The CFA Institute is a global organization dedicated to developing and promoting the highest educational, ethical and professional standards in the investment industry. Among other services, they provide additional information for finding an appropriate investment advisor by publishing a list of questions for you. These questions help you understand your goals and preferences as well as what you should ask a financial advisor and what an advisor should be asking you.
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2/17/2013 Interview: Portfolio Manager Goes For Amazon-Proof Retail Stocks, Milwaukee Journal Sentinel
7/29/2012 Interview: Bonds can be confusing for investors, Milwaukee Journal Sentinel
3/27/2012 Survey: Most Americans Not Using IRAs. How About You?, Planadviser
12/07/2011 Blog: 5 Tax Saving Ideas to Do Now!, By Mark Sprenger