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☆ Future Proof gathering in California surf town is trying to reinvent the investment conference
▼ + stars: | 2024-09-16 | by ( Bob Pisani | ) www.cnbc.com time to read: +7 min

More than 4,000 people have descended here for the Future Proof conference , a vast social gathering designed to give younger registered investment advisors and other investment professionals access to what they want. What they want, apparently, is an intense desire to network with other RIAs and investment professionals and find ways to grow their business. Reimagining the financial conference Future Proof is the brainchild of Barry Ritholtz, co-founder, chairman, and chief investment officer of Ritholtz Wealth Management, and CEO Josh Brown. This is the third year for the conference, but Ritholtz and company have been doing conferences for 15 years. Ritholtz describes it as an ongoing project to reinvent the financial conference concept, which he says is "moribund."

Persons: Barry Ritholtz, Josh Brown, Ritholtz, Van Eck, Matt Middleton, Adarsh, Brett Rodgriguez, Delon Mansour, Mansour, Shyamsundar, Harris, Consulting's Brett Rodgriguez, Akash Shah, Shannon Saccocia, Raj Dhanda, Ares Management, John Christmas, RIAs, They'll, Mike Novogratz, Anna Paglia, Bryan Whalen, Saira Malik, Lauren Goodwin, Scott Wapner, DoubleLine Capital's Jeff Gundlach, CNBC's, Jan van Eck, Matt Hougan, DJ Mick, There's, Bob Pisani, Jon Maier, JP Morgan, Pisani, Jan Van Eck, Marlena Lee, That's Organizations: Ritholtz Wealth Management, JPMorgan Chase, Capital Group, Street Global Advisors, Funds, Polaris Capital Management, Graystone Consulting, Investments, Investment, Ares, HPS Investment Partners, Global, Life Investments, Bitwise, Management, Dimensional Fund Advisors Locations: HUNTINGTON BEACH, Calif, Los Angeles, Iowa, California, Huntington Beach, San Diego, Michigan, ETFEdge.cnbc.com

☆ Germany demands new citizens accept Israel’s right to exist
▼ + stars: | 2024-06-27 | by ( Sophie Tanno | ) edition.cnn.com time to read: +3 min

CNN —People applying for naturalization in Germany will now be required to affirm Israel’s right to exist, under changes to the country’s citizenship law. The country’s naturalization exam will now include a number of new questions, according to a statement from the interior ministry. “In response to increasing antisemitism in Germany, the list of questions in the naturalization test has been expanded. New exam questions have been added on the topics of antisemitism, the right of the state of Israel to exist and Jewish life in Germany,” it said. ‘A crystal clear red line’The legislation is being introduced nationwide after the eastern state of Saxony-Anhalt also required citizenship applicants to recognize Israel’s right to exist in December.

Persons: Chancellor Olaf Scholz, Lamya Kaddor, Nancy Faeser, ” Organizations: CNN, Israel, Green, Christian Democratic Union, CDU, Bundestag Locations: Germany, Berlin, Gaza, Israel, Europe, Saxony, Anhalt, German, RIAS

☆ Here's why investors should stop worrying so much about concentration risk in the market
▼ + stars: | 2024-02-23 | by ( Bob Pisani | ) www.cnbc.com time to read: +6 min

The World(MSCI All Country World Index weighting)Entire U.S. stock market: 63%Japan, UK, Canada, France, Hong Kong/China combined: 17.5%Magnificent 7: 17%Source: Dimensional FundsThat seems crazy, no? For example, in the mid-1960s the concentration of the top 10 was over 40% of the S&P 500. Investors who own the S&P 500 don't have to pick those winners; they just go along for the ride. Second, U.S. stocks are global market leaders, and when a small group becomes market leaders it almost always means the U.S. stock market outperforms the world. The U.S. stock market, which was roughly 40% of the global market capitalization a short while ago, is now roughly 50% of global market capitalization.

