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. Hourly Fee Fee charged per hour of advice.

Financial Advisor 52

Financial Advisor Certified Financial Planner Ethics CFP 52

Walkner Condon Financial Advisors

MARCH 15, 2023

These weightings change over time, so the portfolio weights for each security would also have to be shifted. The ability also to carry forward losses to future years may also help offset future capital gains, whether they be in a stock portfolio or in another asset class, such as private equity, real estate, or a sale of a business entity.

Financial Advisor 52

Financial Advisor Taxes Asset Allocation Portfolio 52

Clever Girl Finance

JULY 16, 2023

How much does a financial advisor cost? What to look for in a financial advisor: 5 Question to ask Where can I find a financial advisor? Are financial advisors the same as investment advisors? How a financial planner is different from a financial advisor Is it okay not to have a financial advisor?

Financial Advisor 52

Financial Advisor Financial Planner Certified Financial Planner Investment Advisor 52

Clever Girl Finance

JULY 16, 2023

How much does a financial advisor cost? What to look for in a financial advisor: 5 Question to ask Where can I find a financial advisor? Are financial advisors the same as investment advisors? How a financial planner is different from a financial advisor Is it okay not to have a financial advisor?

Financial Advisor 52

Financial Advisor Financial Planner Certified Financial Planner Investment Advisor 52

Sara Grillo

JANUARY 9, 2023

What are the changes in Colorado investment advisor regulations regarding financial planning? Specific examples: Educating financial advisors of all business models (AUM, fee only, commission, etc.) One of their pressing questions is, how do we know that the flat fee is reasonable? Let’s get into it, folks!

Financial Planning 52

Financial Planning Planning Financial Planner CFP 52

Darrow Wealth Management

NOVEMBER 5, 2024

Also note that holding too much non-operating real estate, cash, and/or portfolio assets can disqualify stock from Section 1202 and jeopardize the QSBS tax exemption. Strongly consider engaging a personal team of tax and financial advisors to help guide you through the process.

Taxes 62

Taxes Wealth Management Tax Planning Assets 62

Sara Grillo

NOVEMBER 14, 2022

Yet the investment and insurance communities seem to be on two different sides of the fence when it comes to a solution. Fee only advisors can now purchase annuities for their clients without having to be licensed agents. Salaske agrees that many advisors don’t do a great job. billion.

Insurance 59

Insurance Retirement Financial Advisor License 59

Inside Information

JULY 31, 2022

Yes, there are regulatory requirements to register as an investment advisor. A lot of us are still angry at the decision to take down compensation data on advisors who were listed on the organization’s website, rather than confront the fact that thousands of brokers and asset-gatherers had slyly listed themselves as ‘fee-only.’

Financial Planner 45

Financial Planner Financial Planning Ethics CFP 45

WiserAdvisor

MAY 31, 2022

The objective is to thoroughly understand the background of the broker or investment advisor from whom you intend to buy a product or engage in a business. Before you go ahead with an investment product, you can also ask your peers and friends about their experiences. in the brochure of these schemes.

Investments 52

Investments Investing License Accounting 52

Inside Information

SEPTEMBER 28, 2021

It says that the fiduciary duty covering investment advisors would apply to the entire advisor-client engagement, and arise as a matter of law whenever an investor gives an RIA his/her trust and confidence. giving advice on managing a client portfolio). [Note the term ‘ his ’ throughout.

Financial Planner 40

Financial Planner Financial Planning Commission Sales 40

Walkner Condon Financial Advisors

FEBRUARY 6, 2024

large cap horse, lest your portfolio run the risk of colliding into a trolley cart of horse manure returns. But the key benefit of independent, fee-only financial advice just might be the objectivity of an experienced professional that has shepherded clients through different markets and understands the dangers of recency bias.

Assets 59

Assets Investments Investing Marketing 59

Inside Information

OCTOBER 30, 2021

The argument with the regulators is that the more they require all advisors (including, of course, wirehouse brokers who call themselves ‘advisors’) to behave as fiduciaries, the more likely investors will be to receive advice in their interests, quality investment counsel, low portfolio expenses and fewer conflicts getting in the way.

CFP 40

CFP Commission Investing Investments 40

Sara Grillo

SEPTEMBER 26, 2022

I do believe it should be different regulated differently from portfolio management, which is the typical definition of the registered investment advisor, but that it shouldn’t be the CFP Board that is controlling the regulatory environment for financial planners. Salaske: What is an investment advisor?

CFP 59

CFP Financial Advisor Financial Planner Ethics 59