Sentences with phrase «financial advisors do»

For example, industry - paid financial advisors do not get paid to push better investment index mutual funds with the lowest costs and the best future prospects.

• Most financial advisors don't have much use for the Asset Distribution Tools, because it's basically a way of cheating the asset allocation process to get work done in a hurry.

Great financial advisors do the same thing.

What do these advisors have that traditional (and might I add - 100 % human) financial advisors don't?

This presents a conflict of interest for USBI, however, our financial advisors do not receive any portion of shareholder service related compensation received by USBI.

Morgan Stanley, its affiliates and Morgan Stanley Financial Advisors do not provide tax, accounting or legal advice.

What can financial advisors do to help victims through the recovery process?

My guess is that their financial advisors don't even know that.

«What Do Financial Advisors Do» details the research behind six incredible benefits of working with a financial advisor.

Secondly, what can financial advisors do to steer their clients toward a reliable emergency fund?

These long retirement years are why most financial advisors don't support early retirement.

The fiduciary standard is a federal requirement designed to ensure that financial advisors don't sell clients products that are better for the advisors than for the clients.

It might seem like a straightforward question, but a majority of Americans who have a financial advisor don't know the answer.

As a fee - only financial advisor I do not receive commissions or other compensation from the sale of specific investments or insurance products.

At this point I have so much going on I leth financial advisor do the adding, I luckily trust him.

The use of the Calculator by a financial advisor does not constitute an endorsement or a recommendation by ASIC of any products or services or of any third party products or services offered by such financial advisor.

Hiring a financial advisor doesn't guarantee you'll retire rich, but it can increase your chances.

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.

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.

Not only that, but all of these services are easier and cheaper than having a financial advisor do it for you.

Have you ever wondered what it is that a financial advisor does?

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

But a good financial advisor doesn't just give you the same cookie cutter advice.

Working with a financial advisor doesn't normally carry that dynamic; there's a sense of trust, that the advice you're given is meant for your financial gain, not theirs.

Lincoln Financial Advisors does not provide legal or tax advice.

My overall brand «positioning» is no different than what a financial advisor does for people looking to invest in a savings or retirement account.

Not exact matches

If that financial advisor is going to survive, what is she going to do?

«Attaining millionaire status doesn't mean much anymore,» says financial planner Vid Ponnapalli, founder of financial planning firm Unique Financial Advisors in Holmdel, Nefinancial planner Vid Ponnapalli, founder of financial planning firm Unique Financial Advisors in Holmdel, Nefinancial planning firm Unique Financial Advisors in Holmdel, NeFinancial Advisors in Holmdel, New Jersey.

Many financial planners are doing a poor job at, well, planning — both for the future of their own firms and in grooming the next generation of advisors.

When shopping for a financial advisor, it's important to carefully do your due diligence to ensure you're getting the value you deserve.

Many financial advisors claim to offer «customized» portfolio services, but most don't have the resources to truly deliver on the promise.

More from Advisor Insight: Why investors can't gauge their own risk tolerance Crazy tax moves clients wanted advisors to try for 2018 Don't put all your financial eggs in one investment basket

A survey of 10,000 households that use financial advisors found that more than half of advisor clients (51 percent) thought the advice they received was either free or they didn't know how much they paid for it.

More from Investor Toolkit: This advisor is riding the bitcoin roller coaster It's time for financial services firms to regain consumer trust Don't put all your financial eggs in one investment basket

How do you go about finding the right financial advisor?

«These [fall] benefit meetings with clients are a time to look at last year's tax return and see what they can do differently with benefits to help next year's taxes,» said John Gugle, CFP and principal at Alpha Financial Advisors.

Doctors and lawyers are legally required to do what's best for you — why not your financial advisor as well?

Though ImpactUS doesn't make recommendations, through its new online platform, investors and advisors can connect directly, and invest in Iroquois Valley Farms if they are interested in restorative farmland finance, Shared Interest if they'd like to help entrepreneurs in low - income communities in Africa, Envest Microfinance, for universal access to financial services, or CommonBond Communities, an affordable housing provider in the midwest.

While most financial advisors feel that the simple 60/40 allocation between U.S. stocks and bonds doesn't provide enough diversification for most investors anymore, they also think the expanding choice now available to investors cuts both ways.

Financial advisor Carolyn McClanahan, director of financial planning at Life Planning Partners in Jacksonville, Florida, said the clients who say they don't want to retire often don't want to rein in their Financial advisor Carolyn McClanahan, director of financial planning at Life Planning Partners in Jacksonville, Florida, said the clients who say they don't want to retire often don't want to rein in their financial planning at Life Planning Partners in Jacksonville, Florida, said the clients who say they don't want to retire often don't want to rein in their spending.

That move, which can be done even after age 70 1/2, will prevent you from having to take RMDs on that money, said financial advisor Daniel Lash, a partner at VLP Financial Advisors in Vienna, financial advisor Daniel Lash, a partner at VLP Financial Advisors in Vienna, Financial Advisors in Vienna, Virginia.

The alert noted that in a recent SEC Office of Compliance Inspections and Examinations study of 75 financial firms, 5 percent of broker - dealers and 26 percent of advisors and investment funds did not conduct periodic risk assessments of critical systems to uncover vulnerabilities, potential business consequences and other cybersecurity threats.

Is a quarterly face - to - face meeting enough for your financial needs, or do you need a higher level of service, with more frequent advisor interaction?

But while financial experts think Canadian markets would benefit from a bigger robo - advisor presence, they also warn this new alternative doesn't come without risks.

With a majority of wealth managers offering seemingly similar services, it is likely that when the forever - skeptical Gen Xers look at the wealth advisor space, they don't immediately see what differentiates one financial professional from another.

As with any undertaking, do your research and consult a trusted financial advisor to see if franchising makes sense for you.

The deduction doesn't have to be for an entire room, if that section of a room is not used for personal purposes, says Cynthia Turoski, a certified financial planner and certified public accountant with Bonadio Wealth Advisors in Albany, N.Y.

And chances are you probably don't lose much sleep worrying about whether your financial advisor is going to take your money and run.

«When you do a brain dump, you get a clearer picture of what will hurt your well - being» if you fail to act, added Bradley, a CFP and founder of the Sudden Money Institute, which trains advisors in financial transitions planning.

Every financial advisor has a doozy or two about clients doing dumb things.