Persons: Gregory Rowe, Berkshire Hathaway, Lilly, It's, — Organizations: New York Stock Exchange, Berkshire, Broadcom, Nvidia, Eck Semiconductor, Dimensional Fund Advisors, FS Investments, IBM, American Express, General Electric, Polaroid, Xerox, U.S, Baidu, SAP, Siemens, United, Shell, AstraZeneca, HSBC Locations: New York City, Miami Beach, Japan, UK, Canada, France, Hong Kong, China, U.S, Germany, United Kingdom

☆ Goldman Sachs bought Joe Duran's wealth business and sold it 3 years later. The ex-partner spills on leaving, his new venture, and 'not living up to everything possible.'
▼ + stars: | 2024-02-22 | by ( Hayley Cuccinello | ) www.businessinsider.com time to read: +6 min

Three years prior, he had sold United Capital, a registered investment advisor, to Goldman Sachs for $750 million. Duran's mandate was to run United Capital as well as Ayco, the bank's workplace financial planning unit. Finding his next mountain to climbDuran described his time with Goldman Sachs as "a fantastic experience in almost every way." In working for nine months on that strategy, he realized how much the industry had changed since he sold United Capital in 2019. "He has been a good partner at Goldman Sachs, and we're excited to cross paths with him again soon."

Persons: —, Joe Duran, Goldman Sachs, David Solomon's, Duran, wasn't, Julian Salisbury, Dina Powell, McCormick, Goldman, it's, I've, United Capital Duran, Joe, Tucker, There's Organizations: Service, United Capital, Business, Goldman, Growth Partners, Ritz, Carlton, Westin, General Electric

☆ Bitcoin, AI and Magnificent 7: The emerging ETF trends as industry gathers for big conference
▼ + stars: | 2024-02-12 | by ( Bob Pisani | ) www.cnbc.com time to read: +9 min

To grow, the ETF industry has to expand the offerings of active management and devise new ways to entice investors. The big topics in 2024: Bitcoin, AI, Magnificent 7 alternativesIn 2024, the industry is betting that the new crop of bitcoin ETFs will pull in billions. Financial advisors are divided on whether to jump inTen spot bitcoin ETFs have successfully launched. Inflows into bitcoin ETFs to date have been modest, but bitcoin ETFs are being viewed by some advisors as the first true bridge between traditional finance and the crypto community. Jason Pereira, senior partner & financial Planner, Woodgate Financial, is speaking on how financial advisors are using artificial intelligence.

Persons: Matt Hougan, Steve Kurz, David LaValle, Ric Edelman, Edelman, Gary Gensler's, bitcoin, Jason Pereira, Pereira, Roundhill's, Alex Zweber, Eric Veiel, Rowe Price, Brian Portnoy, Neil Bage, feely Organizations: ETF, LIV, Miami, Super, Advisors, JPMorgan, bitcoin, Galaxy, Edelman, Digital Assets, Financial Professionals, SEC, Apple, Microsoft, NVIDIA, China ETF Locations: Fontainebleau, Miami Beach, China, bitcoin

☆ Bitcoin ETFs could open floodgates to $30 trillion wealth management market
▼ + stars: | 2024-01-13 | by ( Mackenzie Sigalos | ) www.cnbc.com time to read: +5 min

SEC Chair Gary Gensler continues to issue stern warnings when it comes to crypto investments, but that's not holding back activity. For the $30 trillion advised wealth management industry, the floodgates could be about to open. "For the vast majority of people, a low-cost bitcoin ETF is going to be the easiest way to do that," Hougan said. According to data from Robinhood , 81% of bitcoin ETF trading volume in the first week was in individual accounts, with the rest in retirement accounts. In a report on its website in October, Galaxy Digital said the "strongest marginal improvement" occurred when portfolios moved from a 0% to 1% bitcoin allocation.

