Financial advisor is telling me to pause Roth payments over canceling whole life policy Title is the situation. I have worked with this guy for a few years and recently he got me to invest in a whole life account. However after a home purchase my monthly expenses have gone up and I need to make some decisions to lower my monthly expenses. When I brought this up I got push back in several emails, with the most recent telling me the …

Bitget Exchange Sued by Advisor of ReelStar Token Project After the Listing Goes Sour Influencer Evan Luthra says the exchange froze his account and destroyed his advisory relationship. Bitget says Luthra was dumping the REELT token as he advised his followers to buy.

How much money should I have before I go to a financial advisor? So I just managed to save up $10k in savings and I want to do something with that money. I want to be smart and make the money work for me by reinvesting and careful financial planning for the future. I rather have a professional help me with this process and after doing some research it was recommended to look into a fee-only financial advisor….

I’ve had the same financial advisor for years and I want to make sure he’s doing the best for me I’ve had the same financial advisor for over 10 years. I have a Roth and trad IRA, mutual funds, and an UGMA and 529 for my kid. I think he’s doing a good job but I have no idea and I’d like some kind of way to check my progress and get a second opinion but I don’t know how. I inherited him, I’m not even sure how one finds a financial advisor in…

Is nearly 5.8% too high for Financial Advisor commission fees? I have a financial advisor via my bank. They charge about a 5.8% fee (rounded up) every time I make a deposit into either my IRA (invested) or my non retirement investment account. So if I deposit into both, both get hit with the fee. The fee is dispersed, some goes to fidelity and some goes to my bank. I deposit about 2k a month, so I’m hit w…

Going against advisor’s advice. If I dont get this IUL, what should I do instead? Very short story: I am a female in my 30s who knew nothing about finance until a few months ago. I hired a financial advisor to help me plan for retirement. I thought I did well after all the research I did– I chose a reputable firm, the advisor is a fiduciary, and only works off of an annual fee and not commissions. I make >150k and cant contr…

Crypto Robo-Advisor Hedgehog Partners With CoinDesk Indices on Automated Investing Services The SEC-registered robo-adviser will offer several crypto sector investment solutions, in addition an offering that follows all of the sectors tracked by CDI.

Ameriprise financial advisor/planner fee fair? Hi everyone! A family member of mine has an advisor with Ameriprise. Said advisor is charging $1K per year. She is managing about 70K. Is that fair? From my experience, industry standard can be about 0.5% – 1.0%. What should I do to help? Thanks in advance! submitted by /u/AreWeThereYeti007

Questions to ask employer-provided financial advisor As part of my benefits, I have access to a financial advisor, who I have my first meeting with tomorrow. They’re a CLU, ChFC and the job title in their email signature is “Financial Services Representative.” I’m a pretty classic case of a millennial who has been underemployed and paycheck-to-paycheck for the past decade, so I’ve never really tho…

Analysing a financial advisor portfolio proposition, and it’s so bad I am doubting my maths I have quite a problem, I started to analyse a fund portfolio that a friend got from a financial advisor and I am starting to doubt my skill because the net average return p.a. is under anything I expected, like around 2%. Since I had difficulties finding the real return, I took the NAV at the end of each year and calculating the YoY performance…