ClearMoney

MARCH 1, 2022

Dimensional Hong Kong Limited is licensed by the Securities and Futures Commission to conduct Type 1 (dealing in securities) regulated activities only and does not provide asset management services. UNITED STATES: Dimensional Fund Advisors LP is an investment advisor registered with the Securities and Exchange Commission.

Commission 52

Commission Distribution Asset Allocation Investing 52

Harness Wealth

MAY 18, 2023

Financial advisors, even the most entrepreneurial ones, largely felt that the resources of large firms would be incredibly difficult to compete with as an independent player in the marketplace. Harness Wealth Advisors LLC solely acts as a paid promoter for unaffiliated registered investment advisors.

Taxes 52

Taxes Wealth Advisor Marketing Marketing 52

ClearMoney

NOVEMBER 4, 2021

Expected returns: The percentage increase in value a person may anticipate from an investment based on the level of risk associated with the investment, calculated as the mean value of the probability distribution of possible returns. Please read the prospectus before investing.

Asset Allocation 52

Asset Allocation Commission Portfolio Assets 52

ClearMoney

SEPTEMBER 24, 2021

Dimensional Hong Kong Limited is licensed by the Securities and Futures Commission to conduct Type 1 (dealing in securities) regulated activities only and does not provide asset management services. UNITED STATES: Dimensional Fund Advisors LP is an investment advisor registered with the Securities and Exchange Commission.

Investing 52

Investing Investments Commission Financial Advisor 52

ClearMoney

DECEMBER 5, 2021

Distribution of Gilt Holdings.” Dimensional Hong Kong Limited is licensed by the Securities and Futures Commission to conduct Type 1 (dealing in securities) regulated activities only and does not provide asset management services. CANADA: These materials have been prepared by Dimensional Fund Advisors Canada ULC.

Government 52

Government Commission Economics Distribution 52

ClearMoney

DECEMBER 14, 2021

Expected returns : The percentage increase in value a person may anticipate from an investment based on the level of risk associated with the investment, calculated as the mean value of the probability distribution of possible returns. These entities are Dimensional Fund Advisors LP, Dimensional Fund Advisors Ltd.,

Investing 52

Investing Investments Commission Distribution 52

ClearMoney

DECEMBER 5, 2021

Distribution of Gilt Holdings.” These entities are Dimensional Fund Advisors LP, Dimensional Fund Advisors Ltd., Dimensional Ireland Limited, DFA Australia Limited, Dimensional Fund Advisors Canada ULC, Dimensional Fund Advisors Pte. Investments involve risks. Please read the prospectus before investing.

Government 52

Government Commission Economics Distribution 52

Inside Information

SEPTEMBER 28, 2021

Then came Reg BI, in 2019, where the Commission decided that adopting a separate rule restricting these terms was ‘unnecessary.’. 202(a)(11)(c) of the Advisers Act,” the petition says, “the Commission can increase investor protection by (re-)asserting a distinction between product sales and stand-alone investment advice.”.

Financial Planner 40

Financial Planner Financial Planning Commission Sales 40

WiserAdvisor

NOVEMBER 16, 2022

So, before you invest in anything, make sure to check the background of anyone who brings you the opportunity. Research well and look at the broker, investment advisor, product history, and whether they are registered with the U.S. Securities and Exchange Commission (SEC) or any other government agency.

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Financial Advisor Investing Investments Portfolio 40

Good Financial Cents

APRIL 19, 2023

Fundrise specializes in REITs ( real estate investment trust ). REITs own and manage income-producing properties and distribute the profits to investors. Investing in REITs was once expensive and required accreditation, but Fundrise has changed all this. The minimum investment on Fundrise is only $10.

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Accounting Investing Investments Media 105

WiserAdvisor

APRIL 24, 2025

You may move jobs or take sabbaticals, and your earnings may fluctuate based on commissions and bonuses. These accounts are often easier to manage because they come with specific withdrawals or Required Minimum Distributions (RMDs), which help you guide how much you withdraw each year.

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Retirement Retirement Planning Financial Advisor Healthcare 40

Yardley Wealth Management

JUNE 6, 2023

Here are some additional details and keywords to help guide you: Estate planning involves creating a plan for the management and distribution of assets after death. A good financial advisor can provide investment advice and help navigate the various types of financial advisors, such as registered investment advisors and fee-only advisors.

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Certified Financial Planner Estate Planning Retirement Planning Financial Advisor 52

Good Financial Cents

JULY 3, 2023

No matter which option you choose the most important thing with any investing is to get started. A new type of investment advisor has been created by using machine learning to make the investments for us. These new advisors are called robo-advisors and have become a very popular place to open your Roth IRA.

Retirement 77

Retirement Accounting Taxes Investing 77

ClearMoney

FEBRUARY 22, 2022

Dimensional Hong Kong Limited is licensed by the Securities and Futures Commission to conduct Type 1 (dealing in securities) regulated activities only and does not provide asset management services. UNITED STATES: Dimensional Fund Advisors LP is an investment advisor registered with the Securities and Exchange Commission.

Asset Allocation 52

Asset Allocation Commission Portfolio Assets 52

ClearMoney

FEBRUARY 21, 2022

These entities are Dimensional Fund Advisors LP, Dimensional Fund Advisors Ltd., Dimensional Ireland Limited, DFA Australia Limited, Dimensional Fund Advisors Canada ULC, Dimensional Fund Advisors Pte. Dimensional Fund Advisors LP is an investment advisor registered with the Securities and Exchange Commission.

Commission 52

Commission Portfolio Government Distribution 52

The Big Picture

MARCH 25, 2025

Well, Jim O’Shaughnessy : You know what’s funny is I would say to these people, it was one of the, like when I started out and actually what works wasn’t my first book, invest Like the Best was, which showed you Oh really? And actually you might remember I started the first online investment advisor called Net Folio.

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Management Numbers Investing Investments 147

ClearMoney

JANUARY 4, 2022

And it was a year that showed, again, the difficulty of making investment decisions based on predictions of where markets will go—as well as the enduring benefits of diversification and flexibility. UNITED STATES: Dimensional Fund Advisors LP is an investment advisor registered with the Securities and Exchange Commission.

Marketing 52

Marketing Marketing Commission Government 52

Sara Grillo

NOVEMBER 14, 2022

Should those with only insurance licenses that allow them to sell annuities and/or life insurance be held to the same “fiduciary standard” as Registered Investment Advisers (RIAs) with the SEC or state regulators? Are commissions bad? Are commissions bad? He does not think it will be in his lifetime. #2

Insurance 59

Insurance Retirement License Financial Advisor 59

The Big Picture

JULY 11, 2023

It was starting to happen but accelerated after the global financial crisis where regulators pushed for more transparency in distribution fees. And look, I’m a big believer that some of those type commission products are still important. ” Whereas if they got that upfront commission, they’d spend the time doing it.

Management 222

Management Investing Investments Assets 222

ClearMoney

DECEMBER 13, 2021

Dimensional Hong Kong Limited is licensed by the Securities and Futures Commission to conduct Type 1 (dealing in securities) regulated activities only and does not provide asset management services. UNITED STATES: Dimensional Fund Advisors LP is an investment advisor registered with the Securities and Exchange Commission.

Marketing 52

Marketing Marketing Commission Distribution 52