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Financial Advisors

5 Financial Advice Givers You Need to Ignore

David A. Dedman | Posted 12.16.2014 | Money
David A. Dedman

Who did you turn to? Family, friends, online or your bank?

Finding The Right Financial Advisor -- Where To Start?

Carrie Schwab-Pomerantz, CFP | Posted 12.10.2014 | Money
Carrie Schwab-Pomerantz, CFP

Financial advice isn't all or nothing. You're in control and can choose the type and amount you want.

3 Resources Millennials Can Use for Trustworthy Financial Advice

Graham Ober | Posted 12.09.2014 | Money
Graham Ober

Though practicing a certain amount of vigilance can protect your money from fraudsters, there's no need to assume that everyone is out to get you. What's more, trying to tackle every financial problem on your own can just make matters worse.

The Stupidest Investment Question Ever

David A. Dedman | Posted 11.18.2014 | Money
David A. Dedman

To me, the stupidest investment question ever is the one that never gets asked. As an investor, how in the world will you become educated?

Sudden Wealth From a Property Sale?

David A. Dedman | Posted 10.07.2014 | Money
David A. Dedman

A Life Event is a milestone that happens that can cause your life to change, as well as your financial life too. Often resulting in sudden wealth.

Online Investment Advice and Robo-Advisers | Posted 09.23.2014 | Money

The potential for human advisers to recommend unsuitable investment advice due to conflicts of interest is at the heart of the current debate over a uniform fiduciary standard, a measure that would require anyone providing investment advice to the public to always put a customer's interests first.

Sudden Wealth From a Life Event?

David A. Dedman | Posted 09.16.2014 | Money
David A. Dedman

So when I picked up a recent call, I braced for impact! Some calls are really weird, other times someone is soliciting my business. This call wasn't a question about investing either.

Big Bank Cracks Down On Controversial Practice

Reuters | Posted 06.25.2014 | Business

By Lauren Tara LaCapra NEW YORK, April 25 (Reuters) - Wary of brokers who make their money by "riding the calendar" of new stock and b...

What Happens If Your Financial Advisor Gets Hit By a Bus?

David A. Dedman | Posted 06.22.2014 | Money
David A. Dedman

Prospective clients often ask me, "What happens to my investment accounts if you die?" It's a valid question.

Avoid the Freak Out!

David A. Dedman | Posted 06.15.2014 | Money
David A. Dedman

Remember, market corrections are a part of investing, like it or not. Stick with your plan.

Warning: Is Your Risk Tolerance Increasing?

David A. Dedman | Posted 06.08.2014 | Money
David A. Dedman

Sometimes investors will confuse recent successes and tend to be more aggressive. It can give you a false sense of investment prowess. Then things turn south, and you pay for it. So how does a poor investor figure out their risk tolerance?

Trust But Verify Personal Finance Advice

Terry Savage | Posted 06.03.2014 | Money
Terry Savage

When it comes to making money decisions, doubt and self-doubt are inevitable. After all, unlike many choices that are subject to whimsy and fate, financial decisions can be judged by their direct impact on your well-being, now and in the future.

Shareholders May Recover From the Advisors to a Board of Directors

Brad Reid | Posted 05.31.2014 | Business
Brad Reid

Shareholders may sue members of corporate boards of directors when they breach their fiduciary duties. These fiduciary duties include the duty of care and loyalty. A recent Delaware Court of Chancery decision allowed a lawsuit against an advisor to the directors.

Are You Hiding Money From Your Financial Advisor?

David A. Dedman | Posted 04.27.2014 | Money
David A. Dedman

It always amazes me that clients don't understand how important is to be accurate.

Financial Advisors Reveal How They Manage Your Money

Tim Chen | Posted 02.11.2014 | Money
Tim Chen

Hiring a financial advisor means taking a giant leap of faith: here's my hard-earned money, make it grow. You are putting your financial future into their hands. The investment process can seem complicated, convoluted and confusing.

Reducing the Stress of Pre-Retirement

Jacob Gold | Posted 01.23.2014 | Money
Jacob Gold

Retirement is becoming real for pre-retirees, and many are concerned about whether they are really "retirement ready". No matter the source - holidays, retirement, work or family - stress can take a heavy toll on your health, mental state and wallet.

The Financial Crisis Through The Eyes of the Millennials

Elliot S. Weissbluth | Posted 01.23.2014 | Business
Elliot S. Weissbluth

It's time to send the whole barge load of lies and spin to the dump. It's time to embrace the hyper-connected, fully-integrated, socially-networked, crowd-sourced, Millennial generation.

Financial Advisors v. Insurance Agents: Does One Want to Scam You?

Tim Chen | Posted 01.23.2014 | Business
Tim Chen

A financial advisor and an insurance agent may sell similar products, but they can have very different motives. The worst agents will be beholden to their company's profit margin more than they are to your financial wellbeing.

Do You Trust Your Financial Advisor?

John D. Rogers | Posted 10.20.2013 | Business
John D. Rogers

To build an enduring investment business takes more than brains and toughness. Success starts with values that clients care about most -- starting with trust.

Suze Orman: How To Choose A Financial Adviser

Posted 08.02.2013 | OWN

By Suze Orman While I'm confident you could make smart decisions about your money without an expert, I will be the first to tell you that a...

Sallie and I Agree: Women Are Not a Niche and Social Media Is Here to Stay

April Rudin | Posted 07.10.2013 | Business
April Rudin

When Sallie Krawcheck speaks, people listen. Former president of the Global Wealth & Investment Management division of Bank of America and No. 7 on Forbes' 2005 list of the world's top 100 most powerful women, Sallie certainly isn't shy about having an opinion.

Undercover Sting Exposes Advisors' Greedy Tactics

Reuters | Posted 06.04.2012 | Money

* Advisers often reinforced bad investment ideas * Recommended pricier options to clients in low-fee funds * Study sees ...

You Can Learn From a Quiet Trading Floor

Dan Solin | Posted 05.27.2012 | Business
Dan Solin

If your image of a trading floor was formed by watching commodities traders huddled together and screaming prices, you would be disappointed by this experience.

What Your FInancial Advisor Isn't Telling You

Loren Berlin | Posted 03.27.2012 | Money

If you're looking to a financial advisor for investment strategies, be warned: Your advisor is biased and not towards you, according to a new report f...

Financial Planners not Just for the Wealthy

Jason Alderman | Posted 11.22.2011 | Business
Jason Alderman

More and more people -- wealthy and middle-class alike -- turn to professional financial advisers to help them navigate an increasingly complex economic world.