Commission-based financial advisors are able to legally say things like,“Oh you don’t have to pay me today for our financial planning services, the fund company takes care of that.”Then, you get to keep whatever the investment return is when it hits your investment account. That all sou...
A year after leaving finance, I had two free consultations with an Empower financial advisor that revealed a major blind spot. I had 52% of my portfolio sitting in cash, thinking I needed to invest like a conservative 65-year-old. The advisor reminded me that at 35, I still had many f...
Best Local Financial PlannerFoster Group When CITYVIEW readers need to get their financial affairs in order, they turn to the Foster Group. The fee-only wealth and investment group is regularly recognized for its excellence by entities like CNBC, Charles Schwab and the Centre for Fiduciary Excellen...
which provides an evidence-based approach to private wealth management for near- and current retirees, and Buckingham Strategic Partners, a turnkey wealth management services provider supporting thousands of independent financial advisors through the scaling phase of growth. ...
"Not only are TD staff knowledgeable, but they care about their clients. We learned more in just two meetings with our TD financial advisor than we had with any of our previous advisors." TD BANK FINANCIAL GROUP ANNUAL REPORT 2009 OUR CUSTOMERS AND CLIENTS 5 "I don't have the words to...
Only advisors who operate as fiduciaries are promising to always put the client’s interest first. And many advisors do not act as fiduciaries. A few years ago there were proposals among Washington regulators that would have made a “fiduciary standard” required for any financial advisor giving ...
Empower obviously encourages you to use one of its Financial Advisors but there’s no hard sell if you’re not interested. You can check your finances on the move The Empower iOS app is one of thebest personal finance apps for iPad or iPhonewe’ve tried, allowing you to manage and monit...