Written by David Loeper who is regularly quoted in Kiplinger''s Money an
Table of Contents
Preface ix Acknowledgments xix
Chapter 1 Major Brokerage Firms 1
Chapter 2 Investment Advisers 19
Chapter 3 Hybrids—Advisory Services Provided through Brokerages 27
Chapter 4 Discount Brokers 33
Chapter 5 Financial Planners and Wealth Managers 43
Chapter 6 The Financial Press 49
Chapter 7 The Broadcast Media 55
Chapter 8 Authors, Self-Help Books, and Financial Celebrities 61
Chapter 9 Mutual Funds and ETFs 73
Chapter 10 Insurance Agents (and Insurance Companies) 87
Chapter 11 Your Company-Endorsed Retirement Plan Adviser 119
Chapter 12 Banks and Trust Companies 123
Chapter 13 Software, Web Sites, and Financial Educators 127
Chapter 14 Pitches They All Use to Sacrifice Your Life 139
Chapter 15 Resources to Protect Yourself 161
Conclusion 179
Appendix A The Other Millionaire You Make with 2.5 Percent Excess Fees 181
Appendix B The Other Millionaire You Make with 1.5 Percent Excess Fees 185
About the Author 189
Index 191
