Sentences with phrase «deal with financial advisors»

Not exact matches

But not all financial professionals are the same, and Gen X should know whether they're dealing with wirehouse representatives, brokers, registered investment advisors or other financial professionals.

Michael Kitces, a certified financial planner and a founder of the new XY Planning Network, said the group has struck a deal with Betterment Institutional to bring the latter's technology to its roughly 75 advisors.

Financial Advisor Fraud: Every year, investors become the victims of stockbrokers, financial advisors, financial consultants or other registered representatives who overpromise returns, misdescribe the risks of an investment, recommend inappropriate investments, or even perpetrate fraud when dealing with theirFinancial Advisor Fraud: Every year, investors become the victims of stockbrokers, financial advisors, financial consultants or other registered representatives who overpromise returns, misdescribe the risks of an investment, recommend inappropriate investments, or even perpetrate fraud when dealing with theirfinancial advisors, financial consultants or other registered representatives who overpromise returns, misdescribe the risks of an investment, recommend inappropriate investments, or even perpetrate fraud when dealing with theirfinancial consultants or other registered representatives who overpromise returns, misdescribe the risks of an investment, recommend inappropriate investments, or even perpetrate fraud when dealing with their clients.

The following month, the company closed a deal with Lightyear Capital for the purchase of Financial Network Investment Corporation, Multi-Financial Securities Corporation, and PrimeVest Financial Services, which along with ING Financial Partners, Inc., collectively did business as ING Advisors Network.

Understand your immediate financial needs when dealing with an illness in the family, read tips on how to create a financial plan and information that can help you find the right financial advisor

It was my plan to start investing in low cost ETFs and that I didn't want to deal with my current financial advisor nor my banker at the Credit Union, with whom I still dealt with for my banking.

All the financial advisors I've dealt with have great personalities and are nice.

Unless there happen to be any suitably qualified people frequenting this site, you may do better arranging a meeting with an independent financial advisor who deals with pensions.

With a private financial advisor, you have various options (bank loans and mortgage deals included).

Finally, if you are not sure how to deal with a specific credit issue, seek the advice of a nonprofit credit counselor or trust financial advisor.

Automated portfolio managers have stepped in to fill the need for low cost investment and financial planning advice for newer and younger investors who might not have the wherewithal or desire to invest on the their own, but who don't want to deal with the typically high costs of a traditional investment advisor.

The book provides thorough coverage of all the important rules and strategies, however, making it suitable for use as a reference by financial advisors or other professionals dealing with these kinds of accounts.

If you are dealing with any investment counselor or financial advisor who tries to promote a bond market mutual fund with high fees and / or a bond mutual fund with a front - end load, just say no.

These financial advisors usually deal with a premium clientele, and they often have advanced degrees and certifications to go along with their name.

Seeking a position as a mortgage advisor with a reputed financial institution where I can share my experience and knowledge of this field with people who are interested in securing a good mortgage deal for buying a house

o0 or more per hour and require a large retainer to get started on your case, learning the best ways to deal effectively with your divorce attorney and other experts (financial advisor, realtor, business evaluator, guardian ad - litem, etc.) is essential in order to get the best possible outcome in your case without suffering from an out - of - control financial bleed.

Older couples entering marriage, with or without a plan to have a premarital agreement, should discuss with their counsel and their financial advisors the best approach for dealing with future health - care and long - term care needs based on their particular circumstances.

The parties may also choose to hire financial advisors, tax experts or parent coordinators to deal with issues of property division and child custody.

One unique feature of collaborative divorce is the frequent use of neutral professionals — such as a financial advisor, divorce coach, or custody evaluator — to deal with both parties» financial, emotional, or custody / visitation issues.

«Negotiating a 1031 exchange can cause brain damage, because you can never be sure any particular deal will close,» notes Bruce MacDonald, president of Nashua, N.H. - based Net Lease Capital Advisors, one of a handful of firms that blends knowledge of the 1031 property market with financial and tax expertise.

In addition to voicing several other protests in the letter, the shareholders requested a meeting with Konover's financial advisor, Credit Suisse First Boston, which approved the deal.