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Is there a listing of investment firms rated in terms of their level of client services and client reporting? |
Is there a listing of investment firms rated in terms of their level of client services and client reporting? JD Powers does an annual client satisfaction survey: No |
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It's the way they do profits. For mutual companies, they generally grab a percentage somewhere around 1% a year so the more money in the mutual fund, the more money they make. Then there a... American Express, Visa, ING, IBM, Ingersoll Rand, RCI, Citigroup, Shperion, AIG and AXA. Several others, I'm sure. ...Investment consultants? or are you talking about investment funds? If you really want a consultant, then you better have a ton of money, probably one million dollars or more. I don't thi... You might try the SEC (Securities and Exchange Commission) to see if they have a file on them. Ask the business for references. Check out at least three of them. When in doubt, don't in... Yes , very. I will give you myself as an example: In january 2006, i left my country to settle in the UK. In Scotland. I had very little money, my wife and 2 kids ( one of them 6 months old). No j... Goldman Sachs comes pretty close, it's the envy of all, either didn't get involved too heavy in sub-prime or more likely figured out a way to contain it. The one thing I would change... The IRS does not allow "in-kind" transfers of stocks nor mutual funds NOT in retirement accounts (IRA, 401K, 403b, etc). If you sell the stocks or mutual funds you will pay taxes on the g... Clearly, most of the people who've answered this question have never worked in the industry. WIth all due respect, I think I know what I am talking about. I have been a trader. Here are ... |
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