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Finance Advisor

 

Finance Advisor Knowledge Base

I need to talk to a "personal finance advisor" But I do not know Where I can find one??

Hi, I have heard of a "Personal finance Advisor" since I need help obtaining information on different loan "Opportunities" And hel...

What is an adequate success fee (%) to pay a corporate advisor when raising finance?

I am looking to appoint a corporate advisor to help us to raise funds. I have looked at a few ones but I was wondering if anyone has experience using ...

I'm currently a teacher wanting to switch to finance. Would a financial advisor be a good entry level job?

I'd like to get an MBA, but I know I need experience. I am fluent in Spanish and French and I'd like to eventually be in international finance. Any s...

what is a personal finance advisor?

i saw it was one of the fastest growing careers what do they do? what degree do you need? how much money do they make? any info on this career...

When pursuing a career in Finance (investment broker, financial advisor, etc), how important is accounting?

I'm curious b/c my managerial accounting class is required for a finance degree, but it doesn't seem like it has much to do with investing and to be q...

how do you become a financial advisor?? I finished finance but I dont know where to start to become that?

I just got my B.S in finance. and also what are some of the best entry level jobs or best direction to head in with this degree? thanks :)

Complete Finance Advisor Knowledge Base

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Retirement Planning

 

Retirement Planning Knowledge Base

Retirement planning?

I am 27 years old and want to start saving and planning for my retirement. I have never researched anything like this before so all this investment ta...

What is the right time to start 'Retirement Planning' ?

When should one start planning for retirement years and what is the best retirement plan?

How to transfer the US-based 401k account balance to a 2a or 3a retirement planning account in Switzerland?

The company I worked for in the U.S. is closing down the 401k plan. I moved back to Switzerland and would like to transfer the funds from this US-base...

Retirement planning for American expats?

When Americans live in other countries (and work for foreign companies), what do they do for retirement planning? The U.S. has tax treaties with many ...

Retirement planning and options at age 26?

I'm 26, Single, Male earning about 3 lac p.a. in Delhi, India I wish to start planning and investing / saving for retirement ASAP. Can someone g...

What should i be looking into for retirement planning?

I have to write a retirement plan for my gerintology class and i have no idea where to start. The plan is for myself at retirement, I am now 27 and ex...

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Investments

 

Investments Knowledge Base

Investments?

I am taking an investment class this semester. I need to make 500K in “phantom investments” into a program called Stock-Trak Simulation. 100K ...

investments?

I have this money which is not making any money for me, so i am planning to invest in some little thing. (about $1200) can anyone suggest me what sor...

What kind of investments could I get for my newborn daughter for long term financial gain?

I want to give her a good if not great start once she is 18. I hope to have a good enough investment to at least pay for college, but I would love to...

What are some good investments for the imminent inflation crisis that will soon hit us?

Im looking for investments that will increase during an inflationary period. Im not looking for arguments or opinions on if/when its going to happen j...

What percentage of US households has investments in the stock market?

Where can I find statistical data, from a reliable source, about how many households (I'm looking specifically for middle-class, but global stats woul...

What type of investments should a young adult start out with?

I leave for Navy boot camp in 2 months. I'm thinking that it would be very beneficial to start investing my money right away. What type of investments...

Complete Investments Knowledge Base

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Life Insurance

 

Life Insurance Knowledge Base

Life Insurance?

My husband, 32 and I, 30 are looking into life insurance. Can anyone tell me which company or websites I can use to get information. There are so ma...

Life insurance?

I need to get life insurance but I have heard that you don't get the policy on yourself but that your spouse is supposed to get one for you.... What i...

life insurance?

I would like to get life insurance, I am single, going to be 23 years old, I dont need anything major but i would like enough to pay off all of my bil...

What exactly is life insurance and how does life insurance work?

What exactly is life insurance and how does life insurance work? I don't understand, won't you be dead or something so what does it do for you? ...

What exact is whole life insurance, and how do life insurance companies profit from selling it?

Agents are always extremely keen about selling my family whole life insurance instead of term. According to the agents, whole life is preferable to te...

How do life insurance agencies make their profit?

I have a few questions here and thanks in advance. Can anyone please explain how do life insurance agencies (or financial advisory agencies) make t...

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Financial Services

 

Financial Services Knowledge Base

How do you start a financial services company?

How do you start your own personal financial services company. What are the steps that one must do besides acquire the required licenses and eduacatio...

How does financial services (charity/discount) work at hospitals? How much can I be discounted?

I'm about to apply for financial aid at a hospital making $11/hr @ 30hrs/week and was wondering anybody's experience with these services. I know it's ...

What is the salary range for a Financial Services Consultant?

I have an interview Tuesday for an Financial Services Consultant position. Its basically new accounts, credit/lending, selling cds, annuties etc for a...

What are the requirements to start a financial services company?

I just wanted to start a small scale business of financial services company, Does anyone tell the basic requirements? Thank you

What type of jobs in financial services can I get with an engineering degree?

I'm currently in my 3rd year of electrical engineering and have an urge to enter financial services. I hear the financial industry love engineers ...

How can an engineer get into the financial services industry?

