Are you still paying 1% to your financial adviser? Here’s what might make a lot more sense — and save you tens of thousands of dollars
Learn more Many financial advisers charge based on how much money they manage on your behalf, and 1% of your total assets ...
I’m a 47-year-old surgeon, my wife and I make $573,000/year, but we still feel broke — is our financial adviser ripping us off?
Your adviser will ideally be fee-only and will charge you a predetermined, agreed-upon fee for managing your assets.
Wall Street Journal2d
How to Find a Financial Adviser You Can Trust
For years, I’ve worked with Investor Protection Trust to educate consumers about how to avoid bad financial advice. The first ...
Italy's Anima names Goldman as adviser to assess Banco BPM bid
Italian asset manager Anima said on Friday it appointed Goldman Sachs as financial adviser to assess an up to ...
24/7 Wall St9h
Baby Boomers: Don't fall for these all-too-common retirement myths
As always, don’t take my word for it. Hire a financial adviser and wealth planner to go over your plan so you can gain a ...
Crain's Cleveland Business6d
Best practices for financial advisers facing a regulatory investigation
Each year, my firm defends between 10 to 20 financial advisers under investigation by FINRA, the U.S. Securities and Exchange ...
Are All Investment Fiduciaries Equal?
Discover key differences between fiduciary advisors brokers, how CFP professionals uphold client-centered standards, and what to verify when choosing an advisor.
‘Should I expect more?’ My adviser keeps saying ‘let it ride’ but I’ve had big swings – ’a $300,000 loss hurts’ – as I near retirement. So now what?
Have an issue with your financial adviser or looking for a new one? Email questions or concerns to [email protected].
The simple money lessons financial advisers wish were taught in school
Corey Wastle, chief executive of Melbourne-based financial advice firm Verse Wealth, hopes secondary school students are ...
How to get ahead on year-end tax planning and financial gift-giving
When you actively manage your finances and plan for your future, the feeling of personal financial empowerment is justly ...
Morningstar5d
My husband died and now I need to take over the family finances. Should I hire the adviser who brings cookies and wants me to buy an annuity?
Every financial adviser is thoroughly trained to look, sound, and act in a way that's likely to give investors a warm and fuzzy feeling. In 1966, when I went into the brokerage business (I left ...
Morningstar6d
Should I hire an adviser who brings cookies and wants me to buy an annuity?
Every financial adviser is thoroughly trained to look, sound, and act in a way that's likely to give investors a warm and fuzzy feeling. In 1966, when I went into the brokerage business (I left ...