Sentences with phrase «services of a financial advisor»

If you are seeking the services of a financial advisor, you want the best information to help you achieve your financial goals — be it budgeting in retirement, savings for a child or grandchild's education, or selling your business.

Do you want to employ the services of a financial advisor or planner but you want to know if it is worth the money?

As a result of the complex nature of the transactions, the states then under the auspices of the Nigerian Governors Forum agreed to hire the services of financial advisors and consultants to assist in determining the exact amount due to each state under the refund scheme.

On Monday, I asked readers to consider whether even index investors would benefit from the services of a financial advisor.

At that point I think many people would be better off engaging the services of a financial advisor even if only on an hourly as needed basis.

Investment Options Most 401 (k) plans have several options for investing your retirement savings and some may even offer the services of a financial advisor to help you choose the right mix for your age and investment goals.

You should avail the services of a financial advisor before making any investments.

Less than half of U.S. adults who have employed the services of a financial advisor have discussed possibly obtaining a life insurance plan, according to Saybrus Partners.

If you don't know how to establish financial goals, seek the services of a financial advisor.

Not exact matches

Traditional financial advisors and new automated robo - advisor competition differ in price, services, approach and degree of personalization.»

Adolfo Rodriguez, managing partner of the A / R Financial Group, has been focusing more and more on Social Security maximization over the past six years, conducting seminars for the public and for other advisors, as a service to their own clients.

HighTower's Elliot Weissbluth believes financial services will wed robo - advisor technology to the holistic approach of human advisors.

Is a quarterly face - to - face meeting enough for your financial needs, or do you need a higher level of service, with more frequent advisor interaction?

With a majority of wealth managers offering seemingly similar services, it is likely that when the forever - skeptical Gen Xers look at the wealth advisor space, they don't immediately see what differentiates one financial professional from another.

But if you can make the robo - advisor model work (and work safety) Hamza says, these «couch potato of portfolios» could be a great addition to the financial services industry because they would ensure your portfolio is diversified.

Wealthfront is setting itself apart from other financial services firms and robo - advisors by stressing the intelligence of its own proprietary algorithms to select low - cost exchange - traded funds.

While financial service industry analysts have generally applauded Affirm's goal of giving younger consumers new, responsible ways to purchase using credit, Brian Riley, principal executive advisor at CEB TowerGroup, has questioned aspects of Affirm's business model.

Robert R. Johnson, president and CEO of The American College of Financial Services, which trains financial advisors, said that «using leverage to invest either in the stock market or other marketable securities is a speculative plaFinancial Services, which trains financial advisors, said that «using leverage to invest either in the stock market or other marketable securities is a speculative plafinancial advisors, said that «using leverage to invest either in the stock market or other marketable securities is a speculative play.»

«For some time, the Internet has been aggregating people in communities,» says Chris Musto, director of financial services and an analyst at Gomez Advisors Inc., a research firm in Lincoln, Mass., that focuses on Internet commerce.

Robo advisors are increasingly growing in popularity, and these automated services are threatening to take huge amounts of business away from traditional financial advisors.

For instance, entrepreneurs with service businesses — including doctors, lawyers and financial advisors — may not be able to take advantage of the deduction if their income is too high.

When certified financial planner Sean Burgess began offering investment management services to his clients six months ago, he turned to an asset manager that some of his peers consider direct competition: a robo - advisor.

Financial Engines is called the original robo advisor by some, and there are various levels of service offered to plan participants.

The same month, financial services and analytics education startup Imarticus Learning secured $ 1 million from a bunch of investors including VC fund Blinc Advisors.

In one of the simpler forms of hybrid collaborations, independent financial planners are referring investments to a robo - advisor while providing over-all financial planning services.

Vanguard's robo offering has been highly successful, though their service is more of a hybrid model and features access to a Vanguard human financial advisor.

A robo advisor is an online wealth management service that provides automated, algorithm - based portfolio management advice without the use of human financial planners.

To make impartial rollover recommendations, financial advisors must consider the fees, services and investments of both the participant's 401 (k) plan and IRA.

Chetney expects much of the demand for the new Morningstar service will come from independent broker - dealers such as LPL, Commonwealth Financial Network and Cambridge Investment Research, which could mandate that their advisors use a third party to assume the fiduciary responsibility for defined contribution plans.

Ameriprise advisors receive compensation for financial advisory services in the form of commission and fee.

[42:14] Tony explains the questions to ask an advisor, to ensure they're truly on your side [42:28] 60 % of people surveyed today say they believe their financial advisor is putting the company interests above their own — it's actually worse than they believe [42:45] Why Tony has chosen to support Peter and his firm, Creative Planning [43:33] How you can get a second opinion from Peter's firm, Creative Planning, through their website (www.GetASecondOpinion.com)-- it doesn't matter how much or little you have, they'll give you feedback [44:00] Tony's biggest challenge when writing his first book, and how it brought him to Peter Mallouk [44:30] Peter explains the process Creative Planning went through to open their services to people at the $ 100,000 level, and how offering this extensive range of services to people at this level is unprecedented

