Financial Advisers Quotes

A vast industry of stockbrokers, financial planners, and investment advisers skims a fortune for themselves off the top in exchange for passing their clients' money on to people who, as a whole, cannot possibly outperform the market.

Some financial advisers say anyone who may move in less than seven years should not take out a reverse mortgage.

At 19 I was lucky enough to start making money from my music career, and when I was in my early twenties I trusted financial experts and advisers to guide me with how I invested money.

Since there are a wide range of entrepreneurs fundraising at any given time, I looked at each opportunity as it has arisen and on its own merits. Then I've sat down with my financial advisers, we've looked at the numbers and gone for the businesses I believe have real potential.

We're trying to make sure that financial advisers act like lawyers and doctors. When you go to a lawyer or doctor, they have an obligation to put your best interests first. Financial advisers don't.

I first had money for investment just at the time of the 2008 crisis and shares have been highly volatile since then. So I do have shares in my pension but I have tended to invest in specific projects that include property and private companies that have been very well researched by my advisers.

I had a small investment in Twofold, following guidance from my professional advisers. I had, however, claimed no tax relief of any amount in regard to this investment. Given the concerns raised about it, I have now instructed my advisors to withdraw me from the scheme with immediate effect.

Facts are that the financial advisers on Wall Street today or anywhere depending on which firm, what point in time - 85 to 88 percent male, and that is part of why investing for women they tell us feels unapproachable because they don't see people who look like them.

Massachusetts has prohibited most financial advisers from using titles like 'certified senior adviser,' and some of the largest insurers, including MetLife and Genworth Financial, have similar rules.