The financial-advisor tag has no wiki summary.
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1answer
35 views
Are most financial needs analyses created equal?
I'm currently talking to a representative for a company that as part of the service they offer does a financial needs analysis (FNA). A quick online search for "financial needs analysis" turns up a ...
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1answer
24 views
Directory for investment advisors/financial planners in Canada?
This question is specific to Canada, Toronto area.
How does one find a good directory of investment advisors/financial planners?
We have Auto Trader, and Renter's News publications, yet I've never ...
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2answers
135 views
What should I consider when selecting a broker/advisor to manage my IRA?
I am extremely unhappy with my current IRA manager. I am considering a move to another financial planner.
How can I objectively measure a financial expert?
What subjective things should I consider?
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2answers
435 views
Advice regarding how much should be in the bank account after downpayment for a bank to give me loan
I am planning to buy a condo in Chicago, IL - USA
Let's say that I am buying a condo worth 250,000 and is FHA approved.
Let's say that I have 70k in my account.
When I pay 20% down, and after ...
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3answers
153 views
How to find a good third-party, 401k management/advice service?
I have a 401k with my employer that offers a pretty good contribution matching benefit. I am young and I've had the plan for about 5 years and my money is starting to grow into a pool that is big ...
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4answers
235 views
What can I do to help my financial situation?
Past January I asked for advice about my financial situation and the answers were very helpful to me. As a result, I feel like my situation has improved somewhat. So I wanted to get some advice on ...
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1answer
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How to find a good financial planner in India
For last few months I am looking for a god financial adviser but cound not found one here in India. I read This SO question but this is not about India. Is there any directory or associations of ...
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1answer
143 views
Do Financial Advisors get Better Deals?
I have always looked after my own financial affairs. I feel I know more than enough about the financial products I use and buy to ensure I get the best deals.
At the moment I am going through a ...
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3answers
153 views
Choosing the “right” NAPFA advisor, and whether fees are fair, etc.?
As most of you perhaps know already, NAPFA is an association of fee-only financial advisors who do anything from pure investment to tax advising to "full spectrum" financial planning. As opposed to ...
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2answers
53 views
How do financial services aimed at women differ from conventional services?
I was recently shopping for booking on personal finance and notice there seems to be a niche targeting personal finance for women. I also noticed that a number of local financial advisors specialize ...
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1answer
243 views
I would like to publicly share the details of my investment portfolio. What websites add value in this regard?
I want to have the ability to share the details of my holdings and have a website track the return over time while making this information 100% public to anyone who may be interested. What websites ...
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4answers
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What exactly can a financial advisor do for me, and is it worth the money?
I've been managing my own expenses pretty meticulously for the past 4-5 years since being out of college and on my own. Because of this, I feel I have more of a clue about finances than the average ...
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3answers
83 views
What's a good way to find someone locally to help me with my investments?
I inherited a stock portfolio from my grandparents, and it has been sitting at the investment house where it was when I got it.
I want to move this portfolio somewhere where the fees are lower and ...
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1answer
94 views
Are all financial advisors compensated in the same way?
I'm considering using one, now that I see how complex personal finance is :) but I'd like to find one whose motives I wouldn't have to question.
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4answers
347 views
How does one find a good financial advisor?
I've talked to a few FA's and they all seem more intent on selling me products than giving me advice.
Case in point - one of them was pushing me to invest my cash savings in her bank's funds when I ...
