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‘I don’t want to leave money on the table come retirement.’ Is that 1% fee to my financial adviser...
Market Watch· 2 weeks agoWhat is the benefit of having a financial adviser like a CFP or CRPC that charges a flat fee of 1%?...
7 Best Financial Advisors in Denver - NerdWallet
Nerdwallet· 2 weeks agoFinding a financial advisor in Denver can be challenging due to the number of firms that operate in the city. We've listed the top seven best financial ...
Council Post: When Is It Time To Hire A Financial Planner?
Forbes· 5 days agoEveryone has a financial goal—from saving for retirement to paying the monthly bills on time—but not...
The Best Robo-Advisors of May 2024
Time Magazine· 5 days agoRobo-advisor investment portfolios vary more than you might expect. Here are our latest recommendations for the best robo-advisors.
Learn More About Oscar Lopez CFP in Laredo, TX.
US News & World Report· 3 days agoOscar Lopez is a financial advisor in Laredo, TX, and has earned his CFP. This professional designation is issued by the Certified Financial< ...
Biden administration’s ‘commonsense’ retirement rule could save workers $5 billion a year
Fortune via AOL· 2 weeks agoOpponents of the rule, including members of the financial industry, say it will limit access to...
A 401(k) with an annuity twist – Blackrock’s funds offer paycheck-like income option
Bankrate via Yahoo Finance· 14 hours ago“I think annuities in a 401(k) plan is a bad idea for investors,” says John Bovard, a certified ...
Who Can Be Trusted for Retirement Advice? New Rules Strengthen Protections.
The New York Times via Yahoo News· 2 weeks agoWhen you walk into a financial adviser’s office, you expect them to put your best interests above...
What is a fiduciary and why it’s important - InvestmentNews
InvestmentNews· 2 weeks agoForemost among the duties of Registered Investment Advisors (RIA) is to act as a fiduciary. In law...
Americans Deserve Straight Retirement Advice. They Work Too Hard for Their Money.
Barrons.com· 2 weeks agoUnder the DOL rule, if there is conflicted financial advice, the advisor, their firm, or both will...