Search Results - Financial advice

1. Who is an "Independent" Financial Advisor?
October 30, 2017

What do investors expect from a Financial Advisor? The straight forward answer for the above question will be “unbiased advice”. Investors expect the advice given by the financial advisor to be unbiased, neutral and independent. What do they really get from Financial Advisors? Most of the investors get only “misselling” in the form of financial advice. Most of the financial advisors or investment agents/brokers are following the commission based model. That is, they will recommend (sugar coated misselling) an investment scheme and you need to invest in that scheme through them... (read more)

Author: Ramalingam K

2. How to transform mis-buying/selling into a smart buying?
August 27, 2017

Are you completely satisfied with the financial products you have bought or investments sold to you? If your answer is No, is it because of mis-selling or mis-buying? Mis-selling means that you were given unsuitable advice, the risks were not explained to you or you were not given the information you needed, and ended up with a product that is not right for you while mis-buying means buyers’ sheer ignorance towards the details and intricacy of the financial product. There is this one example where one retiree and his wife went to financial planner to review their investment portfolio... (read more)

Author: Ramalingam K

3. Incredible Moving Advice to Find an Affordable Home
July 25, 2017

The U.S. Business Office is out with new lodging begin numbers, and the agent term is "bounce back," as the numbers came in front of examiner desires. As indicated by the Trade Office, U.S. lodging begins add up to 1.215 million in June (a 8.3% ascent), in front of the 1.16 million begins anticipated by financial specialists. The number is an empowering one for the land part, as U.S. home begins had declined the three earlier months. Indeed, even with the more grounded than-anticipated numbers, land specialists say the home deals scene stays unaltered, with venders as yet giving or... (read more)

Author: Daniel Brooks

4. Fortunate Investor: New Updated Website Released
July 07, 2017

The Fortune Investor has just published a new and improved website for their readers. The husband and wife team hope their advice can help families and professionals around the country. The site features articles on a range of different topics, and all of them should assist people in making better financial decisions. Millions of individuals already use the domain to gain a better insight into the latest techniques. It is hoped the service will grow and expand during the next few years. Mr. Fortunate Investor has more than twenty years professional experience as an entrepreneur. He’s dealt ... (read more)

Author: John Doe

5. John Bazouni - The Right Place for Property and Financial Services
December 07, 2016

John Bazouni, property developer and expert finance consultant, will be launching a brand new website that is accessible to anyone seeking financial information and services. We are excited to be sharing this website and know that it will be a valuable tool and reference place for those who need help and advice regarding financial matters. If you seek information on investment plans, mortgage brokerage, real estate and other investments, or information on managing your finances, John Bazouni will be able to provide the best solutions and give you information that is backed by adept knowle... (read more)

Author: John Doe

6. Traveling Is Easy After You Read These Tips!
November 22, 2016

Most people get a thrill from world travel. While it's fun to think about this, it's important to note that a lot of planning goes into taking a great vacation. The following advice will help you get the absolute most out of your adventures to new places. When going to a foreign country, use ATMs to withdraw money. In most cases, banks and other financial institutions are able to get far better rates of exchange that you ever personally could alone. You can save a lot of money later by doing this. If traveling by air, it is important to think ahead of time. The trip to the airport re... (read more)

Author: mohamed shaker

7. Why do entrepreneurs feel the need for business advisory and management consultant?
September 27, 2016

Business advisory and management consulting are quite popular today because entrepreneurs have pressures of managing top and bottom lines. Hence, they need business strategies that can bring the sustainable and significant competitive edge. When a consultant who has relevant experience in the field handles the consulting assignment, it makes a big difference. It offers effective advice to business houses, venture capitalists, investment, and financial firms, etc. An expert business advisory services uae has the potential to bring a significant improvement in the service quality and ... (read more)

Author: John Edward

8. Get Professional and Impartial Mortgage Advice from the Experts
August 19, 2016

Taking a financial loan to buy a house or any other property is a daunting task, but if you have something to keep as mortgage then getting the money becomes quite easy. However, this entire process of mortgage is difficult if you have no idea about it. So why not hire a mortgage broker? Read on to know how. For many money-borrowers, finding a mortgage lender is not a big challenge but the real challenge is to sort out between the best from the online lenders, banks and others who are eager to accept your application for the loan. So how do you know, which one will offer you the most comp... (read more)

