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Robo advisory is supposed to make investing easier. However, does it suit everyone? It offers useful but not wholesome advice, say traditional financial advisors. That is because robo advisors do not adjust their advice to account for or.

GECU recently added Hastings as the second financial advisor on the GECU Investment Services to meet member demand. Hastings is a life-long investor who purchased her first stock at the age of 18. Her passion for investing has.

Whether you’re saving for your first house or planning for retirement, hiring a financial advisor is one of the smartest decisions you can make. But when you eventually meet that advisor, don’t expect him or her to give you a solid plan.

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Financial services felt the pinch of automation before many other industries. Robo advisors began to leach customers from more traditional financial institutions by offering similar services—tax filing, investing, and expense tracking—for a.

DEFIANCE, Ohio, Jan. 8, 2018 /PRNewswire/ — SB Financial Group, Inc. (NASDAQ: SBFG), a diversified financial services company providing full-service community banking, mortgage banking, wealth management, item and.

The Boomerater Report explores questions you should ask when choosing a financial advisor. Here is a question from a Boomerater member: “What are the things to consider when choosing a financial advisor? I don’t have a lot to invest,

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Making financial resolutions should be on your agenda, too. Therese Vita, a wealth advisor with KeyBank, joined News 4’s Katie Alexander on Wake Up Friday to share her top advice for the steps you should be taking to improve your.

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Making financial resolutions should be on your agenda, too. Therese Vita, a wealth advisor with KeyBank, joined News 4’s Katie Alexander on Wake Up Friday to share her top advice for the steps you should be taking to improve your.

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For a quick take on the latest consumer news, check out Monday’s Consumer Confidential segment on KTLA-TV: Financial advisors. Financial advisors aren’t required to act in your best interest. They just have to steer you into.

Finally, his sidekick says, "You keep using that word. I do not think it means what you think it means.” I often find the term financial advisor falls into a similar pattern. In TV shows, articles, blogs, books and offices everywhere, people talk.

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A Deerfield financial adviser was sentenced Tuesday to 55 months in a federal prison on allegations he stole more than $900,000 from a client to fund personal expenses. William P. Carlson, 54, must also pay $911,000 restitution, under.

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Many firms offer financial advice or "wealth management" services, but how can you be certain you will select a financial advisor who will have your best interests at heart? The first, and possibly most important question to know about a.

One such company that might be well-positioned for future earnings growth is E*TRADE Financial Corporation (ETFC – Free Report). This firm, which is in the Financial – Investment Bank industry, saw EPS growth of 58.1% last year, and.

Choosing a financial advisor will have a major impact on your financial life. The right advisor will bring you closer to your financial goals; the wrong one could destroy your hopes of ever hitting those goals. And if you believe any of.

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Not more than one half-swipe down the screen of my iPhone there you were, Tony Robbins, celebrity financial advisor. The specific article I. compensation with our client’s interests. The good news is that we both clearly see things are.