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What is an investment advisor and what do they do?
Bankrate via Yahoo Finance· 1 year agoFinding a trustworthy investment advisor is akin to dating. It requires time, effort and a lot of discernment. After all, developing a relationship with...
CPA vs. Financial Advisor: Key Differences You Need to Know
Miami Herald via Yahoo News· 3 months agoNavigating the decision between a career as a CPA and a financial advisor is pivotal for many in the...
Do Financial Advisors Need a License?
SmartAsset via Yahoo Finance· 1 year agoLicense requirements to work as a financial advisor vary widely. Generally, depending on your practice, you will most likely need to take either the...
Ask an Advisor: My Advisor Charges a 2% Fee But He Doesn't Provide Tax Advice. I Have an $850k...
SmartAsset via Yahoo Finance· 3 months agoMy advisor charges a 2% fee for financial advice. He does not provide tax advice. My portfolio is...
I Have $2.2 Million Invested With My Advisor Who Charges a 1% Fee. Am I Paying Too Much?
SmartAsset via AOL· 2 months agoWhen it comes to advisor fees, there are two numbers to keep in mind: 1% and 0.02%. The first is the...
Here’s what ‘financial wellness’ means, according to a Prudential advisor
Yahoo Creative Studios· 2 years agoPaid for by Prudential®: When it comes to finances, advisors may tout investment or annuity...
Advisors Believe Tech Is the Second Half Sector to Watch
ETF Trends via Yahoo Finance· 1 year agoAccording to advisors who participated in a recent webcast poll, innovation and technology hold the...
Advisors: Don’t Miss These 3 Retirement Income Strategies
ETF Trends via Yahoo Finance· 1 year agoRetirement planning is a nuanced topic based on clients’ individual needs and risk tolerance levels,...
The Difference Between a Quality Company & a Quality Investment
ETF Trends via Yahoo Finance· 5 months agoThere are many companies out there that could be considered “quality.” With that in mind, plenty of...
Can a Fee-Only Financial Planner Help You Get Rich?
SmartAsset via Yahoo Finance· 2 years agoIf a financial planner or financial advisor is fee-only, that means they receive compensation solely from the fees clients pay from their services. They...