"planner" in inglés with examples - Collocation dictionary inglés
- If figuring it all out on your own proves too difficult, have a fee-only financial planner run the analysis for you.
- According to Cerulli's study, half of the fee-only planners have been in the business less than four years.
- The fee-only planner will continue to receive his or her fee only if the client is satisfied.
- Continuing his commitment to innovation, John Sestina has been chosen to take the lead in educating the next generation of fee-only planners.
- He uses both types of funds, but says that fee-only planners, who charge a percentage of the no-load money under management, can be more expensive.
- Many no-load funds are being sold by so-called fee-only financial planners, who impose their own charges.
- Rather than talk about their prices, however, fee-only planners prefer to address the fiduciary responsibility of a professional adviser to place a client's interest first.
- And unlike fee-only planners, agents earn nothing until a sale is made.
- Consider working with a certified, fee-only financial planner to devise the optimal plan.
- Of the 288 companies surveyed, all in the Washington area, only 14 percent met the criteria for a fee-only planner.
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