Find us on Facebook
Get smarter while you get social. Invite your friends to financial freedom.
Tag Archives: Adviser
Stay up to date with our tips and posts by subscribing to our RSS feed!
October 31, 2012
- Masters of Money
The Art of Finding and Firing Your Financial Coach
Fitness buffs who work with personal trainers may be familiar with the concept of a coach whose goal is to get the client to eventually wean himself/herself off the trainer’s services. After a year or two, you know the drill, you realize that the motivation to hit the gym must come from within and that it’s expensive paying for a personal trainer after you’ve learned to work independently. The same goes for the pursuit of financial independence. MORE
Tagged Adviser, financial, Independent, Wealth
June 26, 2012
- Money 2.0
Have your say on better disclosure of investment fees and performance
Last year, we told you about a proposal by the Canadian Securities Administrators (CSA) that would require dealers and advisers to report more information about the fees you pay and how your investments perform. Now, an amended proposal with new requirements is out for public comment. MORE
Tagged Adviser, Commission, Information, Investments, Performance, Proposal
February 28, 2012
- Masters of Money
The Yin and Yang of Discount Brokerages and Fee-Only Planning
Online discount brokerages can be an exhilarating experience for investors coming to it via the old full-service advice model. Apart from low commissions, there’s the speed of execution and the feeling that you are in control. Unlike the old days, where a seasoned adviser would mediate and perhaps ask you if you’re “sure” about the wisdom of a particular trade, the online investor executes trades at the click of a mouse button. MORE
February 9, 2012
- Masters of Money
Questions to Ask Before Selecting an Investment Adviser
There’s a word I’m looking for to describe the kind of relationship many people have with investment advisers. Immature? Juvenile? It’s something like that. On one hand, people expect miracles from their advisers. On the other hand, they won’t put much effort at all into choosing the right adviser and then building the relationship. MORE
Tagged Adviser, investment, Questions
February 2, 2012
- Masters of Money
Decades of Decisions
I offer up my experience with an adviser to illustrate the kind of relationship that you can easily fall into if you’re not careful about who you pick to provide you with financial help. Here are some thoughts on what to look for in an adviser at various stages of life. MORE
Tagged Adviser, Broker, Life Stages
