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I'm Thinking of Using a Financial Advisor. How Much Would It Cost?
SmartAsset via AOL· 2 hours agoThis is a fee structure that, in theory, incentivizes your financial advisor by paying them more as your wealth grows. This can work well in some cases, ...
‘My brother told me to just be happy.’ My adviser charges 0.9%, but I find that ‘hidden fees’ add up...
Market Watch· 8 hours agoHave an issue with your financial planner or looking for a new one? It’s not unusual for an adviser...
I’m 78. I told my financial adviser no more annuities. They put me in them anyway and will charge a...
Market Watch· 6 days agoA former adviser with the company still invested almost all of my deposits into 10-year annuities,...
Are You a Fiduciary? The New Definition of an Investment Advice Fiduciary | JD Supra
JD Supra· 10 hours agoOn April 25, 2024, the United States Department of Labor (USDOL) issued a final rule, the “Retirement Security Rule,” that significantly alters the definition of a “fiduciary
Your ‘Independent’ Advisor Now Works for Private Equity. What It Could Mean for Your Portfolio.
Barrons.com· 2 days agoBig firms like to emphasize that advisors get to choose how much or little they integrate with their...
What Advisers Need to Know Now About Giving Rollover Advice after September 23, 2024 | JD Supra
JD Supra· 4 days agoThis new rule imposes an ERISA fiduciary standard “that applies uniformly to all investments that retirement investors may make with respect to their retirement accounts”, ...
I’m a Financial Advisor: Here’s My Average Client’s Net Worth
GoBankingRates via AOL· 4 days agoThinking about hiring a financial advisor, but not sure if it’s worth it at your net worth?...
‘None of us are worth that,’ one adviser told us when he heard a reader with $600,000 share what she...
Market Watch· 2 days ago“Generally speaking, from a regulatory standpoint, it’s prohibited to charge more than 2%,” says...
Will Social Security Cost-of-Living Adjustments (COLA) Be Lower Than Expected in 2025?
247wallst.com· 5 days agoSecurity recipients. While early forecasts suggest a potentially modest Cost-of-Living Adjustment...
Learn More About Matthew Alberding in Durham, NC.
US News & World Report· 4 days agoMatthew Alberding is a financial advisor in Durham, NC. Find a financial advisor who specializes in the area of expertise ...