SYM News

Who is your financial advisor really working for? Part 2 of 3

People like to ask financial advisors for “the next hot pick” in the stock market. Though a true professional won’t venture a serious guess to that inquiry, you can be sure he or she can offer something more valuable than a stock tip. Part 1 addressed the first two of five questions people really should ask when coming face-to face with a wealth advisor or anyone selling investment products. SYM clients and friends will recognize how quickly these next two questions reveal whose interests are likely to take priority in any future relationship. Not a SYM client? Put your current advisor to the test.

 

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Who is your financial advisor really working for? Part 1 of 3

People like to ask financial advisors for “the next hot pick” in the stock market. Though a true professional won’t venture a serious guess to that inquiry, you can be sure he or she can offer something more valuable than a stock tip. Below are five questions people really should ask when coming face-to face with a wealth advisor, or anyone selling investment products. SYM clients and friends will recognize how quickly these five questions reveal whose interests are likely to take priority in any future relationship. Not a SYM client? Put your current advisor to the test.

 

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SYM Financial Advisors announces new South Bend office location

South Bend, IN - Sixteen years after first opening a South Bend office location, Winona Lake-based SYM Financial Advisors announces a move to the Leighton Plaza Office Building, 130 S. Main St, Suite 325, South Bend. 

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Fellowship Missions holds Soles for Souls shoe and sock drive now through Memorial Day

Warsaw, IN –Eric Lane, founder and executive director of Fellowship Missions Homeless Shelter in Warsaw, has found that well-fitting, clean shoes and socks are some of the most basic necessities that go unnoticed for people on the margins.

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A Step in the Right Direction – The DOL’s Revised Fiduciary Rule

On April 6, 2016, the Department of Labor (DOL) released its new fiduciary rule. Discussed and debated for almost a year, the final provisions offer a stricter interpretation of who in the financial industry must serve as a fiduciary and how disclosures must be made to investors. Implementation of the new guidelines is scheduled to take place between April of 2017 and January of 2018.

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