Articles tagged with: financial advisors
Financial Planning »
eFileCabinet Partners with Allegis Advisor Group
by PR or News Wire
eFileCabinet, inc., an expert paperless software solution provider for small business, announced a partnership with Allegis Advisor Group, a full service insurance and annuity Brokerage General Agency company. with eFileCabinet’s on premise document management solution and client portal, Allegis and its financial advisors can decrease office paper, increase productivity and increase security when managing and sharing important documents.
“The focus of eFileCabinet has been to help increase the productivity of paper-intensive businesses that have high customer interaction, and Allegis’s financial …
Retirement Planning »
Financial advisors can be paid in different ways. make sure you understand each type of compensation and choose the right advisor for you.
How are Financial Advisors Paid
Investment Advice »
CAMBRIDGE, Mass.–(EON: Enhanced Online News)–The need for guaranteed income solutions has increased steadily. Indeed, 60% of financial advisors surveyed say their clients who have annuities in their portfolio have increased in the past five years. This and other initial findings from a new IRI/Cogent Research sponsored study, The Evolution of the Annuity Industry, were revealed earlier today at the IRI Annual Meeting in Boston. “We’ve been advocating for an increased role of annuities in client portfolios for many years. These initial findings support the notion that guaranteed income solutions are …
Money Management »
About Me
I’m a reporter on the Investments and Wall Street beat. Before joining Forbes, I wrote about everything (Seriously-everything) related to financial advisors for a trade pub called Registered Rep. I find Wall Street fascinating. it employs some of the smartest individuals in the workforce who manage trillions of dollars on behalf of others. Sometimes they are successful and other times they fail miserably-and bring the rest of the world down with them.
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<a href="http://blogs.forbes.com/halahtouryalai/2011/07/26/soros-exits-and-takes-a-cheap-shot-at-regulators/tag:news.google.com,2005:cluster=http://blogs.forbes.com/halahtouryalai/2011/07/26/soros-exits-and-takes-a-cheap-shot-at-regulators/Tue, 26 …
Retirement Planning »
One of several reasons many people are reluctant to hire a financial advisor is confusion as to the advisor’s compensation and concern about ulterior motives.? Given all the Bernie Madoffs in the recent news and the failure of regulators to do their part, trust of the financial community is understandably low.? that said, comprehending how advisors make money is not difficult. although few advisors will publish a rate schedule, nearly all will quite willingly disclose their compensation upon request – they have to. Learn the different methods in which financial …
401(k)s & IRAs »
The purpose of having an emergency fund is to have cash on hand for unexpected emergencies. the goal is to have cash available for these emergencies rather than having to take out a loan or rack up high-interest credit card debt. many financial advisors recommend setting aside three to sixth months? worth of living expenses in a savings account. For example, if it costs you $3,000 per month to run your household, you should earmark $9,000 to $18,000. Start setting aside some money from each paycheck even if it?s a …
Financial Planning »
Financial Consultant | how you can choose the best financial advisersApril 5, 2011 – 11:47 am
If you’re wondering how to choose the best financial advisor, you should know to take a closer look at who will manage your money and investment methodology that can help a lot. to correctly select the best financial advisors, to ensure that it meets certain requirements.
For this reason, it is a good idea to check if your potential financial advisors have a fiduciary responsibility. They must be registered with the RIA (Registered Investment …
Retirement Planning »
providing independent financial advisers or big companies, which are mainly designed to focus on high net worth individuals (HNWI). this action ensures long-lasting ties with the organization and the customer involved. these clients fill out bracket or the upper mass affluent retail sales, since their net worth, number of investment funds, they choose to invest their assets (such as insurance, mutual funds, stocks, bonds, etc., etc.) under management. Major financial and brokerage institutions to create a separate sales organizations, services, and other “advantages” to retain or attract those customers, …
Financial Planning »
How to find Certified Financial Planner Education
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Education of Financial Planner certification standardize level of excellence in tax, retirement, personal and corporate financial planning. showing the main effects of recent financial uncertainty and a huge online access to this and the best way to evaluate the financial operations is essential for optimization. Many companies looking for certified financial planners that matches their handling of the financial transactions and the oscillator.
Nowadays online education is very …
Financial Planning »
Who do you guys like and/or dislike with the radio and television financial advisors? Why do like/dislike them. do you give any of them actual credibility as top financial advisors?
Here’s mine:
1. Brian Preston (the Money Guy) – 5-starsPros- Brian is the best of the best in my opinion. he talks about things that people with a little financial sense and willpower can do. Doesn’t talk down to you like (cut up your credit cards, you’re not smart enough to use them) and such things. I like that he is a …
