Sentences with phrase «traditional financial advisers»

I'm not a traditional financial adviser and I don't sell financial products or receive any commission or payment from third parties.

I'm not a traditional financial adviser and I don't sell financial products or receive any commission or payment from third parties.

The alternative used to be to rely on a traditional financial adviser, for which «you're probably paying a premium for commission - based advice from someone incentivized to sell a specific product,» says Tea Nicola, co-founder and CEO of Vancouver - based robo adviser, WealthBar Financial Services Inc. «Your average investor underperforms the market, before and after costs,» Nicola says, «A set - it - and - forget - it strategy with a traditional firm would come with a high fee.

For those who don't have time to research individual companies, services such as Betterment provide investment advice and diversified, fully automated investment management to customers for less than the typical cost of a traditional financial adviser.

A money coach has a broader role than a traditional financial adviser.

I'm not a traditional financial adviser and I don't sell financial products or receive any commission or payment from third parties.

I'm not a traditional financial adviser and I don't sell financial products or receive any commission or payment from third parties.

I'm not a traditional financial adviser and I don't sell financial products or receive any commission or payment from third parties.

I'm not a traditional financial adviser and I don't sell financial products or receive any commission or payment from third parties.

Not exact matches

«By allowing investors and their financial advisers to efficiently learn about our REITs and invest directly, there is less cost involved in raising equity capital than there would be through more traditional public distribution formats,» said Amy Tait, chairman, CEO and co-founder of Broadstone, in a statement.

FN: With exposure in the mass media, including traditional news outlets and comedy shows like John Oliver's Last Week Tonight, tell us how the Rule has made consumers more aware of the importance of financial advisers acting in their best interests.

TORONTO — Robo - adviser Wealthsimple is hoping to lure clients away from traditional financial institutions by launching a savings account with a premium interest rate.

As the firm explains, the first share class, commonly referred to as «T shares,» aims to help financial advisers maintain their traditional business model — selling mutual funds on commission — while complying with the letter and spirit of the new conflict of interest rules.

After working with a traditional adviser for more than a decade, Ken Chin - Purcell, 57, decided to move his money to Personal Capital, a hybrid service that combines digital financial tools with human advisers.

In practice, this appears to vindicate the role taken by traditional investment advisers and financial planners.

Financial advisers have long touted term life as a far more affordable alternative to traditional whole or universal life insurance (also known as permanent life insurance).

As an alternative to traditional mortgage life insurance, most financial advisers recommend term life insurance instead.

Mary Ryan, a financial adviser in asset management services at Vanguard Group, says there are other reasons to consider a Roth over a traditional IRA.