Restrictions on what
sort of fees financial advisers receive including a ban on commissions and some volume - based payments and restricting percentage - based fees
Not exact matches
If you already have a retirement account
of some
sort, you may be able to open an account at the same
financial institution, which could be convenient for you even if their
fees aren't the lowest.
Investors making excuses in a
sort of financial whataboutism are costing themselves a lot
of money in
fees, commissions, and returns — simply because they don't want to admit they are wrong and try something different.
If you're a
fee - only adviser and want to run these
financial projections, then you're
sort of out
of luck, because there's really no way to get accurate premium and benefit numbers.
In addition to mountains
of paperwork and new
financial terms to
sort through, you'll face costs and
fees that can quickly add up.