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12 results for “financial advisor”
Good use case for a financial advisor?
A Reddit user seeks advice on whether hiring a financial advisor on an AUM fee basis is justified for managing a mother's inheritance-heavy retirement accounts amid complex tax and withdrawal rules.
Aug 7, 2026
What to do with an inherited IRA?
A Reddit user seeks advice on managing a $600k inherited IRA distributed equally among four young adult beneficiaries, with questions about tax implications, investment strategy, and advisor fees.
Aug 6, 2026
In HelloNation, Financial Advisor Ted Thatcher of Medford, Oregon Details Succession Planning for Business Owners
A HelloNation article authored by financial advisor Ted Thatcher discusses succession planning considerations for retiring business owners, published via PR Newswire as a financial services press release.
Aug 5, 2026
In HelloNation, Financial Advisor Ted Thatcher of Redding, California Outlines Cash Reserve Strategies for Retirement
A financial advisor published a HelloNation article offering general guidance on cash reserve sizing for retirees, distributed via PR Newswire under a finance vertical feed.
Aug 5, 2026
Firing our financial advisor today. Need help
A Reddit user describes dissatisfaction with a financial advisor who increased their non-retirement portfolio from under 10 ETFs to over 190 individual common stocks without clear justification, raising concerns about manageability, tax implications, and fee value.
Aug 5, 2026
Privacy concerns with using a shared financial advisor
A Reddit user questions whether using a shared financial advisor across family members compromises personal financial privacy, despite trusting the advisor's discretion in past interactions.
Aug 3, 2026
In HelloNation, Financial Advisor Jennifer Prosise Shares Why Regular Financial Plan Reviews Matter
A financial advisor discusses the importance of regular financial plan reviews in a HelloNation article distributed via PR Newswire, with no AI or technology content despite being routed to an AI/tech feed.
Jul 28, 2026
Mesirow Advises The Skin Center, a Portfolio Company of Footbridge Partners and ALZA Capital Partners, on its Sale
A medical spa and cosmetic surgery practice called The Skin Center was sold, with Mesirow serving as exclusive financial advisor; the transaction falls outside AI and technology domains despite being routed through an AI/tech feed.
Jul 24, 2026
Arguments around the need for a financial advisor
A Reddit user seeks advice on whether to hire a financial advisor or self-manage investments via ETFs amid spousal disagreement about risk tolerance and market participation.
Jul 24, 2026
BGL Announces the Sale of Strategic Thermal Labs to Vertiv
BGL, an investment bank, announced the sale of Strategic Thermal Labs—a company providing liquid cooling for high-performance computing—to Vertiv, a data center infrastructure provider.
Jul 20, 2026
I am located in the United States and need some perspective on how to handle a highly uncomfortable situation with my financial advisor cleanly and professionally.
A U.S. investor reports unauthorized mutual fund trades and front-end load fees in their Traditional IRA, executed without consent or signature by their financial advisor, who refuses to refund the charges unless the client converts to a fee-based advisory model.
Jul 15, 2026
Passive Capital Management Welcomes Alex Rohtla as a Financial Advisor
A financial advisory firm announced the hiring of a certified financial advisor, with no AI or technology-related activity reported.
Jul 9, 2026