Looking for a financial advisor or a financial planner? An important distinction to learn is whether or not the advisor is a fiduciary.
Read our CEO Tom Orecchio’s thoughts on what it means to be a Modera client.
The decision to use a financial planner is an important one, and it will require you to do some research before you can make a good decision.
If you’re looking for someone to help you set and achieve your financial goals, you may have done enough research to identify a fee-only financial planner. If you’re not familiar with that term, a fee-only financial planner is someone who receives compensation for their advisory services only in the form of fees paid by clients.
With the growing prevalence of disabilities across the world comes a growing need for financial advisors who have expertise in this area.
If you’re looking for a financial planner, a financial advisor, or a wealth manager you may be confused about how their fees or cost structures work.
If you’re looking for a wealth management firm, you may have encountered different terms describing the way the firm is compensated. Two common ones are fee-only and fee-based. While they sound similar, they do not have identical meanings.
I took a little time away from the office to enjoy a cup of coffee at a local coffee shop. Because it was a weekday morning, there were quite a few business people meeting there too. As I sat down to enjoy my newspaper, I couldn’t help but overhear a conversation next to me between a “financial advisor” and a prospective client. My first instinct was to wonder why they would choose to meet at such a public venue to discuss private personal finance matters…but well…different strokes I suppose!
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