Rocktree in the news

Voices: Neal Merbaum, on Fee-Based Advisers' Conflicts of Interest Wall Street Journal, April 8, 2014

When I set up my firm, I made a decision to be a fee-only, fiduciary adviser because I wanted to eliminate as much conflict of interest as possible. Wherever you have a conflict of interest, there's the potential for an adviser to put their interests first. It can be subtle or even subconscious. An adviser who is a trustworthy person can be looking at two products that seem the same and put the client in the one he makes a commission on.... Read more