Persons: Gary Gensler, that's, Jan van Eck, Anthony Pompliano, Pompliano, Matt Hougan, wirehouses, they've, Hougan, WisdomTree, bitcoin, Matt Walsh, Walsh Organizations: Securities and Exchange Commission, SEC, Investments, Chartered, Fund, Management, VettaFi, CFA, Investor Trust, Galaxy Digital, Fidelity, Island Ventures, Fidelity Investments Locations: U.S, Robinhood

☆ Spot ETFs offer an easier and cheaper way to invest in bitcoin
▼ + stars: | 2024-01-10 | by ( Mackenzie Sigalos | ) www.cnbc.com time to read: +3 min

Though approval of multiple spot bitcoin ETFs translates to increased fee competition and a way out for current GBTC investors, many traders would take a capital gains tax hit if they exited their GBTC position to purchase another ETF. watch nowWhether the appetite for spot bitcoin ETFs is overblown is another key concern among investors. "Gold ETFs are currently 1.4% of above ground (investible) gold," the JPMorgan analysts wrote. "We believe that the cryptocurrency markets are pricing in an optimistic impact from Bitcoin ETFs that is likely to fall short of expectations." WATCH: SEC approves 11 bitcoin spot ETFs

Persons: Omar Marques, Emilie Choi, GBTC, Bryan Armour, Bernstein, CNBC's Jordan Smith Organizations: Lightrocket, Getty, U.S . Securities, Exchange Commission, BlackRock, Fidelity, North America, Morningstar, Research, JPMorgan, Mizuho, SEC Locations: U.S

☆ Bitcoin and gold are smashing through key levels. Here's what's driving the moves
▼ + stars: | 2023-12-04 | by ( Jesse Pound | In Jesse-Pound | ) www.cnbc.com time to read: +5 min

Both gold and bitcoin kicked off the week by hitting new milestones — spot gold hit a record high above $2,100 per ounce, and bitcoin topped $42,000 to hit its highest level since April 2022. The digital currency appears to have broken through key technical levels and could continue to rally through the end of the year, according to Joel Kruger, market strategist at LMAX Group. "A Bitcoin ETF allows easy access to Bitcoin via broker accounts, RIAs and wealth/private banking channels. Think of Bitcoin ETF as the largest pipe ever built between traditional financial markets and crypto financial markets," the note said. XAU= 5D mountain Gold retreated from the record high reached on Sunday evening in New York.

Persons: bitcoin, Joel Kruger, Kruger, Bernstein, Gautam Chhugani, Chhugani, Bitcoin, Maximilian Layton, Layton, Gold, Craig Erlam Organizations: LMAX, CNBC, Securities, Exchange Commission, SEC, BlackRock, ETF Locations: Bitcoin, U.S, New York

BERLIN (AP) — A group tracking antisemitism in Germany said Tuesday that it documented a drastic increase of antisemitic incidents in the country in the month after Hamas attacked Israel on Oct. 7. The RIAS group said it recorded 994 incidents, which is an average of 29 incidents per day and an increase of 320% compared to the same time period in 2022. Many Jews in Germany experienced antisemitic incidents in their everyday lives and even those who weren't exposed to any antisemitic incidents reported feelings of insecurity and fear, said RIAS, which is an abbreviation in German for the Department for Research and Information on Antisemitism. RIAS said that 59 reported incidents related to homes or people's living environment. Jewish students reported cases in which fellow students blamed them personally for Israel’s politics.

Persons: RIAS, “, ” RIAS, Israel's staunchest, ”, Ruth Hatlapa, David Organizations: BERLIN, Department for Research, David Locations: Germany, Israel, Giessen, Berlin, RIAS

Thirty-three Palestinian prisoners released by Israel arrived early Tuesday in east Jerusalem and the West Bank town of Ramallah. Political Cartoons View All 1267 ImagesCurrently:— Israel and Hamas extend their truce, but it seems only a matter of time before the war resumes. So far, Hamas has released 69 hostages, including 51 Israelis, and Israel has released 150 Palestinian prisoners. Fifty Israeli hostages have been freed under the terms of an initial four-day truce, which has been extended to Wednesday. Israel has said it would extend the cease-fire by one day for every 10 additional hostages released.

