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Liz Weston: Investment advisors vs brokers - know the difference before you switch
Liz Weston: Investment advisors vs brokers - know the difference before you switch
Liz Weston: Investment advisors vs brokers - know the difference before you switch

Published on: 04/05/2026

This news was posted by Oregon Today News

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Stockbrokers are usually held to a lower “suitability” standard, which means they can recommend investments that aren’t the best option for their clients as long as those investments aren’t actually unsuitable. Getty Images.

Dear Liz: This is concerning the couple in their 70s who were persuaded to move their nearly $2-million retirement portfolio to a different broker, resulting in a capital gain of $184,000 and a capital gain tax bill for $50,000.

News Source : https://www.oregonlive.com/business/2026/04/liz-weston-investment-advisors-vs-brokers-know-the-difference-before-you-switch.html

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