Comments on: Seven trends driving the future of financial advice https://rossdawson.com/why_the_future/ Keynote speaker | Futurist | Strategy advisor Thu, 18 Jun 2020 04:06:46 +0000 hourly 1 https://wordpress.org/?v=6.9.4 By: financial advisors https://rossdawson.com/why_the_future/#comment-1499 Wed, 22 Jun 2011 08:00:00 +0000 http://rd.wpram.com/?p=1060#comment-1499 In larger companies, because not all responsibilities can be handled by one person only, it is an essential thing to hire a person that suits in every field. In the field on the finances, financial advisors do fit into it. Companies do need these people to evaluate the status of the finances on the firm.

]]> By: Elysien Private Wealth & Real Propertyealth & Real Property https://rossdawson.com/why_the_future/#comment-1498 Wed, 22 Sep 2010 13:59:21 +0000 http://rd.wpram.com/?p=1060#comment-1498 If you have wealth, you should only work with a fee only financial advisor who believes in portfolio engineering. Intended or not, anyone else will do more harm than good over the long term.
Tony DePasquale
President
Elysien Private Wealth & Real Property

Nevada Fee Only Financial Advisor.

]]> By: Elysien Private Wealth & Real Property https://rossdawson.com/why_the_future/#comment-1497 Wed, 22 Sep 2010 13:56:49 +0000 http://rd.wpram.com/?p=1060#comment-1497 If you have obtained any significant wealth, you should only work with a fee only financial advisor who believes in portfolio engineering. Intended or not, anyone else will do more harm than good over the long term.
Tony DePasquale
President
Elysien Private Wealth & Real Property

Nevada Fee Only Financial Advisor.

]]> By: Nigel https://rossdawson.com/why_the_future/#comment-1496 Tue, 07 Sep 2010 19:08:05 +0000 http://rd.wpram.com/?p=1060#comment-1496 Interesting post, I look forward to hearing more. Any thought on the role of mortgage brokers as distinct from financial advisors?

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