Where Did You Go To School?

This week’s Intelligent Investor raises an interesting point; most investors ask advisers how much they are getting paid for the products they sell but, seldom raise an equally important question which is how did you learn about this product? The financial services industry is well aware that between 2014 and 2018 an estimated $ 2 trillion dollars will roll out of 401(k) plans and into self-directed IRAs. The article proceeds with a story about a financial services company that offers free co...