Conscientious Financial Planning and Retirement Income Management | 201-741-9528
from Lonier Financial Advisory LLC, Osprey, FL

Tag Archives: big brokerages

Is Your Advisor Setting Strategy or Selling You Product?

If you’ve participated over the years in company sponsored savings plans, you may have accumulated a sizeable savings in accounts sponsored by one or more employers. Though it may not have seemed like it at the time, saving the money is the easy part. Pick a few funds, check a few boxes, attend an occasional […]

The Shifting Flow of Capital

A couple recent reports give some indication that the world of investing continues to change. Investment News reports that while total assets under management in the advisory industry has recovered above re-2008 crash levels to $11.2 trillion, four big brokerages, Merrill Lynch, Morgan Stanley, UBS, and Wells Fargo, have lost a trillion dollars in client assets […]