The potash case does in fact give lawyers and
other advisors much useful information to prospective purchasers of Canadian assets.No.1 Read the political climate.
Not exact matches
«So folks just aren't making individual decisions as
much and
advisors are more making longer - term sector and strategic investments than saying let's make a play for this one name or the
others» earnings,» Tabb Group's Larry Tabb told CNBC.
This is also a
much higher minimum requirement than almost all of the
other top robo
advisors on the market.
An
advisor who earns a flat fee — such an hourly rate or a set percentage of your portfolio value — is
much better aligned with you than an
advisor who earns commissions for selling you particular mutual funds, insurance policies, or
other products.
At a more complex but profound level, robo -
advisors and
other fintech companies are providing
much of the technology to help major financial institutions transform their conventional advice businesses.
Then just set it up, continue to put as
much money as you can into your account, check in once a year with your
advisor, and you will likely get better investment returns and build more wealth than 90 + % of
other investors.
Recommending Caution Financial
advisors, on the
other hand, generally caution retirees and pre-retirees against taking too
much investment risk.
For clients who anticipate higher education costs in the future, a financial
advisor can estimate inflation - adjusted tuition and
other costs at nearly 3,000 U.S. universities and colleges to help determine how
much they should be investing today to pay for a college education in the future.
This is
much higher than the
other robo -
advisors such as Wealthfront, which charges only 0.30 %.
Much like with «activist investors», the bill includes an extremely broad definition of proxy
advisors, including any firm «that provides corporate governance ratings, proxy research, analyses, shareholder services, or
other similar services to shareholders of publicly traded entity.»
I have been told as
much by my graduate
advisor and
other well meaning people who tell me that I have to be better than everyone else because of my skin color.
``... stockbrokers and
others tied to Wall Street» have given a «bum rap» to whole life policies for «hefty up front fees», and that «they don't even tell you how
much the
advisor is making.»
But if you want to enroll in the investment service, the fees are
much higher than
other robo -
advisors.
The goal is to inform investors on what to expect and insist on from a financial
advisor, as well as help them find, screen and evaluate an
advisor that fulfills those requirements.The Campaign for Investors partnered with FeeX to provide a calculator for investors to see the total fees they pay, how they compare to
other users receiving similar services, and how
much the investor could save in each account over the long term by switching
advisors.
Charles Schwab Intelligent Portfolios gets an honorable mention: although its minimum account level of $ 5,000 is higher than the
other robos mentioned, it is
much lower than that of
other robos that offer the ability to speak with human
advisors.
Some mutual fund
advisors give great financial advice and provide lots of value;
others not so
much.
At a more complex but profound level, robo -
advisors and
other fintech companies are providing
much of the technology to help major financial institutions transform their conventional advice businesses.
As
much as I hate on the banks / Realtors /
advisors / car salespeople, at some point, we need to stop blaming
others and look at our own collective stupidity as a contributing factor.
Actual returns will most always be
much lower than hypothetical, so the
advisor has little incentive to calculate them accurately (also because their BD and Finra will let them use hypothetical - in
other words, it's a completely legal fail.
(Disclosure # 2: I'm currently engaged in paid consulting and
other capacities with a few such organizations, directly and as a volunteer industry
advisor at LegalX) But how
much of that effort and investment, and how many benefits will come to Canada if the raw resources — i.e. the case law — is not available?
However, because of the nature of its payout, it is
much more crucial to have it set up properly, using the help of financial
advisors, estate planning lawyers, accountants or
other fiscal
advisors.
For example, some financial planners and
advisors recommend buying 8 to 10 times your annual income, but to advise consumers to buy that
much life insurance regardless of
other factors would be disastrous.
Reflecting on the entrepreneurs I heard pitch at this and
other veteran events I've participated in as a venture capitalist and
advisor, I noticed a strong difference in the companies founded by military veterans — veterans are
much more likely than
others to create a company with a founding mission of social good.
According to BLS (Bureau of Labor Statistics), the employment of personal financial
advisors is expected to grow by 32 % from 2010 to 2020, which is
much faster than the average of all
other occupations.