Category: Financial Advisors

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Teachers’ Wealth: Are They Licensed To Operate In The UAE?

Recently, I joined a roundtable discussion at The National.  We discussed the changes that the financial services industry needs to make.  The insurers who provide the most commonly sold products (Zurich International, Generali Worldwide, Friends Provident International, RL360 and Hansard...

The Toughest Part About Being a Financial Advisor 1

The Toughest Part About Being a Financial Advisor

If a person advises people on money matters long enough, they eventually hit a cross-roads. Many of them recognize that they’re not serving their clients as well as they could, and they’re faced with a dilemma: A. Continue to invest...

Another Financial Advisor Doing The Right Thing 8

Another Financial Advisor Doing The Right Thing

Long ago, before I started teaching, I flirted with the idea of working as a financial advisor.  And I’ll admit, even after taking my first teaching job, I still considered it, from time to time. But the more I looked...

Is it easy to make a fortune as a financial advisor? 24

Is it easy to make a fortune as a financial advisor?

Daniel Solin suggests, in his book, The Smartest Investment Book You’ll Ever Read,  that the average financial advisor/broker in the U.S. makes more money than the average primary care doctor.  He puts the average compensation at $105,000 U.S. But is...

How To Select A Financial Advisor 40

How To Select A Financial Advisor

Because we weren’t taught much about money in school, most of us run around naked as adults, before embracing the first person who hands us a towel to drape over our streaking bodies. It’s best not to go out in...

Financial newsletters and empty promises 10

Financial newsletters and empty promises

The best advice I could give someone getting into stock picking is to think for themselves, and avoid advertisements of financial ‘gurus’ who want to share the light—for a fee. When professors John Graham (University of Utah) and Campbell Harvey...

Falling Markets and Unmasking Jim Cramer 1

Falling Markets and Unmasking Jim Cramer

The U.S. and International markets have dropped, on average, roughly 5.5% over the past 5 days. …more info! The five day chart shows the emerging markets (EEM) accounting for countries like China, Brazil, India, Thailand, have dropped 6.5% in just...

Financial planning – Whom should you trust? 0

Financial planning – Whom should you trust?

Rob Carrick, a finance writer for the Globe and Mail, doesn’t seem to favour using investment advisors.  Is he right?  I don’t really know for sure.  But he answers some interesting questions here: Read the Article: Financial planning – Whom...

Investment advisory services plunder individual retirement accounts 0

Investment advisory services plunder individual retirement accounts

I’ve always been a fan of Scott Burns’ finance articles, and this one is no exception. He paints an ugly picture of financial service fees relative to investor’s returns, suggesting that fees are significantly higher today, than in the past,...

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