MD Johnson Inc., a dealership buy
sell financial advisory firm also in the Seattle area, facilitated the deal and provided this information.
Not exact matches
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 go to a typical portfolio manager or broker at a large
financial investment
advisory firm, you will in most cases be pitched on the value of a closed end fund that offers diversification and the advisor some type of commission payment for
selling it to you.
This
financial calculator covers most of the bases when you want to estimate how much you may be able to
sell your
financial advisory practice for today - without having to either do massive amounts of research, or hire an expensive
firm that specializes in this market.