Financial Symmetry News & Views

Posts Tagged ‘financial advisor’

Morgan Stanley Smith Barney is offering as much as 330% of a brokers annual production to join the firm.

Click here to view the article from Investment News: “Morgan Stanley Smith Barney pumps up recruiting packages to lure top producers.”

With all the problems that big Wall Street firms caused for the global economy, it is absolutely [...]

Bill Ramsay, CFP®, was recently quoted in the November 2009 Investment Advisor magazine.

Bill Ramsay, CFP®, recently participated in his third Triangle Business Journal roundtable event.  The 2009 Financial Roundtable: Wealth Strategies was held at the Triangle Business Journal office on September 29th, 2009, with the full article appearing in the October 16th, 2009 issue.
Bill also participated in the Triangle Busniess Journal’s rountables on August 23, 2007 and [...]

Understanding the difference between a fiduciary standard and a suitability standard could pay major dividends in a relationship with a financial professional.  Operating under the fiduciary standard requires a planner to put the client’s interest ahead of his or her own.  In other words, don’t be afraid to ask your financial advisor the motivation behind [...]

Allison Berger, of Financial Symmetry Inc., in Raleigh, NC, has been accepted for membership in the National Association of Personal Financial Advisors (NAPFA).

Chad Smith, of Financial Symmetry Inc., in Raleigh, NC, has been accepted for membership in the National Association of Personal Financial Advisors (NAPFA).