Author: Alick Willson

9. Choose a Mortgage Broker to Get Useful Financial Advice
July 19, 2016

The word mortgage appears in everyone's life at one point or another. It may not affect you directly but some of your known may be. Nevertheless it is essential to find a good and genuine mortgage broker who can cater to your financial issues. Financial advice is something that not everyone can give you and that is why you require a good mortgage broker Edinburgh or wherever you live. If we consider Edinburgh then there are certainly many financial firms that offer broker services to their clients so that they can take a well informed decision about their mortgages and finance... (read more)

Author: Alick Willson

10. Understanding Bankruptcy in New York - Facts worth Knowing
July 13, 2016

Filing for bankruptcy is a huge financial decision, and there are many aspects to consider. As a person dealing with multiple debts, your situation is always unique. Before you can think of bankruptcy as an option, it is always good to talk to a lawyer in detail. The laws related to New York can be different and there may be a number of things worth considering. In this post, we will talk of some of the aspects about bankruptcy, along with tips and advice to choose a lawyer in the state. Getting a Start: First things first, you need to find a New York bankruptcy lawyer. There ar... (read more)

Author: Simonds Lee

11. Managed Forex Trading: Interesting New Perspective
July 04, 2016

In the last few years, people have been drawn to the idea of financial trading. This is certainly a method that can bring forward important gains. However, apart from experience and a bit of luck now and then, you need knowledge and if possible helpful pieces of advice coming from actual specialists. Even though the idea itself is incredibly popular, there are not that many successful traders. This is actually how the concept of managed Forex accounts was brought to life and in all fairness, this is what will keep financial trading going. The market has proven many times that it has a truly un... (read more)

Author: Fabiola Groshan

12. Benefits of Consulting a Commercial Mortgage Broker
June 28, 2016

Commercial mortgages are completely different from home loans. First and foremost, the repayments have to be assured using an immovable property or collateral. Next, a borrowing entity need not always be a person; it can be a company as well. Financial services have changed and evolved from time to time, and thus, it has become an absolute necessity to take advice from a reputable commercial mortgage broker. They are the most qualified people to assist their clients in this regards. A lot of reasons can be given towards the benefits of hiring these people; they can assist people in both saving... (read more)

Author: Rickey Jones

13. Steps to find a financial planner for managing your pension
May 11, 2016

Usually the entire process of managing a pension is overwhelming people, because there are plenty of aspects, which have to be considered. In addition, they do not have the needed experience to know what papers are needed, and what steps they should follow in trying to obtain the pension. If you are finding yourself in this situation, then it is advisable to hire a financial planner, because it has the needed experience and knowledge to know how to manage your financial plan. The main aspect you should consider before choosing one is that you and your family will work with the financial planne... (read more)

Author: Fabiola Groshan

14. New US Rule Will Protect Citizens Saving for Retirement
April 06, 2016

The Obama administration announced the release of a long-anticipated rule Wednesday regarding how the financial industry gives retirement savings advice to clients. The plan includes more concessions to brokers than what was originally proposed six years ago, in an effort to make it less disruptive to current operations. The fiduciary rule targets brokers and financial advisers who promote retirement plans that may not necessarily reflect the clients' best interests, but instead provide extra commissions to the firms. More specifically, when clients transfer savings from a 401k (requ... (read more)

15. Do you need pension advice? Talk with a financial planner
March 21, 2016

When the time to retire is close, you have to consider a lot of things, because important decisions are ahead, and you have to be sure that you are getting the right advice. The process of converting your pension pot into retirement income is quite complicated if you do not owe the needed information, and sometimes only an expert can handle it. Not all the persons have to collaborate with a financial planner in Leeds, because many of them have a pension scheme that pays them an income based on their salary once they retire, but some of them do not. In this situation, they have to be sure that ... (read more)

Author: Fabiola Groshan

16. Tied Agents
February 04, 2016

Tied Agents A tied agent means a person established in a Member State, who, acting under the full and unconditional responsibility of only one Investment Firm of a Member State and, on whose behalf it acts, (i) promotes investment or/and ancillary services; (ii) attracts clients or prospective clients (iii) receives and transmits client orders in respect of investment services or financial instruments; (iv) places financial instruments and/or (v) provides advice to clients or prospective clients in respect of those financial instruments or services. Any Investment Firm, or credit in... (read more)

Author: Soteris Pittas

17. What you may not know about Timing the Market?
January 29, 2016

Timing is everything. Is it true in every case? In the financial world, you hear a lot of solicited and unsolicited advice about the right time and timing, with respect to investments. Which is the right strategy with regard to investment? Is it ‘doing it at the right time’ or ‘the best timing to do it’? Let us say you and your friend plan a long train journey from Kanyakumari to Jammu. You are risk averse and you stick to one single train from Kanyakumari to Jammu, while your friend decides to be adventurous and changes trains whenever there is a layover. What’s his motive in doing that?... (read more)

