Finding Trustworthy Financial Advice

Press Coverage

  • Financial Planning Magazine – “A ‘Grave’ Threat to the Advisor Industry”*
  • ETF.com – “What Women Want From Advisors”
  • WSJ.com – “The Most Important Factor In Picking A Fund Manager”*
  • WSJ.com – “Why Obama’s Fiduciary Standard Proposal Doesn’t Go Far Enough”*
  • CNBC – “Finding the Right Advisor: It’s Complicated”
  • Forbes – “5 Things to Listen for When Looking for a Financial Advisor”
  • Today – “Five Questions a Financial Planner Should Ask You”
  • Real Simple Magazine – “Do You Need a Financial Guru?”
  • Financial Planning Magazine – “Buckingham Adds Women Investor Advocate Manisha Thakor”
  • Santa Fe New Mexican – “Financial Adviser Helps Clients Cruise the ‘Right Lane’ of Wall Street”
  • RIA Biz – “One Santa Fe Woman’s Female-Centric Approach To Advice Is Attracting Clients To Her Iconoclastic RIA”
  • RIAbiz – “Why Solo Practices Are Far From Extinct”

Video

  • [Video] CNBC – “Key Questions To Ask Your Financial Advisor Now”
  • [Video] CNBC – “Do You Really Know How Much You Pay Your Financial Advisor?”

Podcasts

  • [Podcast] Third Act – “Women and Wealth: Financial Compatibility with Your Partner & How to Find a Financial Advisor”

* = access behind a paid-media wall might be required