Sentences with phrase «giving financial advice»

I am not giving financial advice, but sharing with you various ways I save money to enable retirement in my early 40s.

Even though he was majoring in Science, Technology & Society with a minor in Psychology (which would come in handy later) he began giving financial advice to his fellow students and eventually parlayed that into a blog.

September 25, 2015 — Ontario consumers continue needing additional protections when engaged with financial planners or those giving financial advice, according to a submission by the Public Interest Advocacy Centre (PIAC) to the Ontario Ministry of Finance.

You can check ASIC Connect within «banned and disqualified» for the names of people who have been banned from giving financial advice or directors who have been banned from managing a company.

Under these regulations, a person giving financial advice is only held to a fiduciary standard when the following five - part test is met:

Their motivation might be driving traffic to their publication, or bringing attention to their product or service, but their focus is almost certainly not on giving you financial advice that is in your best interest.

Don't assume that someone giving you financial advice has their incentives aligned with you doing well.

Representing law clients or giving financial advice would not be permitted.

«It's more than just giving financial advice; it's being there when decisions need to be made and tough, uncomfortable conversations must be had.

Instead of giving financial advice, Benzinga gives you the news to make informed decisions to take control of your own financial future.

I think the bond market is where people giving financial advice over the next one or two decades are going to have to prove their worth, not the stock market.

Bias sometimes occurs when a broker gives financial advice that benefits the broker — such as in the form of a commission for selling specific mutual funds and other products.

In this story, Bernard recounts the experience of an elderly couple who bought a very expensive variable annuity through their bank (4 % annual fee; 7 % surrender charge) and «now question whether they were given financial advice that was truly in their best interests.»

For example, the Department of Labor delayed the full implementation of the fiduciary rule, which would have required anyone who handles retirement assets or gives financial advice to retirement savers to work in their clients» best interest and to provide disclosure of conflicts, when they exist.

«If you want to give financial advice, you have to put your clients» interest first.»

By requiring brokers to look out for clients» best interests, the SEC is effectively requiring them to give financial advice, which distinguishes them from online brokers and should let them keep charging clients premium fees.

She isn't so poor that she can't afford people to give financial advice and what ended up happening gave he the best result she could of gotten, after that she acts like a victim???? PMSL!

For example, instead of a bond fund, the advisor would give financial advice to a client to steer them into an annuity as the «safe bet».

I worked in an independent brokerage that gave financial advice everyday to clients, and I was shocked about how tainted the advice was.

Anyone who gives you financial advice absent thorough knowledge of your situation and goals is a crook.

If friends and family give you financial advice, they probably mean well.

Meir did accept that Manx gave investment advice in bad faith, which was a breach of the law because Manx is not licensed to give financial advice.

Your neighbor, hair stylist, or even your pastor can give financial advice.

To find out more about the licensing of accountants who give financial advice, visit the ASIC website.

The day I signed, my wise New York agent, Richard Leibner, gave me this financial advice: «Don't live up to this contract.

How to Give Financial Advice to Friends

The purpose of this website is to provide general information about MIM's funds management services and does not purport to give financial advice.

To be clear, we are not financial advisors and even if we were we don't know enough about you to give you financial advice.

At first this can seem like a scary thought — computers having the ability to give financial advice?

I don't give financial advice because I don't know who I am speaking to; everything is general, so what I write may be applicable to some readers, but certainly not all readers.

Someone once gave us the financial advice that shopping isn't a hobby or a pastime; it's not something you should wake up and do, say, every single weekend.

From 19 June 2014 the standard definition of «flood applies to home and contents insurance policies (unless the policy was arranged through your own insurance broker who gave you financial advice and was not acting on a broker for the insurer.

This article gives you some financial advice on being careful when making debit or credit card purchases.

Prepared reports based on research conducted and utilized the information to give financial advice

If you don't look professional, customers will not trust you to give them financial advice.

Not exact matches

Of the excellent financial advice given here, I'd have to go with # 3 and # 5 most.

Best - selling author, award - winning financial advisor and former CNBC host Suze Orman gives advice on how to get your finances in order.

«We need to raise the bar on the quality of the education and the core standards of competency to give Social Security advice,» said Meyer, who has two main pieces of advice to financial advisors.

The rule would require brokers and other financial professionals to act with their clients» best interests in mind when giving retirement advice.

Your 401 (k) provider might also have advice aids, like Schwab's Guided Choice and Financial Engines, which can give you more individualized advice at no added cost.

Returning home to Singapore, he decided to make a break for it; giving up his estate planning and financial advice jobs, and leaving behind his food start - up, to find a project that would allow him to give back to society.

He looked at the statements from their financial adviser and didn't think they were being given quality advice.

POLLACK: It basically says: «All the advice that you're giving me and all the products that you're offering me are designed to maximize my own financial well - being.

While a financial advisor held to a fiduciary standard will give you truly the best financial advice they are qualified to give, an advisor held to a standard of suitability will give you information that can be compromised from a conflict - of - interest.

You'd be hard - pressed to find an article giving basic financial advice that doesn't mention the importance of 401 (k) s — and especially an employer match on a 401 (k).

They discuss what it means to be Unshakeable, the power of gratitude, and their morning rituals, and they give advice to entrepreneurs and business owners on how to stay focused and keep your mental edge when things get tough — so that you won't just achieve financial freedom, but true fulfillment.

The BICE rules are technically complex and they make it harder to know if your financial advisor is giving impartial 401 (k) advice.

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.

The views expressed on this website are personal opinions only and should not be construed as financial advice for your given situation.

This financial advisor has given Sally the best advice he can given everything that he knows about his client.