Recipient advisors: Norton Rose Fulbright • Proskauer Rose LLP • Bank of America Merrill Lynch • Martinez Neira Advogados • Advokatfirmaet Thommessen AS Target advisors: McCarthy Tétrault LLP • Torys LLP • TD Securities • Kingsdale Shareholder Services • Equity Financial Trust • Computershare Trust Company Advisors: Osler, Hoskin & Harcourt LLP • Skadden, Arps, Slate, Meagher & Flom LLP • Brigard &advisors: Norton Rose Fulbright • Proskauer Rose LLP • Bank of America Merrill Lynch • Martinez Neira Advogados • Advokatfirmaet Thommessen AS Target advisors: McCarthy Tétrault LLP • Torys LLP • TD Securities • Kingsdale Shareholder Services • Equity Financial Trust • Computershare Trust Company Advisors: Osler, Hoskin & Harcourt LLP • Skadden, Arps, Slate, Meagher & Flom LLP • Brigard &advisors: McCarthy Tétrault LLP • Torys LLP • TD Securities • Kingsdale Shareholder Services • Equity Financial Trust • Computershare Trust Company Advisors: Osler, Hoskin & Harcourt LLP • Skadden, Arps, Slate, Meagher & Flom LLP • Brigard &Advisors: Osler, Hoskin & Harcourt LLP • Skadden, Arps, Slate, Meagher & Flom LLP • Brigard & Urrutia

Also facing a questionable future is the Labor Department's Fiduciary Rule, which regulates how financial advisors service their clients, specifically by eliminating conflicts of interest.

In this role, he is charged with increasing TDAI's participation and voice in the financial services industry, and identifying key issues of importance to TDAI and their advisor clients.

Rich Best has spent more than 30 years in the financial services industry, as an advisor, a managing partner, directors of training and marketing, and now as a consultant to the industry.

Cetera Financial Group says it has hired more executives and updated its platforms in order to helps its advisors sell and service retirement plans in accordance with the expected new Department of Labor fiduciary standard.

Winterberg says advisors have to offer an equivalent robo - advisor service but also make clear that they do much more than just «turnkey asset management and stock selection... This week of all weeks they should be saying that to clients, how they create financial plans and go beyond just investments but talk about cash flow, taxes, estate plans and college planning.

Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, and Wells Fargo Advisors Financial Network, LLC, Members SIPC, separate registered broker / dealers and nonbank affiliates of Wells Fargo & Company.

Morningstar Investment Conference MarketCounsel Summit The Evidence - Based Investing Conference Inside ETFs IMN Global Indexing and ETF Conference Harvard University Columbia University University of North Carolina G.A.M.E. Forum (Quinnipiac University) Stocktoberfest ETF Bootcamp Tiburon CEO Summit The Big Picture Conference Citywire Berlin Conference New York Society of Securities Analysts (NYSSA) The CFA Society of Chicago Thomson Reuters Online Financial Services Symposium Bloomberg News HQ The World Resource Investment Conference Agriculture 2.0 Conference ETF.com Global Macro Conference NYU Lindzonpalooza Financial Planners Association of Philadelphia / Tri-State CB Insights Future of Fintech CFA Institute: National Wealth Management Conference Bloomberg Equity Forum Twitter New York City HQ Colorado Financial Planners Association Canadian Investor Relations Institute Securities Traders Association of New York (STANY) MarketWatch: Defend Yourself TD Ameritrade National LINC Advisors Conference

But Elliot Weissbluth, CEO of HighTower Advisors — a nine - year - old national financial services company with more than $ 30 billion in assets under management that has long adhered to the fiduciary standard — says it's like the difference between getting dietary advice from a butcher or from a registered dietician.

The report: Years ago, when many advisors may have joined the industry, insurers sought to grow by casting a wider net building and acquiring capabilities to amass large product or geographic footprints in the mold of a full - service financial institution.

When hiring a financial advisor, 401k plan sponsors have a fiduciary duty to assess «the reasonableness of the compensation (direct and indirect), and determine any conflicts of interest that may impact the service provider's performance.»

For example, suppose that Jim, a financial advisor, charges 1 % of a portfolio's value for his services and that during a 12 - month period Jim managed to produce an alpha of 0.75 for the portfolio of one of his clients, Frank.

These services manage investor portfolios through computer algorithms, at a fraction of what a human financial advisor might charge.

We must act now, to lay the foundation for a true profession of fiduciary investment and financial advisors, dedicated to the service of our fellow Americans, and granted by consumers the very attributes of trust and expert - level compensation which skilled professionals so justly deserve.

Are you a financial services firm, financial advisor or financial site in need of content?

In response to a recent article on Financial Planning, Joe McCusker Sr., ChFC at RIA Celtic Consulting Services in Las Vegas, voiced support for the proposal and a redefinition of the term advisor, writing:

Usually estate and trust services involve a team of professionals: Certified Public Accountant (CPA), an attorney, a financial planner or investment advisor, insurance agent and bank trust officer.

Edelman Financial Services announced Thursday that personal finance author, educator and former advisor David Bach has become vice chairman of the advisory firm.

The following month, the company closed a deal with Lightyear Capital for the purchase of Financial Network Investment Corporation, Multi-Financial Securities Corporation, and PrimeVest Financial Services, which along with ING Financial Partners, Inc., collectively did business as ING Advisors Network.