Financial Advisor Houston Fee Only Certified


Here's when you should — and shouldn't — hire a financial planner - Business Insider
Financial planners get a bad rap, and to a large extent that's deserved. Far too many "planners" are really just salesmen in disguise, tasked with leading their clients into high- cost products sold by the companies they work for. But there are good.

How the Hell Do I Find the Right Financial Advisor?
As the CFP Board Ambassador for New York and second-generation certified financial planner who has grown ... they are bound by the fiduciary standard. Some of these advisors are fee-only advisors. To be a fee-only advisor means you cannot accept.

CFP Board's proposal to expand fiduciary duty draws praise, carries risks - InvestmentNews
A proposal to extend fiduciary duty to all certified financial planners , including brokers who hold the mark, garnered praise for the organization that grants the designation, even as planners highlighted the risks involved. On Tuesday, the Certified.

DOL fiduciary rule causing DC-plan record keepers to change business with insurance agents - InvestmentNews
Record keepers such as Principal Financial Group have told independent agents who sell or service retirement plans, and who are not licensed with a broker-dealer or registered investment adviser , that they can't receive compensation after January.

Is Your Financial Adviser Acting in Your Best Interest? - New York Times
But last year, the Ivy fund lost 65 percent of its assets — meaning that investors pulled out — while the Waddell & Reed fund lost only 26 percent. Over the last three years, ... The fiduciary standard binds an adviser to work in your best financial.

Houston Financial Advisor Receives Stand-Out Distinction - Digital Journal
HOUSTON , TX - 11 Aug, 2017 - Financial advisor Gil Baumgarten was recognized earlier this summer during Barron's Houston Regional Summit as one of “America's Top 1,200 Financial Advisors .” The Summit, held at the St. Regis Houston and sponsored by.

This New Rule Makes It Harder for Your Broker to Take Advantage of You. Here's What You Should Know - Money Magazine
Conflict of Interest Final Rule | United States Department of Labor United States Department of Labor.

These are the new standards that 75000 Certified Financial Planners must follow - MarketWatch
“If I follow the standards here to the letter, I'm a “fee-based” financial planner because I am compensated in a fee - only relationship on adviser assets and commission through insurance products.” However, with each prospective client engagement.

AP Exclusive: Fewer carrying flood insurance despite risk - Financial Post
AP's analysis also showed the percentage of homes in high-risks areas that have flood insurance is sometimes frighteningly low. In Spartz's home of Broward County, it's only 13 per cent. In Houston's Harris County, it's 28 per cent. In New Orleans, it.

How to select the right TDF for a 401(k) plan - InvestmentNews (blog)
For these reasons, it is generally not a good idea to only offer TDFs in a retirement plan. Having lifetime-income (annuity) and target-risk (flat glide path) options can provide important flexibility to meet the needs of participants who don't fit the.

ASTA Launches Trusted Advisor Certification
The American Society of Travel Agents has launched the ASTA Verified Travel Advisor (VTA) certification program ... members who are “independent advisors,” such as home-based agents or ICs. ASTA also has a $729 fee for non-members who work for large.

4 times you need a financial planner — even if you're good with money - Business Insider
A financial planner looks at the big picture when it comes to your money and develops a comprehensive plan to address your needs and long-term goals. Ideally, he or she can advise you on investments, insurance, estate planning, and taxes, among other&nbsp.

4 times when you might need a financial planner - USA TODAY
A financial planner looks at the big picture when it comes to your money and develops a comprehensive plan to address your needs and long-term goals. Ideally, he or ... You typically want a certified , fee - only adviser who is also a fiduciary. These.