financialadvisors
Thousands of people fall victim to financial fraud every year, losing millions of dollars. According to the Federal Trade Commission, American consumers lost more than $5.8 billion to fraud in 2021 — that’s 70% more than in 2020. A record number of nearly 2.8 million people reported fraud to the FTC in 2021 – the highest number since 2001. An average person lost $500 in these scams, 25% of which resulted in a financial loss. These figures do not include identity theft reports or any other categories. Another 1.5 million Americans filed complaints related to “other” categories, such as credit r...
ValueWalk
May 3, 2022 | Stamford, CT – More than half of financial advisors in the U.S. will soon have the ability to offer private investment opportunities to their clients. Just over 40% percent of financial advisors can invest client assets in private companies now, and another 12% say they will have that ability soon. With demand building, advisors are considering the appropriateness of private investments for these different types of clients. Most advisors believe private investments are a good fit for the portfolios of high net-worth and ultra-high net-worth clients. Some advisors take a more expa...
ValueWalk
Don’t be stunned when I tell you this. But, you can’t trust every financial advisor out there. I mean there really are people out there like Matthew McConaughey’s character in “The Wolf of Wall Street” conducting some really dirty business. Q4 2021 hedge fund letters, conferences and more In fact, according to one study, 7.3% of financial advisors in the United States have been cited for abuse. If you dig deeper into the data, though, one in 12 financial advisors in the U.S. has been cited for misconduct. ”These things are not frivolous,” Mark Egan, an assistant professor of finance at Harvard...
ValueWalk
Dariusz Godlewski is an expert who can help bust common misconceptions people have about financial advisors that may cause them to be skeptical of their advice. Q1 2021 hedge fund letters, conferences and more Misconceptions About Financial AdvisorsFor example, some people believe that financial advisors often push annuities because they offer more lucrative commissions than many other investments. Dariusz Godlewski clears the air on this by saying "Indexed Annuities usually have 10 year agreements between the client and an insurance company. There are usually two ways the agent gets paid. Upf...
ValueWalk
You are divorcing. You have a million things to think and worry about. Your divorce professional (whether it be a matrimonial attorney, mediator, or collaborative lawyer) is asking for all kinds of information and documentation. You are worried about your kids and custody. You are worried about whether you will stay in your home. You are emotionally raw and trying to hold it all together. The last thing you want to think about is your financial plan. Q1 2021 hedge fund letters, conferences and more But that is one of the most important aspects of divorce. Aside from custody, divorce is often a...
ValueWalk
Presently the stock market is rising, but there is still unemployment, and daily you read about major companies that are either laying off or eliminating jobs by the thousands.Q2 2020 hedge fund letters, conferences and moreYou May Want To Consider Buying A BusinessIf you have lost your job and find it difficult to find another job in an area of your expertise, then you may want to consider taking control of your future and buying a business. By owning your own business, you have more control of your future. You are allowed to use the talents you were using at your old job and apply them to a ...
ValueWalk
閲覧を続けるには、ノアドット株式会社が「プライバシーポリシー」に定める「アクセスデータ」を取得することを含む「nor.利用規約」に同意する必要があります。
「これは何?」という方はこちら