19 min listen
What to Look for in a Financial Advisor?
What to Look for in a Financial Advisor?
ratings:
Length:
18 minutes
Released:
Feb 26, 2024
Format:
Podcast episode
Description
What qualifications should investors look for in an financial advisor? Are there fees? What are the goals for the money invested? Steven M. MacNamara, CFA - IBKR Institutional Sales, joins Cassidy Clement, Senior Manager of SEO and Content to discuss the elements to look for when selecting a financial advisor.
Released:
Feb 26, 2024
Format:
Podcast episode
Titles in the series (42)
401Ks Explained: The Basics of the Retirement Buzzword: Retirement savings may not be the first thing on your mind when you get your paycheck, but it’s never too early to start planning. Interactive Brokers’ Senior Manager of SEO and Content Cassidy Clement and Total Rewards Manager Barbara Olander discus... by Cents of Security by Interactive Brokers