Sentences with phrase «recommended financial products»

If you agree with the advice, buy recommended financial products directly via the most inexpensive channel possible.

If you agree with the advice being given, then buy the recommended financial products through the most inexpensive channel possible.

Before this rule went into effect, an advisor may have recommended financial products that are pretty good for you, but might have come with higher fees or commissions that benefit them.

Note: Mint will recommend financial products, like credit cards and brokerage accounts, that may be useful to you.

She continues, «Credit Karma gets paid when we give our members the most benefit, recommending them financial products more suitable for their credit profile and helping them save money.

It is absolutely essential that the advisor be forthright about fees and discloses all other compensation schemes (such as commissions) and reveal any incentive they may have to recommend financial products.

Commissions and volume - based payments for recommending financial products can influence the advice given by financial advisers.

Credit Karma — a fintech platform that allows consumers access to check their credit scores and borrowing history and recommends financial products — has inked a deal with buyout shop Silver Lake Partners, The Wall Street Journal reported.

These advisors don't make commissions from sales, so they can recommend financial products objectively.

Not exact matches

Unbeknownst to many, a lot of advisers earn commissions by recommending certain financial products and services to you.

For instance, we want to know whether a financial advisor recommending a particular product will receive a higher commission than they would on an alternative.

• Eden acquired OrgOrg, a San Francisco - based social network for office managers to recommend, discuss, and review vendors and products, according to TechCrunch Financial terms weren't disclosed.

Then he recommends that the customers» managers analyze products «every way imaginable, from the size of financial investments in them to their turnover cycles,» to look for ways to reduce inventory.

In an effort to remain compliant with the rule, well - meaning financial professionals would recommend only the least expensive products, regardless of whether they're a good fit.

«New Yorkers must be confident that the insurance agents, brokers and companies that they rely on are recommending the right products for them, and that the consumer's best interests are paramount,» said Maria T. Vullo, superintendent of the NYS Department of Financial Services.

The current regulatory environment, they say, also allows fund sponsors and advisory firms «to create incentives for their advisors to recommend excessive churning (repeated buying and selling) of retirement assets and to steer savers into higher cost products with financial payoffs for the advisor.»

If you have faith, you will buy the financial products they recommend.

Most advisors tell us they already know their client's financial needs before they recommend a product.

Unfortunately, those are the mutual funds which most financial advisers (financial product pushers) will recommend to the public, the reason is that those are the products which will pay the highest commission.

Since an annuity is the only financial product that can guarantee lifetime income, more advisors would be focusing on recommending annuities to this segment of clients.

What's naturally going to happen is financial professionals, in an effort to remain compliant with the rule, will recommend only the least expensive products, regardless of whether they're a good fit for their clients.

The financial products, s / he recommends should be without commissions or direct.

A licensed loan advisor will determine if you meet the basic eligibility requirements, get a better understanding of your financial goals, and recommend the best product for your needs.

They go into detail and do an analysis into my report and recommend specific products that are ideal for my financial situation.

A licensed loan advisor will determine if you meet the basic eligibility requirements, get a better understanding of your financial goals, and then recommend the best loan product for your needs if you meet the eligibility criteria.

Others call themselves financial planners, but they may only be able to recommend that you invest in a narrow range of products, and sometimes products that aren't securities.

Very often, supposedly objective financial advisors and investment counselors will not recommend Vanguard's fund products, because they can make a great deal more money from you by selling you expensive investment products that are good for them, but bad for you.

Before choosing any financial products, we recommend you talk to a professional adviser and read the Product Disclosure Statements or Terms and Conditions.

Most investment companies make it hard to find out how much their services really cost, and you probably won't know when they receive sales commissions or kickbacks from recommending and selling certain financial products.

«Financial advisors who work on commission have to decide whether to recommend the product that's right for you or the product that will make them a fat commission.

Product disclosure statement (PDS): A document that financial service providers must provide to you when they recommend or offer a financial pProduct disclosure statement (PDS): A document that financial service providers must provide to you when they recommend or offer a financial productproduct.

We recommend you do not invest in these products unless you have a written Statement of Advice from an independent, licensed financial planner stating that the product is suitable for you.

Some financial products can only be accessed through a financial adviser, so if you decide to end your relationship with them you may also have to leave the products they recommended, or get a new adviser.

A financial adviser must give you the PDS when they recommend that product to you.

See financial products and sales incentives for more information about things to look out for when considering a financial product recommended by an adviser.

A licensed financial adviser should consider your objectives, financial situation or needs, and then recommend strategies and one or more financial products to suit you.

Provides false or misleading information to clients, such as recommending an unsuitable financial product or failing to disclose all product fees

Some financial products, master trusts for example, can only be accessed through a financial adviser, so if you decide to end your relationship with them you may also have to leave the products they recommended, or get a new adviser.

We recommend you seek professional financial advice before you invest in any of these products.

For example, if an adviser gives you information about a product that might be suitable for you, but does not take into account your overall financial goals or actually recommend you take up the product, it is general advice.

It's also interesting that the financial system enquiry, the recent financial system enquiry did recommend that ASIC be given product intervention powers and also that the responsibilities of product manufacturers like insurers, that those responsibilities be lifted and improved.

Perform your due diligence and remember to assess and reassess all of the financial products that are recommended to you.

Hank @ Money Q&A writes My Favorite Financial Tools That I Use — From time to time, I'm asked about which financial products I personally use and which I would recommend tFinancial Tools That I Use — From time to time, I'm asked about which financial products I personally use and which I would recommend tfinancial products I personally use and which I would recommend to others.

This methodology allows advisers and clients to enhance their current qualitative analysis of products, and implement an independent approach to reviewing, assessing and recommending an annuity based on financial and actuarial models, the firm notes.

She likely receives some compensation from the financial products she recommends to her clients.

I am not an advisor, and I don't make any income by recommending any financial service, product, or investment.

You can never trust a financial expert's intents when he comes on TV and recommends a particular stock or investment product.

If you agree with the advice being given, then buy the recommended securities and other financial products through the most inexpensive channels possible.

Our deposit specialists will take the time to get to know you, your financial objectives and recommend the right savings products.

Disclaimer: At no point in this article am I recommending any credit card or financial product that I mention.