what is the difference between a financial advisor and a stock broker?
Simon R asked: Im looking into investing some of my money into the stock market I have read rich dad poor dad for inspiration and have done some research on some basics about the subject. once in awhile I watch Jim crammer’s mad money show and I plan on buying his books as well. I [...]
What are you charged for financial planning or investment advice?
j_m_camilleri asked: Many financial services providers tout their financial advice as being for free. But we all know nobody does anything for free. Aparently there are a bewlidering number of ways in which investment advisors make their money such as trading commissions, hourly frees, trailer fees, management fees, performance fees and so on.
I would like [...]
what’s the deal with financial firms like edward jones?
lizziegirly815 asked: I’m trying to be a smart cookie and start saving/planning for my life (i’m almost 24) I really don’t have money, but I have money in Edward Jones in mutual funds. Does this mean I am paying the financial advisor/ Edward Jones a part of my interest or something? Should I [...]
How to end agreement w/ Ameriprise finanical advisor?
Anissa asked: What are the general terms of an Ameriprise contract? If I begin the financial planning, when can I end the agreement? Is it a year or is the agreement automatically renewed?
Any financial advisor?
eshie asked:
Does anyone know anything about a 10B5-1 plan? I am a financial advisor, but I can not find a lot of information on this type of plan, and my compliance department tells me “about” the plan and how to open it. Does anyone have experience with a 10B5-1 plan for insider trading?
From [...]
Financial Advisors, and fees. which ones are appropriate, what is fair?
mobyisaparrothead asked: 12b-1 fees- are unfair
a high consulting fee is unfair (even if it apears to have value)
Trading money adds costs… many to a stock brokers pocket.
Assets under management fee… what is fair?
semi philosophical
Call me dismal, I don’t trust any advisors because they hide fees– they smile, then line their pockets. They preach methods that [...]
How do I leave a financial advisor relationship?
Andrew F asked: I’ve been working with a financial advisor for 5 years and I trust his judgement. However, now I feel more and more confident in mangaging my own finances and investments and I’m questioning the $600 yearly planning fee.
In addition to the $600, my advisor wants me to convert to [...]
How/Where would I go to find a personal financial or investment advisor?
tekkan asked: I would like to someone to guide me in planning my financial future.
Travel nurse looking to hire a financial advisor. Interested or know someone?
Tri asked:
I’m looking to invest thousands of dollars of hard earned money. I am afraid to make the wrong move. I just started an assignment in a new “very small” town. I plan to go to Bank of America this week and speak with their financial advisor… BUT, I don’t want them to try to [...]
DC Financial Planning Firm that Hires Attorneys?
no please asked: Does anyone know of a financial planning firm where most planners/advisors are attorneys? I DO NOT MEAN traditional wirehouse and mainstreet firms like Morgan Stanley, Smith Barney, Ameriprise etc. Similarly, I DO NOT MEAN a traditional white shoe law firm that has “investment management” or “estate planning” as practice areas. [...]