Sentences with phrase «financial adviser for»

Seek the advice of a local lawyer, therapist or financial adviser for divorce advice.

Talk to a financial adviser for a greater insight into this area of work.

They can crunch the numbers themselves or visit a professional financial adviser for some guidance.

We're acting for a client who wishes to sue his former financial adviser for advising him to transfer his pension fund.

Seek a qualified financial adviser for any financial advice.

See problems with a financial adviser for more information about what to do if you're unhappy with the service you've received from an adviser.

See working with a financial adviser for more information.

See questions to ask a financial adviser for talking points you can use to check the cost of ongoing advice.

The PDS or prospectus should contain information on all the fees and costs that apply, so always read it and ask the issuer or your financial adviser for more information if you don't understand something.

You also may wish to consult with your financial adviser for advice with regard to which share class would be most appropriate for you.

When Jim Nykyforuk's wife, Paola, a conservative investor, found a financial adviser for the family in 2009, Jim insisted on one thing: the TFSA would be his to invest on his own.

Think about your financial goals and priorities before you meet with a financial adviser for the first time.

Find out more about how to choose the right financial adviser for you and the questions to ask before you sign up for advice.

You depend on your financial adviser for guidance on life's money matters.

If you are uncertain for how much to borrow, carefully read the fine print and ask a financial adviser for a second opinion.

See questions to ask a financial adviser for talking points you can use to check the cost of financial advice.

See questions to ask a financial adviser for talking points you can use to check an adviser's qualifications and experience.

Here are some tips on how to find the right financial adviser for you.

Tom has been receiving advice from his financial adviser for the last 15 years.Tom has a portfolio made up of various managed funds.

There is an option to talk to a real financial adviser for a fee but that's completely up to you.

Please contact your financial adviser for more information.

A mistake along the way could cost you a lot of money, so it's a good idea to consult a financial adviser for help.

If not, talk to a financial adviser for some direction, Beyers says.

Ask your attorney, accountant or financial adviser for recommendations.

Dennis Daniels, financial adviser for the district, said Wednesday that the Park District could probably obtain an interest rate on a new loan of 5.5 percent.

Rothschild is acting as Tyson «s financial adviser for the sale.

BofA Merrill Lynch is Salesforce's financial adviser for the deal, while Goldman Sachs is advising Demandware.

Citigroup, Goldman Sachs and Morgan Stanley acted as lead joint financial advisers for the consortium and are providing the financial resources confirmation related to the purchase.

Others are happy to pay financial advisers for the convenience of not having to think about their investing.

Investors should contact Sanjil Shah or their financial advisers for further details.

However, they are to be viewed with skepticism when you ask one of their financial advisers for help.

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

Commissions are not an ideal form of compensation for financial advisers for two other reasons also (in addition to the potential conflict of interest):

The benefit provides a confidential financial wellness app with budgeting and planning tools, access to financial advisers for personal coaching, and an online community for peer support.

Not exact matches

Among the wave of financial technology companies attempting to challenge the hegemony of Canada's Big Five banks are «robo - advisers,» such as Wealthsimple and WealthBar, whose platforms help clients create and maintain portfolios of mostly passive investments, such as exchange - traded funds, for fees in the neighbourhood of 1 % of assets per year.

Only 40 % of Americans have a financial adviser they can look to for guidance.

Davidson recommends looking for an adviser with at least 10 years of experience in financial planning and who has a CFP (certified financial planner) designation, which is considered the «gold standard» for financial planning.

Before acting on information on this website, you should consider whether it is suitable for your particular circumstances and strongly consider seeking advice from your own financial or investment adviser.

Kirbyjon Caldwell — who served as spiritual adviser to presidents George W. Bush and Barack Obama — and disgraced financial planner Gregory Smith have been charged for fraud.

So if your business is on a fast - growth path, and you're looking for that next level of financial and strategic adviser in your business, don't just automatically promote your controller to that role.

It's also daunting for the financial services industry, where a cadre of advisers and mutual fund companies are reinventing themselves to work with, and for, people who may need to finance a 30 - year retirement.

«A lot of my job is ensuring clients don't pay too much for investments,» says David Christianson, a financial adviser at Winnipeg - based private financial services firm Wellington West.

Before acting on information on this website or on the show, you should consider whether it is suitable for your particular circumstances and strongly consider seeking advice from your own financial or investment adviser.

But critics in the financial services industry say the rule would limit the ability of advisers to service clients who can not afford to pay for financial advice and must use products that carry commissions or other indirect costs.

For more investment advice, consult your financial adviser or go online to sites such as Vanguard, Fidelity, or Schwab for more guidanFor more investment advice, consult your financial adviser or go online to sites such as Vanguard, Fidelity, or Schwab for more guidanfor more guidance.

«Under Jack Bogle, growth was a side effect,» says Daniel P. Wiener, a journalist - turned - financial - adviser who has published his popular subscription newsletter, The Independent Adviser for Vanguard Investors, for 26 years.

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.

Although MDY's owners each have nearly $ 1 million worth of life insurance for their family's protection, financial adviser Adams urged them to purchase an equivalent level of key - man coverage for the company.

Until now, Merrill Lynch Wealth Management's top recognition club was its «Circle of Champions» for financial advisers who produced $ 4 million of commissions and fees, or received 2.5 million of «production credits» for sales of products and services that qualified them for the firm's top sales payout.

For their part, advisers need to show investors how their financial plans align with their larger goals.