Caliber Investment Group

A Higher Standard for Serious Investors

Investor Education

One of the most common mistakes investors make before choosing who will manage their assets or offer investment advice is not taking the time to understand the differences between an investment advisor, broker, and financial planner. The more informed you are the better the chances you have of achieving your investment goals. In today's competitive investment services industry, you need to know which advisor, business model, and compensation program benefits you the most. We have compiled the following brochures, commentaries, and articles from independent sources. This important information will increase your knowledge and help you better understand how the investment industry operates so that you can make an informed decision. 


Financial Services Industry News & Commentary

Why Titles Matter
By Scott Holsopple, (March 20, 2012)
Is Fiduciary duty the fix?
By Barbara Kiviat, The Curious Capitalist - Time CNN (February 16, 2010)

RIAs Experiance Growth Despite Economic Downturn
By Thomas Coyle, The Wall Street Journal (December 14, 2009)

Hiring (or Firing) A Financial Advisor
Seeking new standards from investment professionals.
By Steven G. Blum, (July 9,2009)