Sentences with phrase «based financial advisor»

Written and maintained by a Toronto - based financial advisor and an Ottawa - based writer / editor.

Written and maintained by a Toronto - based financial advisor and an Ottawa - based writer / editor.

In contrast, a home - based financial advisor doesn't share these types of risk, so they won't be factored into their rate.

A fee - based financial advisor earns an asset - based fee, or in other words, a fee that is a stated percentage of the overall value of the assets that he or she is managing.

Written and maintained by a Toronto - based financial advisor and an Ottawa - based writer / editor.

So if you're a Fee - Based financial advisor, you can make good money advising people on what to do with their VAs - whether you are insurance / Finra licensed or not.

The truth from your commission - based financial advisor is, «That's how me and my Broker Dealer make the most money from you!

Based on the firm Meg works for (which shall remain anonymous) it's a safe bet that she is a commission - based financial advisor.

In his provocative book, Risk, Financial Markets & You, the Winnipeg - based financial advisor Alan Fustey adds his own criticisms of these two decades - old models.

Many financial advisors ask baby boomer clients to determine individual investment risk tolerance by taking a multiple - choice risk tolerance questionnaire, said Atlanta - based financial advisor Russ Thornton, founder of Wealthcare for Women.

Consider, for example, the typical fee - based financial advisor.

He's a New York City - based financial advisor and the author of the book: Backstage Wall Street.

Don't use a commission - based financial advisor for this, as they'll be primarily interested in selling you a policy.

One of my favorite quotes comes from Pittsburgh - based financial advisor Louis Stanosolovich: «If you're not losing money somewhere in your portfolio, you're not diversified enough.»

Stephanie Holmes - Winton, a Dartmouth - based financial advisor and author of $ pent: How Money Management is the Key to your Financial Freedom, says that for some people, it may not make sense to pay back the $ 25,000 at all.

The Reformed Broker is a blog by Josh Brown, a New York City - based financial advisor, author, and social media influencer.

Bill is a Seattle based financial advisor who created the Coffee House Portfolio for investors to build wealth, ignore Wall Street, and get on with their life.

A Chicago - based financial advisor secretly relocates his family to the Missouri Ozarks when his dealings with a drug cartel go awry.

Written and maintained by a Toronto - based financial advisor and an Ottawa - based writer / editor.

Matt Jackson is a Colorado - based financial advisor with a decade of experience guiding clients on their retirement journey.

We are a fee - based financial advisor that take a holistic approach to financial planning and investment management.

I'm a New York City - based financial advisor at Ritholtz Wealth Management LLC.

,» says New York - based financial advisor Stacy Francis, founder of Savvy Ladies, a non-profit financial education organization.»

«The way you treat the wallet, and the money in your wallet, sends a direct message about what you're saying about yourself,» says New York - based financial advisor Stacy Francis, founder of Savvy Ladies, a non-profit financial education organization.

Most fee - based financial advisors regulated as fiduciaries appear to feel the same way.

Our team partners with fee - based financial advisors and discretionary portfolio managers to provide Leith Wheeler F - series solutions for their clients.

Fee - based financial advisors are somewhat like fee - only advisors, but fee - based advisors do, in fact, receive commissions from product sales in addition to flat advisory fees.

On the other hand, fee based financial advisors will charge 1 % or more of net assets for people with smaller accounts.

Even though both fee - only and fee - based financial advisors may have accounts they manage where they charge a percentage of the assets, the investments they place inside these accounts can be very different.

Fee - based financial advisors can receive compensation from fees paid by you and from commissions paid to them by a brokerage firm, mutual fund company, insurance company, or investment partnership.

This is a must - have investment calculator for Fee - Based financial advisors that compete with commission - based advisers and life insurance agents.

Not exact matches

George Reilly, an advisor and owner at Safe Harbor Financial Advisors based outside of Washington, D.C., developed a series of tests that he runs for his clients a few years prior to their retirement.

If you feel you need help developing a savings plan that will keep you on a positive path toward retirement, talk to a fee - based, objective financial advisor.

«Paula would have to be open to sharing a lot of personal and financial information to get the most out of it, but the mentors would basically serve as a panel of advisors on an unpaid basis for a year, to help her grow her business.»

Many financial advisors with brokerage firms offer fee - based accounts loaded with proprietary mutual funds that have high fees and outsized expenses they charge back to investors.

The software, an engine based on Social Security claiming rules, is licensed to financial advisors.

Automated, algorithm - based robo - advisor portfolio managers are gaining a foothold with some traditional financial advisory firms.

The issue is so pressing in the wake of WannaCry that on May 17 the Securities and Exchange Commission issued a cybersecurity alert for broker - dealers, financial advisors and investment funds that stressed both the importance of undertaking penetration tests and vulnerability scans on critical systems and the necessity of upgrading systems on a timely basis.

Ileana Musa focuses on working with Bank of America's international financial advisors with goal - based wealth management experience for high - net worth clients.

«This is not the first time that massive volatility has found its way into the Chinese equity market,» said Peter Alexander, the founder and managing director of Z - Ben Advisors, a financial consultancy based in Shanghai.

Traditionally, different types of insurance — life, disability and long - term care, for example — have been bought separately on what Thomas Henske, certified financial planner and partner at Lenox Advisors, calls an «a la carte» basis.

Basically, it's moving in and out of the stock market with the intention of minimizing losses and buying investments when they're on the rise to eventually sell at a premium, says Ben Barzideh, wealth advisor at Piershale Financial Group in Crystal Lake, Ill. «Instead of holding onto an asset long - term, [you're] buying and selling based on predicting future market movements.»

When all is said and done, it seems that firms are recognizing that the best interest contract exemption is the way forward for advisors who wish to continue selling financial products on a commission basis — and that now is the time for preparing for compliance in advance of the applicability date.

Many advisors have been seeking to add 401 (k) business in part to provide a stable income stream that they didn't have during the financial crisis, but also because reforms in Washington, D.C., provide increased opportunities to fee - only and fee - based advisors.

It's the second annual Financial Literacy Day, hosted by USF Sarasota - Manatee and the nonprofit Global Interdependence Center and sponsored by Sarasota - based Cumberland Advisors.

A robo advisor is an online wealth management service that provides automated, algorithm - based portfolio management advice without the use of human financial planners.

Roger Wohlner is an experienced financial advisor, finance blogger and freelance writer based in Arlington Heights, Illinois.

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While a lot of the guidance I offer as a financial advisor is based on my financial expertise, some of my best advice comes from the belly of life experience.

He will assist GSE in helping to provide insight to clients and Financial Advisors based on his first - hand experience with the financial opportunities and challenges encountered by professional Financial Advisors based on his first - hand experience with the financial opportunities and challenges encountered by professional financial opportunities and challenges encountered by professional athletes.