Author: Ramalingam K

18. How to Identify and Avoid Tricky Financial Advisors?
January 12, 2016

It is a common thing to hear these days that when you are looking for a suitable investment plan to fit in to your financial plan, not every time can you expect the correct advice from the financial advisors. While discussing about investment with an advisor, many times you might come across incorrect guidance. It is at this time where one gets to how to handle things wisely and stay protected from such advices that might trap you in the end. When we conducted a small survey, we found advisors (or the so-called relationship managers) misguiding the naive and easily trapped customers,... (read more)

Author: Ramalingam K

19. Jody Rookstool Offers Financial Advice on ThreeDollarClick net
January 11, 2016

Jody Rookstool, a marketing expert who has utilized a number of creative and innovative strategies over the years, recently supplied valuable financial advice on ThreeDollarClick.net . Rookstool, who has authored a book on attractions throughout the state of Texas, provided unique insight into the use of strategies that both enhance the marketing efforts of a business while simultaneously generating additional and potent streams of revenue. A longtime proponent of this kind of marketing efficiency, Rookstool’s financial advice is widely regarded as easily applicable to organizations in every... (read more)

Author: John Doe

20. Making the Change for a Stronger Financial Future
January 06, 2016

When it comes to being a single woman, no matter what your age, it’s important to know how to be financial ready for unexpected obstacles. With today’s economy, there are so many expenses that no one can plan ahead for. It can be the worst feeling having to go to the emergency room and know that the endless hospital bills will start to fly into your mailbox. There are lots of places to receive financial advice for single women. It’s the right type of financial advice that is hard to find. There are many techniques to save money, but which way is right? There isn’t a rig... (read more)

Author: Cleo Gib

21. A Financial Advisor Can Make Retirement Planning Easier
January 05, 2016

When a person is in the market to buy a house, they turn to a realtor for advice. When someone needs help with a medical issue, they turn to a doctor. Why, then, would a person in need of financial advice turn to anyone but a financial advisor? When in need of help with an issue as important as money, a professional should be consulted to ensure a person is receiving accurate advice. Why should someone take the chance of putting their financial future at risk when they could consult with a knowledgeable and helpful financial advisor in Greenville, SC? Matters of finance can be confusing for m... (read more)

Author: Cleo Gib

22. Hire Expert Help from the Top Ranking Financial Agencies to Achieve Success
January 01, 2016

This article is an expert guide on investment and financial planning in Ivanhoe with assistance from top agencies Financial planning is a very important aspect of the overall scheme that helps one take decisions wisely. This encompasses the wide angle of tax management, post retirement planning through superannuation designs, investment planning and cash flow management in business. Hire advice and practical assistance from the leading agencies providing a fail proof and detailed guide for efficient financial planning for your business venture or for some exclusive non-co... (read more)

Author: Alice Campbell

23. Tips on choosing a financial advisor
December 23, 2015

When it comes to your finances, making the right move at the right time is crucial. Working with professionals in terms of finances is more than necessary, when you do not have enough financial knowledge. Receiving adequate pension advice in Leeds, or any other detail concerning this matter depends on the financial advisor or planner you are about to hire. This decision can have a positive or negative impact on your life; therefore, you should make your choice wisely without rushing. A few pieces of advice might make your decision easier. There are several aspects that show the authenticit... (read more)

Author: Fabiola Groshan

24. Kion Kashefi Announces Website Detailing Business Training Advice
December 19, 2015

Kion Kashefi, a highly respected financial advisor specializing in international business, is announcing the release of a new website covering a broad range of issues concerning proper business training strategies. The website, which is now live , already includes several lengthy posts detailing subjects germane to business training, and Kashefi has used his many contacts to ensure articles posted to the website provide the kind of valuable insight and information that can only come from experts and specialists in specific industries. The website is designed to be a resource for entrepr... (read more)

Author: John Doe

25. What should you ask your financial planner?
November 24, 2015

When you do not know how to manage your finances, you should look for a financial planner’s help. He will help you invest your money wisely because they know the market. Your financial planner is one of the major factors that makes you satisfied or not with your firm and make you a comprehensive evaluation of your current and future financial state. He will also predict the future asset values, cash flows and withdrawal plans. He makes a financial plan by including your knowledge and considerations of your life goals, and the future expense levels. He will determine is you had sufficient funds... (read more)

Author: Fabiola Groshan