Questions tagged [financial-advisor]
For questions related to evaluating, choosing, and understanding a financial adviser. However, specific service recommendations are off-topic.
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How can I make sure my financial advisor has a good track of success?
I will be exiting my main business real soon and projecting that in 2 years time I will also exit my other businesses or at least sell them at whatever someone is willing to pay.
This will net me ...
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Consolidate wealth management / advisors or use multiple?
About 10 years ago, my parents organised a joint account with a financial advisor for me and my sisters, and it was seeded with a lump sum that we all inherited. The advisor is a large "wealth/...
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Canadian nomad, USD earnings - how to invest/preserve currency
I'm a Canadian tax resident who moves around a lot. Exchanging currency stresses me out so much if I think about it that I basically have just decided to accept volatility.
I work online, and am paid ...
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Advice for finding a qualified accountant for grad student & real estate tax and financial planning
I'm a bit worried about getting bad tax advice this year for a number of reasons. I just started a PhD program this fall, which meant a number of big changes for me:
I had to sell my house and move ...
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Fiduciary Responsibility of an RIA
I'm currently an investment advisor with my own RIA sand I was approached by a company to do live streams talking about trade ideas and investments. They charge a subscription to their viewers and I ...
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What were quarterly values of the MSCI "WMA Private Investor Income Index" (TR) for the last 5-6 years?
In the UK, the WMA indices are quite popular with "wealth management" types for benchmarking performance of clients' multi-asset portfolios.
I'm interested in finding the historic values of the WMA ...
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How to regain credit after two car voluntary repossesion, five credit cards amount to 10K?
What are the necessary steps to get back on the road to fixing a credit after not paying 10K worth of credit cards (behind 6 payments for 6 months) and two car voluntary repossession? This is after a ...
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Financial Planning and Management
I have a cousin that I assist with some of her business affairs and I provide some financial assistance. She is in her late seventies and has no other close relatives. Since she lives on the other ...
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Global FPSB not to renew its licensing agreement with FPSB India what does it mean for the current & future CFP aspirants
Global FPSB has decided not to renew its licensing agreement with FPSB India. Reference link
The agreement between FPSB and FPSB India expires on March 31, 2020.
I plan to become a Registered ...
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