Persons: Israel, — Israel, — Freed, — Blinken, Israel —, “, Israel — Kfir Bibas, Ariel, Eylon, Kfir’s, ”, William Burns, David Barnea, Burns, Barnea, Isabel Debre, Jon Gambrell, Eli Cohen, Parnpree, Thais, ” Parnpree, Cohen, GAZA WASHINGTON —, Biden, Benjamin Netanyahu, Joe Biden, Constantinos Letymbiotis, Nikos Christodoulides, Christodoulides, Qatar’s, Sheikh Tamim bin Hamad Al Thani, Catherine Colonna, Antonio Guterres, Guterres, ” Israel, ” Elad Levy, Levy’s, Roni Eshel, ” Levy, Antony Blinken, John Kirby, Jason J, Eaton, General Merrick Garland Organizations: Hamas, West Bank, Health Ministry, —, TEL, CIA, DUBAI, United Arab Emirates, Officials, U.S, The Washington Post, Shamir, Thais, GERMANY BERLIN, White, Israeli Defense Forces, Cyprus ’, Cypriot, AP, UNIT, Gaza Health Ministry, Shifa, World Health Organization, PARIS, Foreign, RTL, UN, UNITED NATIONS, United Nations, Palestinian, of Solidarity, AS US, FIRE BRUSSELS, State Department, NATO, Organization for Peace, Security, National Security, MEN, UNIVERSITY OF VERMONT, BURLINGTON , Vermont —, University of Vermont, U.S . Department of Justice Locations: Israel, Gaza, Jerusalem, Ramallah, East, israel, ISRAEL, TEL AVIV, Israeli, Tel Aviv, QATAR, United Arab, Qatar, Egypt, ___, Dubai, United Arab Emirates, JERUSALEM, GERMANY, Germany, Berlin, GAZA WASHINGTON, CYPRUS, GAZA NICOSIA, Cyprus, CAIRO, Shifa, Europe, France, CANBERRA, Australia, Australia’s, Canberra, Ukraine, Brussels, Skopje, North Macedonia, UNIVERSITY, BURLINGTON , Vermont, Vermont, Burlington

Scholz was speaking at a ceremony at a Berlin synagogue to mark "Kristallnacht" alongside Jewish leaders. "Every form of antisemitism poisons our society," said Scholz, who was wearing a kippah, the traditional Jewish cap, as is customary in a synagogue for men. A 10-minute video by German Economy Minister Robert Habeck expressing concern over rising antisemitism went viral last week. Indeed, new citizenship rules make clear that anyone who is antisemitic cannot receive German citizenship, Scholz said on Thursday. It was one of the world’s 10 largest Jewish centres, and many of Germany’s leading scientists were Berlin Jews.

Persons: Olaf Scholz, Beth Zion, JOHN MACDOUGALL, Scholz, Molotov, RIAS, Robert Habeck, Israel, Germany’s, Hitler, Sarah Marsh, Andreas Rinke, Thomas Escritt, Bernadette Baum Organizations: REUTERS Acquire, Rights, Jewish, Hamas, German, Thomson Locations: Beth, Berlin, Germany, Austria, Nazi, Israel, Palestinian

☆ How the surge in antisemitism is affecting countries around the world
▼ + stars: | 2023-10-31 | by ( ) www.reuters.com time to read: +5 min

Smoke rises following an Israeli strike inside the Gaza Strip, as seen from Israel, October 31. BRAZILJewish leaders have noticed a rise in antisemitic discourse online, and incidents such as graffiti defacing a synagogue in Rio de Janeiro. BRITAINLondon's police force said there had been a 14-fold increase in incidents of antisemitism since the Oct. 7 attack. GERMANYA survey by a civil society observatory, the RIAS, found a 240% year-on-year increase in antisemitic incidents in the period of Oct. 7-15. CHINANo figures are available on antisemitic incidents.

