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If you simply don’t trust your advisor, you should find someone else. “If your gut is picking up on any deceitful or unethical behaviors that seem to place their interests ahead of yours, that ...
Bottom line. A financial advisor brings a lot to the table. The benefits of expertise, time savings, emotional support, goal setting and tax optimization can far outweigh the risks associated with ...
CIT Group ( CIT ), a subsidiary of First Citizens BancShares, is an American financial services company. It provides financing, including factoring, cash management, treasury management, mortgage loans, Small Business Administration loans, leasing, and advisory services principally to individuals, middle-market companies and small businesses ...
Here’s Why It Might Be Worth It. John Csiszar. February 25, 2024 at 6:00 PM. ©Shutterstock.com. A financial advisor can help you with any number of planning needs, from retirement savings to ...
napfa .org. National Association of Personal Financial Advisors ( NAPFA) is an American financial planning trade organization created in 1983 to expand the use of fee-only financial advisors by individual consumers. NAPFA established the first set of professional standards for fee-only financial advisors and has updated them to reflect changes ...
Robert Rubin - was an advisor and from 1999 till 2009 served as a board member. Rubin received $126 million compensation from Citigroup between 1999 and 2009. Charles Prince - was CEO from 2003 to November 2007. Prince was famously quoted as saying Citigroup was "still dancing" just as the financial crisis hit.
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