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2. How to find a trusted retirement advisor: Factors to consider ...

   www.aol.com/finance/how-to-find-a-retirement...

   After you sign on as a client, your advisor will usually put together a report that gives you a sense of how much you’d need to save to reach your retirement goals, along with an estimated ...

3. How to know if a financial robo-advisor is right for you - AOL

   www.aol.com/know-financial-robo-advisor...

   But robo-advisors are typically much more accessible. For instance, Vanguard just lowered the amount you need to invest to use its Digital Advisor service to $100 from $3,000.

4. Investment policy statement - Wikipedia

   en.wikipedia.org/wiki/Investment_policy_statement

   When the investor is an individual client, as a general rule, the investment manager (or financial advisor) has the responsibility of creating the document, since the manager is generally more familiar with its purpose and normal content. Both the manager and the client generally sign the document, indicating acknowledgment of and agreement to its several parts. This can serve to protect both ...

5. Financial adviser - Wikipedia

   en.wikipedia.org/wiki/Financial_adviser

   A financial adviser or financial advisor is a professional who provides financial services to clients based on their financial situation. In many countries, financial advisors must complete specific training and be registered with a regulatory body in order to provide advice.

6. Cetera Financial Group - Wikipedia

   en.wikipedia.org/wiki/Cetera_Financial_Group

   Cetera Financial Group (commonly referred to as Cetera) is an independent wealth hub and financial services provider comprising, among other companies, one of the largest families of independent registered investment advisers and broker-dealers in the United States. As such, Cetera provides financial advisors, tax professionals, and financial institutions with market and investment research ...

7. Ultimate Client Onboarding Checklist for Financial Advisors ...

   www.aol.com/ultimate-client-onboarding-checklist...

   What to Include in a Financial Advisor Client Onboarding Checklist Financial advisors reviewing the phases for their client onboarding checklist.

8. Registered investment adviser - Wikipedia

   en.wikipedia.org/wiki/Registered_investment_adviser

   Registered investment adviser. A registered investment adviser (RIA) is a firm that is an investment adviser in the United States, registered as such with the Securities and Exchange Commission (SEC) or a state's securities agency. The numerous references to RIAs within the Investment Advisers Act of 1940 popularized the term, which is closely ...

9. How to choose a financial advisor: 6 tips for finding the ...

   www.aol.com/finance/choose-financial-advisor-6...

   Here are six tips to help you choose a trustworthy financial advisor that you can rely on. 1. Identify why you need an advisor. Before you choose an advisor, you’ll want to spend some time ...