Persons: Evelyn Hockstein, Karen Bass, Justin Trudeau, Ricardo Berkiensztat, Hitler, Gerald Darmanin, Darmanin, Eddo, David Saks, we'll, Rabbi Alexander Boroda, Andrew MacAskill, Layli Foroudi, Julia Harte, Chen Lin, Eliana, Maytaal Angel, Andrew Osborn, Carien du Plessis, Steven Grattan, Wa Lone, Thomas Escritt, Stephanie Van Den Berg, Estelle Shirbon Organizations: REUTERS, Reuters, UNITED STATES, Defamation League, White, CANADA, Argentine, Local, BRAZIL Jewish, Jewish Federation of, State of, Community Security Trust, FRANCE Interior, Hamas, SOUTH, South African Jewish Board, Deputies, Russia's Federation of Jewish, Thomson Locations: Gaza, Israel, Los Angeles, Canada, Toronto, ARGENTINA, Buenos Aires, Argentine, BRAZIL, Rio de Janeiro, State, State of Sao Paulo, BRITAIN, Britain, FRANCE, GERMANY, NETHERLANDS, SOUTH AFRICA, RUSSIA, Dagestan, Tel Aviv, CHINA, Beijing, Nazi, Wa

☆ Hip-hop stars and financial luminaries: Ritholtz Wealth Management redesigns the investment conference
▼ + stars: | 2023-09-11 | by ( Bob Pisani | ) www.cnbc.com time to read: +6 min

Surf City USA —for a financial conference. A financial conference on a beach? Reinventing the financial conferenceWelcome to FutureProof, billed as "the largest gathering of top-tier wealth management professionals, CEOs, CTOs, COOs, and fast-growing financial advisors." It's the brainchild of Barry Ritholtz, co-founder, chairman, and chief investment officer of Ritholtz Wealth Management, and CEO Josh Brown. "Coming out of the pandemic, it was obvious to us that the traditional financial conference was past its sell-by date," Ritholtz told me.

Persons: Tang, Redman, They're, Jeremy Siegel, Jeff Kleintop, Charles Schwab, Emily Roland, John Hancock, Cliff Asness, Jeff Gundlach, maven Jan van Eck, Barry Ritholtz, Josh Brown, Ritholtz, FutureProof, You'll, Goldman, Goldman Sachs, Morgan Stanley, JP Morgan, RIAs, Dan Ives, Scott Wapner, Siegel, Morningstar, Christine Benz, Jeffrey Ptak, Ben Johnson, podcasters Michael Batnick, Ben Carlson, Wu, Tang Clan Organizations: Wharton, Ritholtz Wealth Management, Chiropractic, Health, Investment Advisors, CNBC, Financial Locations: Huntington Beach , CA, Huntington Beach , California, Surf, Huntington Beach, AQR, DoubleLine, FutureProof, COOs, Wells, Wedbush, Young

Banks typically provide research to clients as part of a broader offering of services, but that changed when the European Union introduced the Markets in Financial Instruments Directive (MiFID) II laws in 2018 to improve transparency. "It took about a year for us to become compliant to MiFID II laws -- it was a long, intense process," said Candace Browning, head of BofA Global Research. U.S. financial firms were initially given an exemption by the U.S. Securities and Exchange Commission, which expires on July 3. "Companies continue to face challenges complying with the MiFID II unbundling requirement and U.S. law," said Joe Corcoran, SIFMA's managing director and associate general counsel for capital markets. 'EXPENSIVE AND COMPLICATED' In Europe, asset managers under MiFID II are not allowed to pay for research through broker commissions on trading -- instead, investors are billed separately by banks for research.

