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The Free Financial Advisor
The Free Financial Advisor
Business
Brandon Marcus

Financial Advisor Confession: 7 Things I’m Now Required by Law to Tell My Clients (That I Couldn’t Say in 2025).

Image source: shutterstock.com

If you’ve ever wondered what financial advisors really think but could never say out loud, the landscape just changed—and it’s shaking things up in ways you won’t want to ignore. In 2026, new laws have forced advisors to be more transparent than ever before. That means clients are finally hearing the kind of behind-the-scenes details that used to be locked behind contracts, vague disclaimers, or polite smiles.

Some of it might surprise you, some of it might make you rethink your own financial habits, and some of it might even make you laugh—if you like your finance with a dash of human honesty.

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