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2. How to know if a financial robo-advisor is right for you - AOL

   www.aol.com/know-financial-robo-advisor...

   But robo-advisors are typically much more accessible. For instance, Vanguard just lowered the amount you need to invest to use its Digital Advisor service to $100 from $3,000.

3. Fiduciary vs. financial advisor: How these types of advisors ...

   www.aol.com/finance/fiduciary-vs-financial...

   Cost. A financial fiduciary need not cost more than a financial advisor. Financial advisors may be paid a flat fee per job, an hourly rate or a percentage of assets under management. In contrast ...

4. Ultimate Client Onboarding Checklist for Financial Advisors ...

   www.aol.com/ultimate-client-onboarding-checklist...

   Having the client review and sign the required contract. Asking the client to submit a detailed questionnaire or survey to glean some background information about their financial situation ...

5. Registered investment adviser - Wikipedia

   en.wikipedia.org/wiki/Registered_investment_adviser

   Registered investment adviser. A registered investment adviser (RIA) is a firm that is an investment adviser in the United States, registered as such with the Securities and Exchange Commission (SEC) or a state's securities agency. The numerous references to RIAs within the Investment Advisers Act of 1940 popularized the term, which is closely ...

6. Fix problems signing into your AOL account - AOL Help

   help.aol.com/articles/help-signing-in

   Still need help? Call paid premium support at 1-800-358-4860 to get live expert help from AOL Customer Care. Having trouble signing in? Find out how to identify and correct common sign-in issues like problems with your username and password, account locks, looping logins, and other account access errors.

7. Wells Fargo Advisors - Wikipedia

   en.wikipedia.org/wiki/Wells_Fargo_Advisors

   Wells Fargo Advisors is a subsidiary of Wells Fargo, located in St Louis, Missouri. It is the third largest brokerage firm in the United States as of June 30, 2021 with $1.9 trillion retail client assets under management .

8. How to find a trusted retirement advisor: Factors to consider ...

   www.aol.com/finance/how-to-find-a-retirement...

   For retirement planning, your advisor may spend between 14 and 20 hours per year. That works out to an annual cost of $4,200 and $6,000. Commission-based fee. A percentage or flat fee per trade ...

9. Financial adviser - Wikipedia

   en.wikipedia.org/wiki/Financial_adviser

   A financial adviser or financial advisor is a professional who provides financial services to clients based on their financial situation. In many countries, financial advisors must complete specific training and be registered with a regulatory body in order to provide advice. In the United States, a financial adviser carries a Series 7 and ...