Comments on: Four questions to ask when choosing a financial adviser

By: Simon

Simon — Fri, 29 Oct 2010 16:25:38 +0000

I think the very first question to ask is to yourself! Is an advisor really worth it to me?

By: Natalie MacLellan

Natalie MacLellan — Tue, 26 Oct 2010 12:54:40 +0000

Graham, you should never feel married to a corporation, or obliged to deal with any adviser they assign to you. Remember that they work for you, and if you are unhappy you can move your business elsewhere. Some firms will even cover transfer fees to entice you to move your business.

By: Graham

Graham — Wed, 20 Oct 2010 17:29:15 +0000

I have been investing for several years. For the last few I have been with a company. Recently my advisor has moved on to pursue other things which leaves me with a company I like but waiting for a new advisor to take up my portfolio (since June). The article addresses some issues but doesn’t deal with someone like myself that has been investing and am married to a corporation and find myself being playing advisor roulette.