Sentences with phrase «given by financial advisors»

Not exact matches

By eliminating the sales incentive, the fee - only financial advisor gives you advice that is transparent — free of any conflict - of - interest that can come from the possibility to earn a commission.

That means some financial advisors — basically, brokers and insurance agents - will once again be able to give conflicted investment advice by recommending high - priced 401 (k) investments that pay them rich commissions over less expensive - but comparable - alternatives on May 7, 2018.

None of our clients use a stock broker and insurance agent — which means they aren't affected by the rule at all unless their plan's financial advisor gives rollover recommendations in addition to investment advice.

A positive step took place in the financial industry to help improve the value of advice given by financial planners and advisors.

Some of the money was retained by Richardson, and some was given to a recruit named in documents as «Player - 5» with the intention for Richardson to steer Arizona players to retain Dawkins and Sood as a manager and financial advisor, respectively.

Given the amount of controversy by financial advisors and credit card companies over the recently released figure by Bankrate.com, which reveals that 6 out of 10 millennials do not own a credit card, it's safe to say that 60 % of millennials have escaped credit cards.

By studying your income, taxes, debts, and investments, these advisors can give you a sense of your complete financial picture and help you work toward your financial goals.

Betterment is an automatic investment firm that boasts some of the lowest fees in the industry (including up to 1 year for free when you sign up through this link) and makes life easier by giving you the ability to automatically rebalance your portfolio without exorbitant payments to financial advisors, yet also more control than a target retirement fund like Vanguard which makes all the decisions for you.

The online advisor builds portfolios on a client - by - client basis — though naturally, it uses mostly Vanguard funds — and gives investors access to a team of financial advisors.

A job interview for a financial advisor position will be exacting, and you will need to present yourself at your best by giving clear and well - thought - out answers.

Some financial advisors are also responsible for giving advice on financial planning of the employer organization by taking financial decisions responsibly.

Given below are a few samples of financial advisor resume objective statements that can be used for reference by anyone.

Our Collaborative mediation sessions are conducted by our team of mediators: The attorney to give you legal information, The therapist coach to help you manage your emotions and communication, and the financial advisor to optimize your family financial situation.

CO: We're educating agents by giving them some talking points, but we're instructing them to tell consumers to consult with their accountants and financial advisors before making a decision, and not to rely on what the salesperson tells them or anything else they hear.