The demise of the personal financial advisor can probably be a real benefit to the retail consumer if companies can step up their web presence and also create low-cost, easily explained products for their customers.
FORBES: Regulators At Last Step Up Retail Financial Oversight
Clients themselves may also prefer a more personal relationship with the advisor rather than a team.
You the client must be comfortable with the advice you are getting, must have a personal relationship with the advisor, meet with the advisor regularly and provide the advisor with your current financial information.
Other important factors: what their financial advisor thinks, personal experience with the mutual fund company and current events in the markets.
Nothing in this article should be construed as investment advice regarding any particular investments for any particular individual circumstance and you should consult with your own financial advisor regarding your personal situation.
Nothing in this post should be construed as investment advice regarding any particular investments for any particular individual circumstance and you should consult with your own financial advisor regarding your personal situation.
Whitney Johnson, author and career and life advisor agrees: "Personal packaging is absolutely vital" she says.
CNN: Fake Amazon resume proves the power of personal branding
The secret sauce for Future Advisor is the combination of personal data, open government data and proprietary algorithms.
As a result, the act of selecting an advisor has been limited to personal recommendations, and what little information consumers can find on the SEC and FINRA websites.
FORBES: It's Time For A Universal Performance Standard For Financial Advisors
And successive governments have become adept at creating not-quite-ministers who become part of an unpaid payroll vote...an MP who is the prime minister's personal envoy on this, or policy advisor on that, will think carefully before ditching their role.
On a personal note, Tim has been a wonderful friend and a dependable advisor throughout these last four years.
WHITEHOUSE: President Obama Nominates Jack Lew for Secretary of the Treasury | The White House
It was in this context that the then Science Advisor gave me an assignment that was in the category of personal for the President.
The Center calls for independent reviews by the President's Science Advisor and the General Accounting Office of the foreign availability of the personal computers affected by this decontrol action.
Hold yourself accountable by asking a mentor, business partner, or a trusted advisor to meet with you quarterly to discuss the progress on your personal goals and mission statement.
FORBES: 3 Tips for a Resolution You'll Keep: Your Personal Mission Statement
Another colleague, Rick Kahler, author and co-author of several books including one of my all-time personal finance favorites, The Financial Wisdom of Ebenezer Scrooge, insists every financial advisor needs his or her own financial advisor.
FORBES: Personal Finance Is More Personal Than It Is Finance
As the New Year begins, this is an opportune time to contact your advisor and schedule a time to discuss your account(s), personal information and any changes that may have occurred to your time horizon and investment objectives.
应用推荐