The pros and cons of hiring a financial advisor
Opinions expressed by Contractor the contributors are theirs. Whether it’s hiring a financial advisor or managing your own investments, you want to know what’s going on with your money. I have spoken to many people over the years, but I have yet to find someone who has shown me a meaningful value proposition. However, should […]
Do you need a financial advisor before the end of the year? Here’s how to know for sure
Think you need a financial advisor or financial planner? Deciding whether or not to add a financial advisor to your “team” can depend on a variety of reasons, both personal and practical. The end of the year might be a good time to search for your new team member. In a CNBC and Acorns Invest […]
E-Levy is prudent tax intervention
Minister of Finance, Ken Ofori-Atta James Korsah-Brown, public financial adviser at the State Interest and Governance Authority (SIGA), described the electronic debit proposal in the 2022 Budget Report and Economic Policy as a prudent economic intervention to consolidate revenues. He said the telecommunications sector remained one of the resilient sectors after the COVID-19 outbreak, which […]
IQ Financial Advisor – Content page
Illinois broker licensed by Edward jones this summer faces criminal charges accusing him of robbing customers with hundreds of thousands of dollars. Ronald Molo, of Shorewood, Illinois, began his career in the financial services industry in 2001 with Edward Jones and remained with the company until June of that year when he relieved him of […]
IQ Financial Advisor – Content page
FA-IQ contacted the advisors to ask them: What challenges have you overcome – or are you still overcoming – in the male-dominated consulting industry? Helene Andréoli, CFO and founding partner of Large Diamond The partners. Andreoli, based in Portland, Maine, has been in the industry for 21 years and has $ 650 million in client […]
DA Davidson Acts as Exclusive Financial Advisor to QuickFee Limited in Establishing New Multi-Currency Asset Backed Financing with Northleaf Capital Partners
NEW YORK, November 22, 2021– (BUSINESS WIRE) – DA Davidson & Co. has announced that it has acted as exclusive financial advisor to QuickFee Limited in establishing a new $ 70 million multi-currency, asset-backed financing, with Northleaf Capital Partners. QuickFee (ASX: QFE) is a fast growing financial technology company providing an innovative suite of online […]
Why You Should Ask Your Financial Professional About Fees
As a financial professional, I know there are many different ways to compensate investment advisors. With the different fee structures, the question I always encourage my clients to ask is: are the costs fair, reasonable, transparent, and do they help improve their long-term investment results? With this in mind, I encourage people to be courageous […]
/thinkstockphotos-200412055-001-5bfc351346e0fb0051469e44.jpg)
Comparison between financial planner and financial advisor
Consumers are presented with a wide range of financial professionals, all of whom may be vying for their business. “Financial Advisor” and “Financial Planner” are popular titles for people who help consumers manage their money. Every financial planner is also a type of financial advisor, but not every financial advisor is a financial planner. There […]
IQ Financial Advisor – Content page
Cetera Financial said two advisory teams with over $ 532 million in combined client assets have joined its network since Raymond James. Strutzel family wealth management and Martingale Investment Group joined Cetera via Summit Financial Networks, Cetera said. Both teams are based in Schaumburg, Illinois. Strutzel, led by the father-son team David Strutzel and Matthew […]
IQ Financial Advisor – Content page
LPL Financial says a team of advisors have joined their employee advisor model since Wells fargo, where they had $ 745 million in client assets. Al winget, Rob benton, and Andrew Robson are affiliated with Linsco by LPL Financial in Charlotte, North Carolina, where they will be the primary tenants of that office, according to […]