Dossier
adviser
Coverage of adviser in the Nexus archive.
- We’re in our 50s and have $1.5 million in traditional 401(k)s. Is it too early to start Roth conversions?
Individuals who are in their 50s have accumulated $1.5 million in traditional 401(k) accounts and question the optimal time to begin Roth conversions. This inquiry is highlighted by concern stemming from a prior experience where an adviser lost a significant portion of their portfolio.
- Aberdeen Sees £3 Billion of Outflows Despite Record Retail Haul
Aberdeen Group Plc reported net outflows of £3 billion in the first half as clients withdrew funds from its adviser and investment businesses despite strong market performance.
- ‘It’s a high price to pay’: My adviser says I don’t need a withdrawal plan for my $2.3 million portfolio. Is he right?
An adviser proposes a proprietary equity hedge strategy to manage $700,000 of a $2.3 million portfolio, despite the client's concern about the 'high price to pay.'