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2. How to find a financial advisor near you - AOL

   www.aol.com/finance/financial-advisor-near...

   5 ways to find a financial advisor near you. There’s a lot to consider when choosing a financial advisor, but here are a few resources and tips to help make your search easier. 1. Use an online ...

3. How to choose a financial advisor: 4 tips for finding the ...

   www.aol.com/finance/choose-financial-advisor-6...

   Type of financial advisor. Overview. Robo-advisors – automates the investment process by building an investment portfolio based on your goals and risk tolerance. Typical cost: Typically around 0 ...

4. How Can I Find a Financial Advisor Near Me? - AOL

   www.aol.com/finance/7-ways-financial-advisor...

   For premium support please call: 800-290-4726 more ways to reach us

5. Investment Industry Regulatory Organization of Canada

   en.wikipedia.org/wiki/Investment_Industry...

   The organization set regulatory and investment industry standards. It also had quasi-judicial powers in that it held enforcement hearings and had the power to suspend, fine and expel members and registered representatives, such as advisors. [5] However, it has often been criticized by investor advocates as ineffective. [6]

6. National Association of Personal Financial Advisors - Wikipedia

   en.wikipedia.org/wiki/National_association_of...

   Rates vary by region of the country and an advisor's experience level and expertise. Some advisors charge a retainer fee schedule that is paid quarterly or annually. Other advisors charge based upon a percentage of the client's assets under management, such as a 1% fee on the assets per year. Regardless, the fee must be made clear to the client.

7. Appointment scheduling software - Wikipedia

   en.wikipedia.org/wiki/Appointment_scheduling...

   The origins of appointment scheduling software can be traced back to the early days of computer technology. In the 1960s and 1970s, as computer systems became more accessible and sophisticated, organizations began to explore ways to automate various administrative tasks (see also: Digital Revolution (this version)).