Wealth Financial Advisor

A financial adviser can be helpful to clients who may need some direction in the journey to developing wealth and that, especially in this economy. could be a lengthy process. They would help minimize risk while balancing short term savings, long term retirement funds and the children's college.

A wealth management adviser could maximize profit, often at considerably more risk, from the discretionary funds which would be available after the basic goals have been defined and met. Good Luck.

2009-07-13 23:59:47 by idk1241

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meet both current and long-term financial commitments.which of the following traditional assumptions of the accounting model does Max Wealth appear to be in danger of violating?

a) accouting period
b) economic entity
c) going concern
d) stable monetary units.

The answer is (C)

In accounting, "going concern" refers to a company's ability to continue functioning as a business entity and maintain or increase the value of a company as an ongoing entity. This value differs from the value of a liquidated company's assets, because an ongoing operation has the ability to "continue to earn profit", while a liquidated or failed company does not. It is the responsibility of the directors to assess whether the going concern assumption is appropriate when preparing the financial statements. Financial statements are prepared on the assumption that the entity is a going concern, meaning it will continue in operation for the foreseeable future and will be able to realize assets and discharge liabilities in the normal course of operations.

2009-02-16 11:21:21 by soni

Price: $55.00

Hello,
I am considering a career change and would like to become a financial advisor. The companies that I am looking at are:
Smith Barney, Merrill Lynch, Morgan Stanley and UBS.

Would anyone out there know which is the TOP firm to join? I'm not looking only at payout but OVERALL BEST COMPANY TO JOIN.

I think that it would depend on what your definition of Best is.

If you want to have a greater chance to travel in your company: UBS.

If you want diversity in your portfolios then I would say Smith Barney.

Morgan Stanley has had a lot of internal problem in the past few years so I would stear clear of them for now.

Merrill Lynch is a solid company. Its a good choice all the same.

2007-02-13 14:28:06 by Kenny L

Price: $95.00

I've written a lot about this profession, including a book and scores of articles. You need to understand that few terms in the financial world are regulated. For the most part, anyone can call themselves anything. An "investment adviser" needs to be regulated by the SEC or a state agency. A "Certified Financial Planner" is someone who adheres to educational and ethical standards set by the private CFP Board, and has passed a comprehensive exam. But most other terms are wide-open.

"Financial Advisor" (or adviser) is the broader term. It is anyone who usually advises not only on what to buy, but takes a look at your whole financial picture, your goals, your risk tolerance, insurance needs, retirement plans, etc. There are good ones and bad ones, as in any profession. You can find competent advisers through www.fpanet.org or www.napfa.org.

A wealth manager is a financial adviser who works with wealthy individuals and families. Some advisers say it is merely a marketing term with no real difference. However, many wealth managers point out they offer extra services the wealthy are willing to pay for, taking a very holistic view and providing bill paying and other management services, as well as meeting elaborate estate planning needs, often in conjunction with lawyers. Wealth managers can often provide access to elaborate investment products not generally available to the general public. So it's really more of a degree of difference than a bright line.

2008-06-04 03:27:10 by j55rap

It depends. A good financial advisor will probably try to insure you have no significant consumer debt before helping you invest money (If you're paying 15-20% on a $1,000 balance, you'll still be losing ground financially even on an investment of an equivalent amount earning a steady 14%, which is itself unlikely.) So if your investable assets don't exceed your liabilities, you should be able to find someone to represent you, particularly an independent FA. Look for someone with a CFA certification, and preferably via referral from someone you know.

2007-03-07 19:31:50 by first time home buyer