Persons: Banks, Candace Browning, Joe Corcoran, SIFMA's, SIFMA, MiFID, Michael Eastwood, Jefferies, Jesse Forster, BofA, salespeople, Browning, Forster, Russell Sacks, Nupur Anand, Lananh Nguyen, Deepa Babington Organizations: YORK, Bank of America Corp, Jefferies Financial, European Union, Financial, BofA Global, U.S . Securities, Exchange Commission, Securities Industry, Financial Markets Association, SEC, Jefferies, Coalition, King, Spalding, Thomson Locations: Europe, U.S, Greenwich, Coalition Greenwich, New York

☆ The unraveling of fintech darling Vise
▼ + stars: | 2023-03-03 | by ( Stephanie Palazzolo | ) www.businessinsider.com time to read: +28 min

It was April, and more than two dozen salespeople who worked for the fintech startup Vise had been ordered to a multiday off-site at the W Hoboken hotel in New Jersey to share exhaustive reports on their performance. Even salespeople at bigger, established, top-tier investment-management firms typically wouldn't close $250 million in a year, multiple sales employees said. (K-means clustering is an unsupervised machine-learning algorithm often referred to as a form of AI, Vise's founders said). (Vise's founders disputed this, saying the company received updated financial data only once a day for its portfolio-construction engine.) And to address its "leaky funnel" of overestimating prospective sales, Vise was to stop outreach to new clients while it onboards and upsells to existing clients, the document said.

☆ Former Goldman Sachs partners represent the powerful allies and formidable foes the bank has across the Street
▼ + stars: | 2023-03-03 | by ( Dan Defrancesco | ) www.businessinsider.com time to read: +5 min

In many ways, it's easier to become a brain surgeon than a Goldman partner (doctors, please spare me your hate mail). Unlike other esteemed white-collar groups — the partners at law firm Cravath, Swaine & Moore, for example — turnover is somewhat common within the Goldman partnership. Insider's Carter Johnson and Dakin Campbell took a look at how many partners have left the bank since CEO David Solomon took over in 2018. In many ways, it's demonstrative of the allies the bank has across the Street. Former Goldman partners can be like missionaries for the bank, spreading the good word to anyone who will listen (and paying their fees).

☆ As markets turn rocky, bond ETFs are giving stocks a run for their money
▼ + stars: | 2023-02-27 | by ( Bob Pisani | ) www.cnbc.com time to read: +4 min

She inquired about buying Treasury bonds directly, which she has never once inquired about in the past. Asking about putting all your money into bonds and chucking the stock market is like the shoeshine boy talking about stock market tips at the top of the stock market. Individuals can of course buy Treasury bonds directly from the U.S. government through TreasuryDirect. Similar products, such as the Schwab Short-Term U.S. Treasury ETF and the SPDR Portfolio Short Term Treasury ETF, also have seen significant inflows in recent months. "ETFs for Treasurys are preferred by many, basically all because they trade like a stock," Morris told me.

☆ Forgotten parts of the market lead the way in 2023 as advisors wrestle with how to play the economy
▼ + stars: | 2023-02-07 | by ( Bob Pisani | ) www.cnbc.com time to read: +5 min

Everyone here is amazed at how forgotten segments of the market have rebounded in 2023: international, growth, small cap and bonds. Advisors here are having a hard time wrapping their heads around the idea that there would be a recession ins 2023, and now maybe not. "With real wage growth, large payroll growth and earnings beating expectations it equals a soft landing at worst and maybe no recession near term." Most advisors here are coming to grips with Powell's insistence the Fed will not lower rates this year. Their Equal Weight S & P 500 ETF (RSP) has also attracted significant inflows from investors wary of market cap weighted indexes.

