• Does an investor need a license?
• How are advisors paid?
• Are investment returns guaranteed?
• Are advisors required to put your best interests first?
Answers to all the interview questions and the investor quizzes are being logged and captured by the AARP. “The aggregated answers will help us better evaluate the online tool’s performance and whether it has been effective,” AARP spokesman Mark Bagley told Financial Advisor magazine.
By clicking a button, users are able to anonymously share their advisor interviews with AARP.
The web-enabled tool is optimized for mobile use and is free and available to anyone – AARP membership is not required.