Here are 5 factors to consider while selecting a financial advisor
Conducting your own research and analysis to determine which type of financial advisor might best meet your needs will help set you up for the long term.
Ken Johnson is a Senior Investment Strategist at Robinhood Markets focused on delivering the highest quality economic analysis, asset allocation, risk management and portfolio construction.
Prior to this, he spent over ten years at Wells Fargo, where he developed global equity strategies for retail and institutional investors.
Ken has also served as a wealth planner, where he developed custom family succession plans for business owners based on a thorough understanding of their assets, family dynamics and vision of their legacy. He is a CFA charterholder, holds a BA in Finance from Wayne State University and is an MBA candidate at New York University Stern School of Business.
Conducting your own research and analysis to determine which type of financial advisor might best meet your needs will help set you up for the long term.
Retail investors now account for around 52% of global assets under management. Financial services must now adopt less conventional methods to reach them.