Sentences with phrase «good financial advisers»

Good financial advisers handle much larger cash positions and this young lady will probably need to spend some of it down.

A good financial adviser will work with you to develop a game plan that fits your financial circumstances and tailors a plan to accomplish your goals.

A good financial adviser will help you keep track of your financial positions at all times, to make sure your investment portfolio is healthy.

A good financial adviser will teach the basics of personal finance while an investment adviser will teach you the intricacies of debt and taxes; and also teach you how to leverage these two tools to strengthen your portfolio.

Finding a good financial adviser is the key to a good financial plan.

The best financial advisers aren't afraid to hold their clients accountable to deliver on what they say they want in life.

A good financial adviser will help you set your financial goals and create a plan to achieve them.

So how do you find a good financial adviser, Val?

How do I find a good financial adviser that I can trust to give me sound advice and not just sell me things that may not be appropriate for my situation?

A good financial adviser can make a substantial difference to your budget, will help you understand where your money should be going, and should make you feel much more relaxed and in control of your finances.

You are your best financial adviser and with your own research and smarts you can devise the strategy that best suits you.

This section of the website guides you through the basic principles of investing and how to find a good financial adviser.

A good financial adviser will try to help you develop a good investment strategy and keep you focused when you need it most.

Not exact matches

You might also need a financial mentor, as well, in the form of a financial adviser.

If your adviser is a broker and overseen by the private Financial Industry Regulatory Authority, the broker has no fiduciary duty to act in your best interest.

For one thing, the rule has a «Best Interest Contract Exemption» that allows financial advisers to continue many of their current practices if they give investors the right disclosures and enforceable protections.

By requiring retirement advisers to either meet a «fiduciary» standard or put other safeguards into place, the rule holds financial advisers to the same benchmark already required of doctors and lawyers — that they act in their clients» best interests.

If you'd like to find a financial adviser who can handle a private placement well, Kershaw offers a blueprint:

Alternatively, those relationships can amount to little more than a series of missed opportunities if business owners fail to recognize the potential contribution that well - seasoned accounting advisers can make — especially to companies whose internal financial departments may be woefully understaffed.

Gurney is among a growing number of financial educators, investment advisers, brokers and wealth advisers who use lessons gleaned from psychology, cognitive theory and even neuroscience to find better ways to help their clients.

«A lot of it comes down to time and convenience, and what's best for you as a consumer or business,» says Jeffrey Hausinger, a Certified Financial Planner and senior financial adviser with Merrill Lynch in TamFinancial Planner and senior financial adviser with Merrill Lynch in Tamfinancial adviser with Merrill Lynch in Tampa, Fla..

The Impartial Conduct Standards generally require that advisers and financial institutions provide investment advice that is in the investors» best interest, receive no more than reasonable compensation, and avoid misleading statements to investors about recommended transactions.

Provided by the Financial Industry Regulatory Authority (FINRA), BrokerCheck is a free tool to help investors research the professional backgrounds of current and former FINRA - registered brokerage firms and brokers, as well as investment adviser firms and representatives.

I don't want to rehash all of the reasons why this is a very good idea — I did that last year in an article with the headline «Find a financial adviser who will put your interests first.»

While the online interface is good I'm pretty upset with the financial adviser.

«We support a best interest standard and believe that professional financial advisers have a crucial role to play in encouraging retirement saving and investing,» Wells Fargo said in the statement.

There's both good news and bad for financial advisers in the new tax law: While advisers face the difficult task of analyzing the law's impact, they will also have a significant opportunity to prove their value by implementing money - saving strategies...

The Office of Management and Budget said that «outdated regulations in place before this rulemaking did not ensure that financial advisers act in their clients» best interest when giving retirement investment advice.

The Dodd - Frank Act, which itself made matters worse rather than better in the wake of the government - fueled financial downturn of 2008, explicitly empowered the Securities and Exchange Commission (SEC) as the agency to formulate rules relating to investment advisers who offer «personalized investment advice about securities to a retail customer.»

The android app eventually sent a notification allowing me to schedule an appointment which I finally relented thinking it would be good to talk to the financial adviser.

After that, there are lots of forums and markets for investment and you can consult with your financial adviser about what is best to invest in at the time.

It's best to discuss which payment option works best with your business with your accountant or financial adviser.

I think the issue here is whether any amateur fund manager (which I think is what we all are — including those financial advisers who create their own «homegrown» portfolios using trackers and bond funds) can seriously manage a portfolio for income or for growth and control against downside risk (in equities or bonds) as well as a good active management group like Invesco perpetual or M&G.

You see, it really didn't matter at all if a financial adviser knew what they were doing, because selling diversification strategies to clients made it sound like they knew what they were doing, which was an infinitely better proposition for commercial investment firms than employing financial consultants that actually knew what they were doing.

The same is true of financial advisers and financial consultants, if those are the titles that your broker uses, as well as financial planners and insurance agents who sell products on commission.

This week, President Obama made a speech in which he vocally supported the Department of Labor's new proposed fiduciary rule, which sets new uniform rules to ensure financial advisers always act with their clients» best interest in mind.

Efforts to compel all financial advisers to act in the best interest of their clients have been derailed — again.

Tronc financial advisers Goldman Sachs and Lazard Frères will help lead a meeting in Los Angeles, involving Tronc board chairman Michael Ferro and his top Tronc C - suite level executives, as well as possibly board members.

You can hire a stockbroker or financial adviser to provide you information about stocks regularly; this will help you make better investment decisions.

A good investment adviser will help you scrutinize the financial statements of companies you want to invest in and give recommendations.

«I'm pleased that President Obama is focused on putting forth rules to ensure that financial advisers are required to act in the best interest of middle class families, retirees and those saving for retirement,» she said.

FN: With exposure in the mass media, including traditional news outlets and comedy shows like John Oliver's Last Week Tonight, tell us how the Rule has made consumers more aware of the importance of financial advisers acting in their best interests.

Before taking out a loan or agreeing to be a co-signer, it's smart to check with a trusted financial adviser to see what's best for your situation.

Most very well - reputed financial advisers reccommend saving anywhere from 10 % to 15 % of your income per year depending on where you're at age wise.

A fee only financial adviser will give you advice that's good for you rather than good for their wallet.

As always, work with your accountant or financial adviser to ensure you're making the best choice for your future.

We seek to deliver to financial advisers the very best of dividend growth ideas, and the Dividend Growth Newsletter does just that for dividend growth investors, in our view.

Just in time for the new year, some financial planners» best retirement tips Brooks asked financial advisers for their best retirement advice.

Good friends ask you for a referral to a financial adviser.

Since the yield for most CDs remain lower than inflation, which is at 2.1 %, they are not an attractive option for investors, said Conor Delaney, co-founder and president at Good Life Advisor Systems, a Wyomissing, Penn. company which provides turnkey solutions to independent financial advisers.