My financial planner won't advise me
Q. My financial planner refused to advise me about the proxy I got regarding one of the funds in which she placed me. Would it be a clear conflict of interest for her to do so?
A. Clear, no. Conflict, maybe. Since you don't describe the issue behind the proxy vote, I can only guess. However, it's not impossible to imagine a conflict. Suppose the issue affected the compensation of advisers who sell the fund? The best way to understand her position is to ask her to explain it to you.

St. Petersburg Times personal finance editor Helen Huntley writes about money topics and answers questions about financial planning, investments and personal income taxes.
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