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Consider consulting an advisor – with the extra time available over the holidays, invest in yourself and consider consulting with a financial advisor. We all need.
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But the basic requirements are known and financial advisers do not have much time to get ready for the new regime – or get out. Sadly, those who bury their heads in the sand and make no decision about whether they will get with new.
There are many things you should consider when choosing a financial advisor. One of the items is their academic training. Would you rather be advised by someone with.
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Financial Advisor Elevator Pitches Is it true most methods of evangelism are little more than elevator pitches? Do you recoil at the suggestion? Most people I know would object.
These cases all have a common feature: The expert adviser must abide by a strict code of conduct that puts the interest of the client first. Surprisingly, the same is not always true for financial experts who advise people on their retirement.
Financial. website NerdWallet. Liz Weston is a columnist at NerdWallet, a certified financial planner and author of “Your Credit Score.” Email:.
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Remarkably, unlike the strict requirements in place for lawyers and doctors, not all financial advisers are legally required to act in their clients’ best interest. Loopholes in regulations related to financial advice have been greatly.
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An adviser’s website is definitely a form of advertising and it’s usually a firm’s most public or visual form of it. Knowing some of the common compliance pitfalls when it comes to a firm website’s can save time and alleviate regulatory.
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The subtitle of Bill Martin’s The Smart Financial Advisor (Harriman House, 2017) says it all: How Financial Advisors Can Thrive by Embracing Fintech and Goals-Based Investing. Martin, the chief investment officer at INTRUST Bank, beats.
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