Presented without comment

Okay, no comment Рbut maybe a question: Would a fiduciary advisor, giving holistic advice to clients, be recommending they take on more debt?

Sure, you can call this “wealth management” but I wouldn’t classify it as financial advice.

I send you now to the New York Post for a story I began talking about before just about anyone (see here)…

Morgan Stanley sales contest raises conflict-of-interest concerns (NYP)

Read also:

How MS Brokers Stopped Worrying and Started Loving Securities-Based Loans (AdvisorHUB)

 

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  1. w88 commented on Sep 20

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