by Niall J. Gannon, Author of Tailored Wealth ManagementNiall J. Gannon, Tailored Wealth Management: Exploring the Cause and Effect of Financial Success, published 2019 by Palgrave Macmillan and reproduced with permission of SNCSCThere are several categories into which financial advisors fall. We shall address the pros and cons of each:The In-Sourced or Outsourced … [Read more...]
financial advisors
Financial Advisers: Why It’s a Myth They’re Just for the Rich
When you think of the term "financial adviser," do you picture a rich millionaire sitting across the desk from a high-priced money manager in a posh high-rise office? A lot of people do. And, in fact, the wealthy do use financial advisers to manage their money. But financial advisers are by no means “just for the rich.”If you're not a millionaire, you may think you're doing … [Read more...]
What You Should Look for in a Financial Advisor
Let’s say you’re a UK expat working in Asia seeking some financial advice, and at a dinner you’re introduced to Mr. X – whose business card reads ‘Financial Advisor’. How should you judge Mr. X? What should you be looking for in a Financial Advisor?First, let’s look at what you’d expect from a financial advisor, based anywhere in the world:Experience: finance is … [Read more...]
Tips to Help Leading Financial Advisors Prepare the Best IRA Plans in 2016
The field of individual retirement planning is not without its complications and even leading financial advisors have their share of worries when it comes to IRAs (Individual Retirement Accounts). The financial market can be highly volatile and, for this reason, you need to remain at top of your game every step of the way. All financiers like to stay updated with the latest … [Read more...]
Why You Should Date Your Financial Advisor
In my last post, “Demystifying Financial Advisors”, I talked about why it is a good idea to get a financial advisor, what types of advisors are available to you, and how much they cost. In the next video in the series, I discuss how you can find the right financial advisor for you and your current financial state. I believe the best way to do this is to date your financial … [Read more...]
