Helping investors select financial advisors to get BETTER FINANCIAL ADVICE
Evidence-Based Educational Resources
Research
At AdvisorSmart® we study the sources of financial advice and publish research on how to find an advisor. Specifically we study financial advisor Type Definition, Conflicts of Interest, Cost Studies, Financial Advisor Search and Selection as well as Personalized Research on Financial Advisors for Investors. Get educated to find an advisor with AdvisorSmart® research via our articles, white papers, blogs, books and public presentations. Check out some of our free educational resources in the page below.
Web Sites for the AdvisorSmart® Investor
Web Sites
Better Markets https://bettermarkets.org/
CEFEX https://www.cefex.org/
Fi360 https://www.fi360.com/
FINRA BrokerCheck https://brokercheck.finra.org/
Institute for the Fiduciary Standard https://thefiduciaryinstitute.org/
Investment Adviser Search https://www.investmentadvisorsearch.com/
NAPFA https://www.napfa.org/
SEC Action Lookup (SALI) https://www.sec.gov/litigations/sec-action-look-up
SEC Investment Adviser Public Disclosure (IAPD) https://www.adviserinfo.sec.gov/IAPD/Default.aspx
Violation Tracker financial offenses | Violation Tracker (goodjobsfirst.org)
AdvisorSmart® Research - White Papers
AdvisorSmart® Research - White Papers
AdvisorSmart® research to help educate you about the different types of financial advisors.
AdvisorSmart® Beyond the Book Materials
Free AdvisorSmart® Beyond the Book Bonus Materials
Register to be an AdvisorSmart member to access Free Bonus Beyond the Book materials: