by Springwater Wealth | Jul 31, 2018 | Newsletter
The field of financial planning has existed for almost 50 years. It emerged when a small group of advisors working for banks, brokerage firms and insurance companies decided to band together to provide planning services to their clients rather than just selling them...
by Springwater Wealth | Oct 13, 2014 | Investment Management, Services, Wealth Management
An October 10, 2014 New York Times article featured yet another consumer belatedly questioning whether the financial advice they were given by an investment broker was truly in their best interests. The couple in the story say they didn’t realize that their broker...
by Springwater Wealth | Sep 25, 2014 | Investment Management, Services, Wealth Management
Marketwatch contributor Mark Hurley recently wrote an article castigating the financial media for producing what he calls misleading lists of the “best” financial advisors. According to Hurley, more than half of firms included in a typical “best wealth...