Some hedge funds, wealth managers, and asset managers are still hiring. Recruiters told us what roles are in demand and what skills can help you land them. Big-name hedge funds like Citadel, D. E. Shaw, and Millennium Management posted double digits in a year that many other investment managers would rather soon forget. Alternative asset managers, meanwhile, are hiring in the private-wealth-management businesses they've spent recent years building out. … if you're in or interested in wealth managementDespite the market downturn, wealth managers are in high demand.

Some hedge funds, wealth managers, and asset managers are still hiring. Layoffs across industries have been dominating headlines in January, and Wall Street has been no exception. Big-name hedge funds like Citadel, D. E. Shaw, and Millennium Management posted double digits in a year that many other investment managers would rather soon forget. Alternative asset managers, meanwhile, are hiring in the private-wealth-management businesses they've spent recent years building out. Emily Landon, the CEO of the Chicago-based headhunting firm The Crypto Recruiter, pointed to the job board Crypto Careers, which has over 2,400 openings.

☆ A surplus of fintechs focused on wealth management has financial advisors scrambling to stitch them together
▼ + stars: | 2022-11-11 | by ( Asia Martin | ) www.businessinsider.com time to read: +7 min

RIAs are solving the problem of limited tech integration by creating their own overlay tools. An abundance of wealth management-focused fintechs to choose from combined with a lack of integration between systems has led some advisory firms scrambling to piece them all together. In turn, the company decided to make that a value proposition by taking customers' data and entering it into a database for them. Once those customers created a Redshift data warehouse, they then could connect with Orion's warehouse and pull their data from there. Orion met with AWS' strategic-partnerships team and walked them through their use cases of applying Redshift technology.

☆ Here's how we determine the FA 100 ranking for 2022
▼ + stars: | 2022-10-04 | by ( ) www.cnbc.com time to read: +1 min

CNBC enlisted data provider AccuPoint Solutions to assist with the ranking of registered investment advisors for this year's FA 100 list. The methodology consisted of first analyzing a variety of core data points from AccuPoint Solutions' proprietary database of registered investment advisors. AccuPoint once again applied CNBC's proprietary weighted categories to further refine and rank the firms, ultimately creating the list of the top 100. Once the initial list was compiled, weightings were also applied accordingly. These data points included:

A Registered Investment Advisor (RIA) is a professional firm that manages the assets of clients and offers investment advice. During your search, you may have learned about Registered Investment Advisor (RIAs). And how does a Registered Investment Advisor differ from all those other folks offering financial advice? What is a Registered Investment Advisor (RIA)? What does the "registered" in Registered Investment Advisor mean?

A financial advisor is a professional who provides clients with guidance pertaining to financial goals, mortgages, insurance, retirement, investing, and general financial management. "I became a financial advisor to mentor my clients through all financial aspects of their lives," says John Stoj, founder of Verbatim Financial. "In an ideal world, a financial advisor should look at your overall financial picture and help you build a plan to get to and through retirement," says Mary Lyons, financial advisor and founder of Benchmark Income Group. 7 questions to a financial advisor before you hire themBelow are a few of the most important questions to ask a financial advisor you're considering hiring. How much a financial advisor cost varies from advisor to advisor, and can look different depending on how they charge you.

Persons: —, it's, John Stoj, Here's, John Hagensen, Mary Lyons, Lyons, they're, Fee, you'll Organizations: Service, Financial Planners, Investment, NASAA, RIA, National Association of, Financial, Creative, Benchmark Income, CPA, Chevron, Consulting

"I became a financial advisor to mentor my clients through all financial aspects of their lives," says John Stoj, investment advisor representative and founder of Verbatim Financial. Traditional financial advisors: These include Certified Financial Planners (CFP), brokers, Registered Investment Advisors (RIA), and wealth managers. Find a financial advisor near youJust about anyone can benefit from working with a financial advisor. 7 questions to a financial advisor before you hire themBelow are a few of the most important questions to ask a financial advisor you're considering hiring. The financial takeawayConsulting with a financial advisor is a smart way to make headway in achieving both short-term and long-term financial goals.

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