Commission Investment Advisor Portfolio Retail 
ClearMoney
DECEMBER 5, 2021
Given bitcoin’s dramatic price changes, it is not surprising that many are speculating about its possible role in a portfolio. Assessing the merits of bitcoin as an investment can be problematic. Adding it to a portfolio could mean paring back the allocation to investments such as stocks, property, or fixed income.
Sara Grillo
DECEMBER 12, 2022
Watch as all h&#@ breaks loose discussing the question of broker vs. financial advisor, commissions, fees, value, and more! The advisors made the point that the cost of insurance can’t be separated from the “cost of service” or the commission the agent makes. The commission is the commission. Who cares?
This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
ClearMoney
JANUARY 4, 2022
For investors worried about the impact of inflation on their portfolios, it is important to remember that US stocks since 1991 have generally provided returns that outpaced inflation. Another market curiosity arose in early 2021, when individual investors and others helped bid up shares of videogame retailer GameStop, as Exhibit 3 shows.
The Big Picture
JULY 11, 2023
And I remember being on the phone thinking, as the PMs were asking questions about cash flows and things, I was thinking, you’re asking all the wrong questions about whether this portfolio will perform because it’s things like down payment. ” Whereas if they got that upfront commission, they’d spend the time doing it.
Inside Information
OCTOBER 30, 2021
The argument with the regulators is that the more they require all advisors (including, of course, wirehouse brokers who call themselves ‘advisors’) to behave as fiduciaries, the more likely investors will be to receive advice in their interests, quality investment counsel, low portfolio expenses and fewer conflicts getting in the way.
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? Salaske agrees that many advisors don’t do a great job. Are commissions bad?
Clever Girl Finance
DECEMBER 21, 2022
Investing in stocks is one way to avoid having to make an active income by simply growing your money, and expanding your portfolio. It's also possible to buy shares of REITs (real estate investment trusts) and earn a share of income from the real estate projects they hold. Crowdfund real estate. Lend money to peers.
Expert insights. Personalized for you.
52 
Let's personalize your content