Luxist Web Search

Search results

1. Results From The WOW.Com Content Network

2. What Are the Tax Implications of Switching Financial Advisors?

   www.aol.com/finance/tax-implications-switching...

   A client meeting with a new financial advisor. Switching financial advisors can come with tax implications that investors should be aware of. For one, the transfer of assets between accounts may ...

3. Fiduciary vs. financial advisor: How these types of advisors ...

   www.aol.com/finance/fiduciary-vs-financial...

   Cost. A financial fiduciary need not cost more than a financial advisor. Financial advisors may be paid a flat fee per job, an hourly rate or a percentage of assets under management. In contrast ...

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

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

   Advisor matching tools: There are many online services that match clients with advisors such as Zoe Financial, Wealthramp and Harness Wealth. These tools are typically free to clients and can help ...

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. In the United States, a financial adviser carries a Series 7 and ...

6. Financial planner - Wikipedia

   en.wikipedia.org/wiki/Financial_planner

   Watered stock. v. t. e. A financial planner or personal financial planner is a qualified financial advisor. Practicing in full service personal finance, they advise clients on investments, insurance, tax, retirement and estate planning. As a general rule, a financial planner’s work can: integrate into the range of professional services (eg ...

7. Registered investment adviser - Wikipedia

   en.wikipedia.org/wiki/Registered_investment_adviser

   An IA must adhere to a fiduciary standard of care laid out in the US Investment Advisers Act of 1940.This standard requires IAs to act and serve a client's best interests with the intent to eliminate, or at least to expose, all potential conflicts of interest which might incline an investment adviser—consciously or unconsciously—to render advice which was not in the best interest of the IA ...