m asked is, “How do I find an adviser who I can trust?”

Read the rest of the article on The New York Times.

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