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Free Download Investing and Wealth Creation in a Rigged System: How to Invest Wisely Amidst Conflicts, Hidden Fees, and Biased Advice by Billy Desai MBA CFA
English | October 11, 2024 | ISBN: N/A | ASIN: B0DJXWYPBC | 166 pages | EPUB | 0.35 Mb
Understand the deep-rooted problems of a conflicted industry:History of the Wealth Advisory IndustryConflicts of Interest: Commissions and hidden fee sharesFalse FiduciariesInefficient Asset Allocation Models: Constrained scope and inefficient portfoliosOverlooked Asset ClassesAUM, an illusion of qualityUnqualified Advisors: CFPs are not true investment professionalsFinancial Plans on Unstable PortfoliosLack of Data Analytics: Heavy reliance on subjective stock pickingFees Prioritized Over ClientsHidden Costs: Mutual funds and other high-fee productsAnnuities: A misleading sense of securityLack of Independent ThinkingInstitutional vs. Typical Portfolios: Examples of institutional investment philosophies
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