‘Seems like a conflict of interest, right?’ I have $4M in a 401(k) and an adviser wanted me to roll it over to an IRA for ‘better performance.’ What’s my move?
If an adviser earns fees by moving the money, Stacey Stark, a financial adviser at Aurelia Capital Advisors, says that creates a conflict of interest. “It does not automatically make the advice wrong, ...
If an adviser earns fees by moving the money, Stacey Stark, a financial adviser at Aurelia Capital Advisors, says that creates a conflict of interest. “It does not automatically make the advice wrong, ...
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