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It’s unfortunate that some seniors don’t want to talk to their adviser every six months to review their financial situation.
Question: I need a financial planner, as I’m looking to review my current financial status and goals.The last one I spoke to was more interested in talking about himself and his finances, which ...
The ex-player and his wife claim they were victims of a man who also was indicted on charges of securities fraud and money ...
And given the constantly changing economy, a financial adviser's education must keep pace with the current environment in order to produce the best results for their clients over time.
A financial adviser can be critical when the stock market and economy are volatile, Here's a look the top firms, according to USA TODAY and Statista ...
If you have $500,000 managed by a financial adviser who charges a 1% annual fee, you’d pay $5,000 per year, and if your balance grew to $750,000, your fee would then grow to $7,500 per year.
Financial adviser industry associations are professional organizations that aim to support advisers through advocacy, education, networking and the establishment of ethical standards.
From there, ask your adviser if they can "rectify the situation or there isn’t a good reason why the expenses are so high" — otherwise, "it’s a sign you may need to fire your financial ...
So in addition to paying her adviser 1 percent a year, Aarons-Mele was paying a lot to the managers of the mutual funds in her portfolio. The average U.S. mutual fund charges just under 1 percent ...
I plan to retire in a couple of years and currently pay an adviser about 1.5% to manage my savings. I don't want to sit around crunching numbers or picking stocks in retirement, but I'd also like ...
Changing financial advisers can feel daunting. It’s a partnership rooted in trust and deep connection, and breaking up can be difficult to do, not just emotionally but logistically.