Sentences with phrase «called financial advisor»

You want to make sure that those relatives and so called financial advisor didn't fool you and don't fool you in future if they have.

By Taylor Schulte Finance News Did you know anyone can call themselves a financial advisor?

A sahm is not special for doing these and it is a huge stretch to call her a financial advisor just because she makes sure the bills are paid.

OK, my RRSP Reality check shows that by saving 150 $ / bi-wk i'll get close to 1million @ 65 yrs old and then be able to withdraw something around 37 000 $ / yr'til i'm 90 yrs old... and thats it if i don't want to jump MTR.What if i get to save all that money in TFSA and still get the 37 000 $ / yr and when i want to do something very special (or most likely out of my control like sickness) the money is there and i can just call my financial advisor and ask please withdrawal this much $ $ $, without thinking of taxe consequences.

The prospectus, which contains this and other information, can be obtained by calling your financial advisor.

Plus, the term «financial advisor» doesn't really mean anything - pretty much anyone can call themselves a financial advisor.

To obtain any further information call your financial advisor or call Schroder Mutual Funds at [phone] for Individual Investors.

As an insurance professional with over 25 years experience in the industry, I often have to chuckle and grin when I come across pages of advice from so - called financial advisors / TV personalities like Suze Orman.

It seems that people in our country do not want to learn basics of life insurance or they are not being educated by the so called financial advisors appointed by Insurance companies.

Not exact matches

Financial advisors call the failure to update beneficiary lists after major life events one of the most common and potentially costly retirement and estate planning errors that savers and investors make.

Acorns is part of a trendy and growing industry of so - called robo - advisors, online - only financial advisors that steer clients» money into low - cost investments.

Paladin Research & Registry has compiled a list of five ways these new, so - called robo - advisors differ from traditional brick - and - mortar financial advisory firms staffed by... humans.

After acquiring the rights to a future income stream (such as a retiree's pension payments), these pension purchasing or structured settlement companies, sometimes called «factoring companies,» may turn around and sell these income streams to retail investors, often through a financial advisor, broker or insurance agent.

Michael McNiven, Ph.D., a Managing Director & Portfolio Manager at Cumberland Advisors, has written a guide called, Personal Finance in a Nutshell, in support of our efforts to drive financial literacy in our local community and wider society.

To obtain a summary prospectus and / or prospectus, which contains this and other information, talk to your financial advisor, call us at (800) DIAL BEN / 342 -5236 or visit franklintempleton.com.

Financial Engines is called the original robo advisor by some, and there are various levels of service offered to plan participants.

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.

To obtain a summary prospectus and / or prospectus, which contains this and other information, talk to your financial advisor, call us at (800) DIAL BEN / [phone], or visit franklintempleton.com for mutual funds or libertyshares.com for ETFs.

There are a total of roughly 20 charts your financial advisor will go through in the second call.

There will be two calls in total with a financial advisor.

Should brokers be able to call themselves «financial advisors?»

Due in part to a growing lack of faith in traditional financial advising brought about by this trend, more and more investors are switching to low - cost passive online advisors (often called robo - advisors) who exclusively or almost exclusively invest clients» capital into index - tracking funds, the thought being that if they can not beat the market they may as well join it.

The so - called robo - advisors had an estimated $ 8 billion in assets under management as of July, a 34 percent increase from last year, according to financial research firm CB Insights.

To obtain a disclosure document, which contains this and other information, talk to your financial advisor or call Franklin Templeton Distributors, Inc., the manager and underwriter for a 529 plan at [phone] or visit franklintempleton.com.

Fisher said that «most people who call themselves «financial advisor» use [the term] illegally.

Ken Bentsen, president and CEO of SIFMA, noted on the call that while all of the trade groups represent members nationwide, about 27,000 advisors in Texas are registered with the Financial Industry Regulatory Authority and that Texas ranks third in the U.S. in terms of the number of advisors and fourth in the number of broker - dealers, which «underscores the fact that this is a Main Street issue.»

