Mostly your financial advisor writes your return you sign off on or manages your portfolio. But the advisor usually solicits and interacts with you to know what your financial goals are and ensure you are on board with the consequences of their advice.
I do not dismiss that some people are completely hands off at great risk IMHO. But these are not me - as was my initial proposition.
Mostly your financial advisor writes your return you sign off on or manages your portfolio. But the advisor usually solicits and interacts with you to know what your financial goals are and ensure you are on board with the consequences of their advice.
I do not dismiss that some people are completely hands off at great risk IMHO. But these are not me - as was my initial proposition.