http://wheredoesallmymoneygo.com/the-financial-advisor-retirement-plan/ A personal finance blog written by Preet Banerjee Sat, 11 Feb 2012 16:22:10 +0000 hourly 1 http://wordpress.org/?v=3.1.2 http://wheredoesallmymoneygo.com/the-financial-advisor-retirement-plan/#comment-8550 financial retirement planning Tue, 02 Aug 2011 03:03:47 +0000 http://www.wheredoesallmymoneygo.com/?p=1241#comment-8550 I think people in or near retirement age shouldn't panic given the turmoil of the stock markets. If your employer does not offer help, consider getting professional advice. Look for a fee-based financial planner. That way, you understand exactly how they are compensated and you can make sure their interests are highly aligned with your own. I think people in or near retirement age shouldn’t panic given the turmoil of the stock markets. If your employer does not offer help, consider getting professional advice. Look for a fee-based financial planner. That way, you understand exactly how they are compensated and you can make sure their interests are highly aligned with your own.

]]> http://wheredoesallmymoneygo.com/the-financial-advisor-retirement-plan/#comment-4100 AlphaHunterFet Mon, 05 Oct 2009 17:55:48 +0000 http://www.wheredoesallmymoneygo.com/?p=1241#comment-4100 I had heard there were different elements of compensation such as for net new deposits (thus eliminating the growth element of the compensation), for client retention (don't know how that's calculated), etc. Ever heard about this? Also, how much of this compensation is deferred, etc? I would expect compensation deferral would be a pretty strong producer retention tactic. As somebody planning to make an offer to an advisor I was hoping to do something competitive yet more client-aligned. I had heard there were different elements of compensation such as for net new deposits (thus eliminating the growth element of the compensation), for client retention (don’t know how that’s calculated), etc. Ever heard about this? Also, how much of this compensation is deferred, etc? I would expect compensation deferral would be a pretty strong producer retention tactic. As somebody planning to make an offer to an advisor I was hoping to do something competitive yet more client-aligned.

]]> http://wheredoesallmymoneygo.com/the-financial-advisor-retirement-plan/#comment-4099 Top 5 | Realizing Retirement Fri, 11 Sep 2009 15:33:51 +0000 http://www.wheredoesallmymoneygo.com/?p=1241#comment-4099 [...] exposes The Financial Advisor Retirement Plan (Making one re-think all those fees they [...] [...] exposes The Financial Advisor Retirement Plan (Making one re-think all those fees they [...]

]]> http://wheredoesallmymoneygo.com/the-financial-advisor-retirement-plan/#comment-4098 Canadian Personal Finance Blog » Blog Archive » Random Thoughts: Remembering 9/11 Fri, 11 Sep 2009 06:10:12 +0000 http://www.wheredoesallmymoneygo.com/?p=1241#comment-4098 [...] at WhereDoesAllMyMoneyGo laments the Financial Advisor Retirement Plan, and how easy it is to make money for yourself, but not your [...] [...] at WhereDoesAllMyMoneyGo laments the Financial Advisor Retirement Plan, and how easy it is to make money for yourself, but not your [...]

]]> http://wheredoesallmymoneygo.com/the-financial-advisor-retirement-plan/#comment-4097 Michael James Wed, 09 Sep 2009 15:09:40 +0000 http://www.wheredoesallmymoneygo.com/?p=1241#comment-4097 Thanks for another great post on what life is like on the inside of the money management game. I had no idea that this sort of thing goes on. Thanks for another great post on what life is like on the inside of the money management game. I had no idea that this sort of thing goes on.

]]> http://wheredoesallmymoneygo.com/the-financial-advisor-retirement-plan/#comment-4096 Tweets that mention The Financial Advisor Retirement Plan : WhereDoesAllMyMoneyGo.com -- Topsy.com Wed, 09 Sep 2009 12:35:57 +0000 http://www.wheredoesallmymoneygo.com/?p=1241#comment-4096 [...] This post was mentioned on Twitter by greg thaczuk and Nelson Pang. greg thaczuk said: Financial Advisor Retirement Plan: http://bit.ly/qwgqH (@PreetBanerjee) [...] [...] This post was mentioned on Twitter by greg thaczuk and Nelson Pang. greg thaczuk said: Financial Advisor Retirement Plan: http://bit.ly/qwgqH (@PreetBanerjee) [...]

]]> http://wheredoesallmymoneygo.com/the-financial-advisor-retirement-plan/#comment-4095 The Financial Advisor Retirement Plan | Low Loan Refinancing Wed, 09 Sep 2009 02:23:56 +0000 http://www.wheredoesallmymoneygo.com/?p=1241#comment-4095 [...] View original post here: The Financial Advisor Retirement Plan [...] [...] View original post here: The Financial Advisor Retirement Plan [...]

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