Financial Frames

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 financ...

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...

Personal Finance Advisor?

I was wondering what I need to Major in to become a "Personal Finance Advisor"? would accounting be the way to go? right now my major is Bus...

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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?

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 someo...

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...

Any Suggestions?! i'm planning to get a retirement plan (roth ira) under mutual funds, is this good or bad?

Hi, i'm new here about Plans, Investments... I need your suggestions.. i'm planning to get a retirement plan (roth ira) under mutual funds, is...

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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 ...

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 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 ...

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 investm...

What percentage of my investment portfolio should be high risk investments?

I'm 29. What percentage of my investment portfolio should be high risk investments? When do I begin to move these to more conservative investmen...

How often should an investments manager be in touch?

I use a financial planner, and he manages my investments - $140,000 in stocks and mutual funds. Over the course of a year how often should he be in to...

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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...

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...

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...

What is the best life insurance company to work for with great commission?

What life insurance company is the best in the nation to work for and why? I am doing research and trying to figure out which life insurance company ...

Being a new life insurance agent, what are ideal ways to enhance portfolio of life insurance customers?

One year down the line in life insurance business, I feel lack of custmers affecting my growth. I'd like to grow my portfolio of customers using n...

How can my husband open a life insurance policy?

We recently found out we are expecting a baby and need to open a life insurance policy in case something would happen to him so we'd be taken care of....

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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 kn...

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...

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 i...

how do I start a career in financial services?

I'm currently a senior at the State University of New York at Oneonta. I'm studying business economics and I completed an internship with Merrill Lyn...

Is it possible to transfer my loan from Toyota Financial services over to my friend?

I just bought a car for $13,000 with taxes and I have $11,000 left to pay on it. I don't want anything to do with the car since I am moving to the...

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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?

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...

Why do people delay personal financial planning?

People need financial planning at every stage of their lives, whether it be debt reduction, buying a house or a car, marriage, divorce, and the bigges...

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...

What is good financial planning software that can be used in confuction with dave ramsey plan (microsoft money?

What is good financial planning software that can be used in confuction with dave ramsey plan (microsoft money) or something that is very good

I'm pursuing a career in personal financial planning, where do I start?

I have a BS in Business Administration, and now I'm enrolled in a Financial Planning professional development program, for which I will receive a ...

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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...

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...

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?

Will an investment managment firm hire recent grads and train them to become fincl advisors?

I have a b.a. in economics and little work experience. I want to submit my resume to a local investment firm located in a small city with the hope tha...

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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...

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 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 ...

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 ...

How does the insurance company find out about moving violations?

My understanding is that when you get a moving violation (e.g, a speeding ticket), the police or the courts or whoever will notify your insurance comp...

Will an insurance company insure our home if there is a unpermitted cottage?

I'm in the process of buying a foreclosure home (Saratoga,CA, can't transfer the insurance since it has already lapsed) that has a detached un...

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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 ...

Health Insurance ==> ?!?!??!?!?

I need to get a health insurance. Where is the best place to get it from?

What reputable health insurance companies are out there?

What reputable health insurance companies are out there My mom doesn't have health insurance and my job doesn't give insurance to family memb...

How does health insurance work in terms of payment?

Let's say there's a family, and there's three different prescriptions for different medications within the family. Let's say the Dad i...

What is the best health insurance and life insurance policies to go with?

What is the best health insurance and life insurance policies to go with? I am recently out of the military and need to purchase an individual health...

How does health insurance work in the US?

I am a non-US citizen and need this information to do a case. Specifically: 1) Is health insurance compulsory for everyone? 2) What happens if ...

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