Call us at 800-523-9442 to find out how partnering with a Vanguard financial advisor can help you reach your investment goals.

In an email sent out at the end of January to Raymond James employees, Reilly called a recent leaked White House memorandum supporting the DOL as «an example of biased and distorted research (that) impugns the integrity of the work our advisors do every day to help clients achieve their financial goals.»

Raymond James Financial CEO Paul Reilly is among the industry executives against the proposal, calling it in a recent email to employees «an example of biased and distorted research (that) impugns the integrity of the work our advisors do every day to help clients achieve their financial goalFinancial CEO Paul Reilly is among the industry executives against the proposal, calling it in a recent email to employees «an example of biased and distorted research (that) impugns the integrity of the work our advisors do every day to help clients achieve their financial goalfinancial goals.»

Most people that call themselves «financial advisor» use [the term] illegally.

«As traditional full - service financial advisor businesses set their sights on the high - net - worth investor, many firms are deploying centralized advisor call centers»

If you have any questions, contact your local Edward Jones financial advisor or call 1-800-803-3333.

Download a prospectus, which contains this and other information, talk to your financial advisor, call us at (800) DIAL BEN / [phone].

To obtain the Investor Handbook, which contains this and other information, talk to your financial advisor or call Franklin Templeton Distributors, Inc., the manager and underwriter for the 529 plan at (800) DIAL BEN / [phone] or visit franklintempleton.com.

Although many professionals may call themselves «financial planners,» only 20 percent of all financial advisors hold the CFP ® certification.

To obtain a disclosure document, which contains this and other information, talk to your financial advisor or call Franklin Templeton Distributors, Inc., the manager and underwriter for a 529 plan at (800) DIAL BEN ® / [phone] or visit franklintempleton.com.

Triebel is optimistic that the U.K.'s so - called «advice gap» — in which investors can not or will not pay fees associated with financial advice — presents an opportunity for Wealthsimple's lower - cost robo - advisor service.

Fee - Only financial advisors are held to the Fiduciary Standard, which means we are required, by law, to put our clients» best interest ahead of our own, but 75 % of financial advisors are held to a much lower ethical standard called the suitability standard.

What should an advisor who delivers investment - only management and no financial plan, no ongoing service, no guidance, nothing except for an annual statement, online access and a phone number to call in case of questions charge their clients?

To that end, Matrisian suggests advisors adopt a goals - based approach, which doesn't necessarily have to use so - called holistic financial planning, but still represents a shift in the conversation.

To obtain a summary prospectus and / or prospectus, which contains this and other information, talk to your financial advisor, call us at (800) DIAL BEN / [phone] or visit franklintempleton.com.

In the past, so - called recharacterizations of Roth conversions have acted as an important «check - and - balance» for helping clients decide whether moving money between IRAs was a good idea, points out Leon LaBrecque, managing partner of LJPR Financial Advisors in Troy, Mich., which manages nearly $ 800 million.

People who call themselves financial planners or advisors should have a Certified Financial Planner crfinancial planners or advisors should have a Certified Financial Planner crFinancial Planner credential.

You might remember an article I wrote called How Honest Financial Advisors Should Disclose Their Fees.

Some schools call FAAs «Financial Aid Advisors» or «Financial Aid Counselors».

When you make a withdrawal, you need to tell your advisor or financial institution how much of it comes from EAP and how much comes from «contributions» (which is also called «capital»).

Financial Advisors can help their investors recieve value by utilizing an actively traded strategy with covered calls in a WRAP account

I had a client during my financial advisor days who spread his assets among five different banks and called himself diversified.

Thanks CC For your advice.We have since spoken to our regular financial advisor an he has also advised us to walk away from this so called tax stategy.

Sure, you could give your financial advisor a call to check in on performance, but they're probably too busy on the golf course with another client to take your call.