Questions For Financial Advisor Interview
Questions For Financial Advisor Interview : What should you ask?
What are your fees? What are your returns? What is your background?
These seem like simple questions, but in fact each one is a loaded bullet that can take you on a ride of misinformatoin and confusion.
Often an advisor will charge one fee, but have another later on or another arrangement with his brokerage firm. Rebellion has no load, exit or any other fee. And we have 0 financial relationship with Interactive Brokers, our brokerage partner.
What are your returns? Watch for stories and a variety of answers that don’t give a specific answer. At Rebellion Research with our Ai Investing platform, you get a “Smart Index” of 100 global stocks and the Ai Investing platform’ returns have been audited by a major global accounting firm. So you can see how we have done and get an idea for what we might do in the future.
Plus, with a machine, we are not subject to divorces, mood swings, and other unfortunate events that can affect a human financial advisor’s abilities to function at top speed.
What is your background? Do you know what your financial advisor has been up to his whole life? Did he ever engage in activities you wouldn’t approve of? Rebellion Research was founded nearly 20 years ago and we have been developing and research and teaching Ai the whole time.
We are an academic organization, not a financial firm or tech company.