I'm at a crossroads in my career. I'm burnt out of engineering and want out. I realized that it just isn't me. I have been interested in the financ...

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Financial Planning

 

Financial Planning Knowledge Base

Financial planning?

I am planning to move out for my first time and I would like to know about how much do I need to have saved in order to live without worrying?

Financial Planning?

I have no experience in financial planning and have no idea what company im want to go with. im in the begining stages of checking into it. If anyone ...

financial planning?

to save money iam searching for a best finacial planning solutions

How to market a personal financial planning and family budgeting, investing service on the net?

Hi, I want to offer a personal financial planning service for young families, covering analysis of present financial condition, budgeting, investme...

Career in financial planning in different countries?

I am now working as a paraplanner in Australia. However, my husband is working in China and I really want to be with him. But I do not want to give up...

As a manager of a financial planning business you have two financial planner?

As a manager of a financial planning business you have two financial planner. In an hour, Phil can produce either one financial statement or answer 1...

Complete Financial Planning Knowledge Base

Financial Planning Images

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Investment Advisors

 

Investment Advisors Knowledge Base

What is the best place to search for hourly fee based financial planners / investment advisors?

What is the best place to search for hourly fee based financial planners / investment advisors?

How do investment advisors get paid?

I hear that it's either a 1-2 percent annual fee split into 4 quarters based on current value of portfolio. Then I hear, it's hourly? And if it's ho...

I have seen ads about recovering funds lost by fraudulent and unethical investment advisors on tv recently.?

I think is is a Government agency or at least a regulated non-profit. What is the name of the agency and contact info? My ex has lost much of her r...

is there a place where i can get a list of investment advisors?

Is there a government registry or something where I can check if someone has a certain certification (AKA Series 65)? How can people verify if someone...

Why do investment advisors shun local small business investments?

I have been looking for some small investors to grow my 26 year old business reformed as an LLC about a year ago. Each time I locate someone, they...

Can anyone recomment the Motley Fool investment advisors? Comments?

Has anyone besides themselves rated this organization? Is it just another scam to fleece the naive?

Complete Investment Advisors Knowledge Base

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Insurance

 

Insurance Knowledge Base

insurance???????

just wondering. my mom has a trailblazer and my dad has a lumina. they already have full coverage. my question is do they have to add my the insurance...

Insurance.....?

Does anyone here have insurance for their dog? How much does it cost or does it depend on different factors (breed, age, etc). If you don't mind tell ...

What is the type of insurance that covers bodily injury and property damage to others?

1: What is the type of insurance that covers bodily injury and property damage to others? liability uninsured motorist comprehensive collision ...

How do we get insurance companies to reduce medical insurance premiums to employers?

Let's face it, here in the U.S. the medical insurance premiums for group health coverage is rising faster than inflation. As a result, a lot of compan...

How long is a insurance company required to give before they cancel your insurance?

My insurance called me yesterday and informed me that they would be cancelling my insurance because I have rented my house to a group of students. Th...

What types of insurance does an event planner need?

I am interested in starting my own business from home as an event planner (no employees, just me). However, I am unsure about the insurance aspect of ...

Complete Insurance Knowledge Base

Insurance Images

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Registered Investment Advisors

 

Registered Investment Advisors Knowledge Base

How to become a Registered Investment Advisor?

You only need to register (and pay fees)? You don't need to pass exams? May you charge a fee on profits? Do you periodically have to submit repor...

Is an SEC-registered investment advisor required to provide performance reporting to its clients?

Most registered investment advisory firms provide investment performance reports to their clients. Is this required to be in compliance with SEC regul...

how do I become a SEC Registered Investment Advisor?

I have a bachelors degree in finance and would like to do this independently as opposed to working at a firm. Can someone guide me through the process...

Can a REIT be managed by a Registered Investment Advisor firm?

Should I be charged a quarterly fee by an investment advisor if a REIT is a non-manageable item? The REIT will be part of my overall advisory account ...

If I want to become a registered Investment Advisor?

I know I need a series 65. Classes...then tests then what???? I realise this is only to give advice Vs selling any security. Does this fall unde...

Advice please. Should I become a Registered Investment Advisor?

I have approximately 25 years in the brokerage business but the last twelve were as a Branch Mangager for a discount broker where I could not give adv...

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Health Insurance

 

Health Insurance Knowledge Base

health insurance?

My company allow me to buy my parent's health insurance with me. can i include that amount into my itemize deduction? even though my dad file his own ...

Health insurance?

I have health insurance with my employer and it only covers 80% of the expenses. If I go to the doctor will they bill me for the 20% I have to pay out...

Health Insurance?

I'm doing an assignment on health insurance and I wanted to know why is it a good thing to get health insurance? ...

HEALTH INSURANCE!!!!!!?

Does anyone know of any family health insurance that is affordable.. my husbands gets laid of in the winter and we need to be able to afford it ..

What reputable health insurance companies are out there?

My mom doesn't have health insurance and my job doesn't give insurance to family members. I would like to pay monthly to a health insurance compan...

How would health insurance businesses be able to stay viable if the Senate bill is passed?

As I understand it, the bill forces all Americans to have health insurance. However, I think that the fine for having no health insurance is around $7...

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