Nerd's Eye View

DECEMBER 6, 2023

While commission-based models remain in use, fee-for-service models (including AUM, hourly, retainer, and subscription) have become increasingly popular. Over the past several years, the financial services industry has undergone a tremendous evolution in how financial advisers deliver and charge for their services.

Investing 246

Investing Investments Retirement Planning Financial Advising 246

Clever Girl Finance

JANUARY 22, 2024

If you’re really struggling financially and aren’t sure which problem to tackle or how, budget counseling can help. Table of contents What is budget counseling? Does budget counseling affect your credit score? Articles related to counseling and budgeting Consider budget counseling to get your finances in order!

Budgeting 90

Budgeting Financial Counseling Debt Management Financial Advisor 90

Clever Girl Finance

SEPTEMBER 19, 2023

Tell yourself things like “I can do this,” “Being debt-free is worth it,” and “Goodbye debt.” Create a budget for your spending Creating a budget is your next step on how to get out of credit card debt. Here is an example of a budget to help you out !

Budgeting 97

Budgeting Planning Financial Planning Accounting 97

Harness Wealth

MAY 25, 2023

The primary fee structures are: Fee-only : Advisors only receive payment from their clients for the services they provide, not receiving any commissions or other incentives from product providers. Fee-based : This structure is a blend of fees and commissions. How Much Should I Expect to Pay for Financial Advice?

Financial Advisor 52

Financial Advisor Certified Financial Planner Ethics CFP 52

Fortune Financial

SEPTEMBER 25, 2023

Regulatory Compliance Ensure the wealth management firm is registered and compliant with relevant regulatory authorities. In the United States, this often means being registered with the Securities and Exchange Commission (SEC) or state-level agencies. Fee Transparency Transparency is paramount when it comes to fees.

Wealth Management 59

Wealth Management Management Risk Tolerance Retirement Planning 59

WiserAdvisor

JUNE 2, 2023

These professionals also hold expertise in various fields, such as retirement planning, tax management, estate planning, investment management, insurance, debt management, wealth management, and more. Investment advisors help manage and diversify a client’s portfolio to limit their exposure to market volatility.

Financial Advisor 40

Financial Advisor Financial Planner Wealth Management Portfolio Management 40

WiserAdvisor

AUGUST 3, 2023

A reputable financial advisor should provide a comprehensive range of services, including budgeting, debt management, insurance optimization, tax planning, retirement planning, estate planning, and investment management. You may use self-directed investment strategies or low-cost robo advisors to manage your portfolios.

Financial Advisor 52

Financial Advisor Retirement Planning Fee Only Retirement 52