Sentences with phrase «advisors load you up»
Some robo - advisors load you up with calculators, interactive reports and other tools.
https://www.mybanktracker.com/ Not exact matches
Lextech advisor John Hennessy says businesses that used the mobile assistant had a more predictable and safer loading process and increased their efficiency by up to 20 percent.
Richard Saperstein, seventh on Barron's Top 100 Advisors, told CNBC he's become bullish since Trump won and it's time to load up on stocks.
Yeom was skeptical about imposing this limit before Hollar's launch, but an advisor assured him that as customers scrolled through the site's 20,000 items, they would load up their shopping carts regardless.
What makes this really bad is that an advisor makes the same commission whether they sell an A or B share, even with no up - front load on the B.
No load funds are just as they sound, there is no up - front commission paid to the advisor, and there is no deferred sales charge upon selling the funds.
Cut out the expenses, including advisor sales loads and fund management expenses, and you end up with passively managed index funds that are much more likely to deliver better risk - adjusted returns.
As a financial advisor I do advise my client to invest in mutual funds along with other options, but I also disclose up front before they invest a dime about the MER's and how they work; I also disclose the options of DSC and No - Load funds.