Checking financial advisor's experience

When you look for the right financial advisor, you have to check experience. What is your financial advisor experience? • How long have he/she been advising? • How long have he/she been working for this company? • Do you have experience with various products or do you specialize in certain products only? That's some of the questions you must ask before choosing a financial advisor.

Financial advisors have a difficult role and a lot of different missions

Financial advisors have a difficult role. The missions of the financial advisor include the following: • welcoming clients ; • closely following his/her client's accounts; • contact the clients in case of any problems; • managing his/her client's portfolio

Risk versus performance

A large portion of investors expects large annual performance for their investments. According to different polls, roughly 30% of investors expect an annual performance of their investments above 10% per year. At the same time, less than 20% of investors are willing to take risks on their financial investments.

The life of a financial advisor

If you like a little variety in your work week, the life of a financial advisor might interest you. Indeed, there is not really a "typical" day for this job. On the financial side, a financial advisor is in charge of investment planning, retirement savings and long-term and short-term savings but there is also a risk management part. The job involves among other things, having client meetings, processing customer inquiries, and also searching for new clients.

You do not have to be extremely wealthy to hire an independent financial advisor

You do not have to be extremely wealthy to hire an independent financial advisor. All sort of people can benefit from personalized advice and not only the most wealthy of us. Of course, if you have no money at all there is no need to hire an independent financial advisor. But as soon as you are able to save a little bit of money every month, hiring a financial advisor can turn out to be a very clever idea.

Can you trust your financial advisor?

It is not rare to meet people who have a blind trust in their financial advisor or similarly in their bank ... They know him or them well, he or them is nice, considerate. But you should always keep in mind that this is their job to be nice with their clients so you have to be careful. The biggest mistake a prospective client can do is to find an advisor who has a specific product to sell whatever the client's characteristics can be.

Today let's have a closer look to Fidelity Investor Centre.

Today let's have a closer look to Fidelity Investor Centre. The company is based in Hong Kong. https://www.fidelity.com.hk/investor The company published 3 press releases in 2017 with notably an interesting stat: "Over 80% younger generation underestimates compounding effect". The company is one of the largest retirement asset managers in Hong Kong. They invite clients on a regular basis to seminars and they offer a range of investment solutions covering all regions, industrial sectors and asset classes.

Working with your financial advisor for many years

To find a financial advisor, you must use a rigorous process to select someone with whom you can work for many years. Finding the right person may take a little more time than opening the yellow pages or doing a quick search on the internet. But the time you will invest in the research will be wort in terms of peace of mind, and knowing that you have made the right decision. Our blog is here to help you find the best advisor for you.

Looking for the right financial advisor

When looking for a financial advisor, one of the most important things is to find the right person for you. This is obviously easier said than done. And this is also naturally tricky to define what the "right person" exactly means. You need a counselor you can trust. Someone who will really take the time to know your situation and who will help you create a plan that takes into account your current and future needs.

What do you mean by Independent Financial Advisers

Independent Financial Advisers are financial professionals who offer independent advice on financial matters to their clients and recommend suitable financial products from the market whether a specific market such a niche or the market as a whole. The term was originally developed in the United Kingdom and has a slightly different meaning depending on wherever in you are in the World.

Forbes, Financial times and Barron rankings

On the right part of our blog you can find links to some of the best Financial Advisors rankings available online. You will be able to find rankings from Forbes, Barrons, Wealthmanagement website or the Financial Times.