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Tag: adviser
I invested in Tesla early and now have an 8-figure nest egg. Do I need a financial adviser?
How do you know if you need a financial adviser or not? Getty Images Question: I’m considering quitting working soon. I invested in Tesla early on and 100x-ed and am at a very low eight-figure value n...
I’ve found that a financial adviser can cost $5,000 a year. Is it worth it?
What might a financial planner charge you and is it worth it? Getty Images/iStockphoto The other day a reader wrote into us making a good point: She wanted us to give people a more in-depth look at wh...
Biden Adviser Says US Economy Can Withstand Fed Inflation Fight
(Bloomberg) — Sign up for the New Economy Daily newsletter, follow us @economics and subscribe to our podcast. Most Read from Bloomberg White House economic adviser Brian Deese stopped short of ...
Lib Dems urge clarity on Boris Johnson’s discussions with political adviser
The Liberal Democrats have urged Downing Street to clarify whether Boris Johnson — who is resisting the idea of an energy windfall tax — has discussed the issue with his informal political adviser Sir...
Fed Vice Chair Pick and Ex-Ripple Adviser Tells Senators Crypto Needs Regulation
Michael Barr, a former Ripple adviser nominated by President Joe Biden to run the Federal Reserve’s oversight of the U.S. financial sector, sees cryptocurrency technology offering “some potential for ...
CFTC commissioner appoints senior policy adviser experienced in digital asset regulation
Caroline Pham, currently serving as a commissioner at the United States Commodity Futures Trading Commission, or CFTC, has announced a former head of U.S. regulatory policy at investment banking firm ...
‘Rebalancing during this pullback is a great idea’: 6 questions to ask your financial adviser right now as stocks continue to tumble
First, consider this general guide on investing: it’s about playing the long game instead of hyperventilating over headlines and doing something drastic, financial advisers say. Now file that statemen...
‘We cannot do that.’ 3 things NOT to ask your financial adviser to do for you
Getty Images A financial adviser can do a lot of things — provide advice to help you manage your finances, execute trades on your behalf, create holistic financial plans based on your short- and long-...
Former Homeland Security Chief Nielsen to Join Astra as Adviser
As the former top official for U.S. border security from 2017 to 2019, Nielsen became a well-known representative of Trump’s immigration policies and its hotly debated actions at the Mexican border. A...
President Biden to nominate former Ripple adviser as Fed Vice-Chair for Supervision
US President Joe Biden intends to nominate Michael Barr, who served as a Ripple advisor from 2015 to 2017, as the Vice-Chair for Supervision of the Federal Reserve. The White House revealed this news ...
President Biden announces former Ripple adviser as pick for Fed vice chair for supervision
Following the withdrawal of former Federal Reserve Board governor Sarah Bloom Raskin, United States President Joe Biden has announced his intention to nominate former Obama administration official and...
Astra Protocol Hires Ex-Trump Chief of Staff Mulvaney as Strategic Adviser
Switzerland-based technology infrastructure firm Astra Protocol announced on Wednesday that it has appointed Mick Mulvaney, who worked as acting White House chief of staff for former President Donald ...
Former Trump Aide Mick Mulvaney Tapped as Astra Protocol Adviser
Mulvaney, whose list of government jobs also included stints as acting head of the Consumer Financial Protection Bureau and special envoy to Northern Ireland, was involved with founding the Congressio...
I’m 57 and I don’t have much money. Is a financial adviser right for me?
How to find a financial adviser Getty Images Question: I’m 57 years old and late to the party. I do not have much money socked away nor do I have investments outside of my retirement fund, and I never...
ASIC Bans Former Adviser from Providing Financial Services
The Australian Securities and Investments Commission (ASIC) today confirmed that it has imposed a ban on Mark Babbage, a Melbourne-based former adviser. According to the details provided by the commis...
7 red flags that signal it may be time to dump your financial adviser
Getty Images/iStockphoto In these trying financial times, more Americans are leaning on financial advisers for money advice. While in 2020, 22% of Americans said a financial adviser was their most tru...
Restarting Keystone XL construction ‘wouldn’t actually increase supply’ of oil: top Biden adviser
“‘Any action on Keystone wouldn’t actually increase supply, and it would transmit oil years in the future.’” — National Economic Council Director Brian Deese That’s the White House’s top economic advi...
My financial adviser seems deeply Republican, and I’m liberal. Does this matter?
Should you let differing political beliefs impact your choice of a financial planner? Getty Images Question: I’ve worked with the same financial adviser for about 10 years — and I feel like he’s done ...
January 6 Committee Prepares To Hold In Contempt Former Trump Trade Adviser And Communications Chief
Topline The House committee investigating the January 6, 2021, Capitol riot plans to meet Monday to consider recommending citations for criminal contempt of Congress for two Trump Administration offic...
Former Obama Senior Adviser Joins Ripple’s Board Of Directors As Company Strengthens Push For Regulatory Clarity ⋆ ZyCrypto
Advertisement     Ripple, the blockchain tech firm best known for its XRP cryptocurrency, announced Wednesday that former senior advisor in the Obama administration Mi...
Ripple Adds Former White House Adviser As A Board Member
Ripple is strengthening its push to get regulatory clarity for ongoing Ripple Vs SEC case. The firm has announced the addition of Michael Warren, the managing director of Albright Stonebridge Group (A...
Ripple Appoints Former Obama Senior Adviser to Its Board of Directors
Alex Dovbnya Michael Warren, who has served in two presidential administrations, has joined Ripple’s board of directors Blockchain company Ripple has appointed Michael Warren, an ex-senior adviser in ...
FinCEN Chief Digital Currency Adviser Korver Departs for A16z as Head of Regulatory
The leader in news and information on cryptocurrency, digital assets and the future of money, CoinDesk is a media outlet that strives for the highest journalistic standards and abides by a strict set ...
If your financial adviser didn’t ask these 6 questions, give them a call
Getty Images You may know all the questions you should be asking your financial adviser (if not, read our story on the questions to ask here), but did you know a new adviser should also be asking you ...
I’m 60 with ‘well into seven figures’ saved. Should I get a financial adviser?
Getty Images/iStockphoto Question: I am 60 years old, single and don’t have any children. I am well into seven figures with retirement savings, made up of three 401(k)s, two mutual funds and a $350,00...
‘They all promise to help’ but no financial adviser seems to offer what I need. I have two 401ks, Roth accounts and real estate, and want a one-time plan for managing my money myself. Can you help?
Looking for a financial planner who works for a flat fee? Here’s some advice on how to do it. Getty Images Question: I have done a lot of research to find a fiduciary, but the bottom line is I have ye...
The best investments in inflation? An adviser studied 95 years of returns to find an answer
Inflation is making these nervous times for anyone who invests in stocks and bonds. But there’s no need to lose your cool. With the rate of inflation having risen to 7.5%, highest in 40 years, i...
White House Science Adviser Resigns Hours After Apologizing For Disrespectful And Demeaning Behavior
Topline The White House’s top science official Eric Lander resigned on Monday hours following an apology to his colleagues at the Office of Science and Technology Policy (OSTP) for acting in a “disres...
I inherited ‘a sizeable amount’ from my mother. A financial adviser took me out for a free meal at an investment seminar, and made ‘some good, interesting points.’ But should I be wary?
Let’s hope you enjoyed your meals but didn’t swallow too much of that investment advice. Getty Images Finding good, trustworthy financial advice is tough. Sometimes people luck into a recommendation f...