Tag: financial advisors
-
Privy Counsel Group acquires Investors Financial Group
MORRISTOWN, NJ, March. 16, 2022 /PRNewswire/ — Private Advisor Group, one of the nation’s largest and fastest growing independent wealth management firms*, has announced the acquisition ... -
Choosing a Financial Advisor: Five Mistakes to Avoid
ORLANDO, FL. (Ivanhoe Newswire) – A 2020 Northwest Mutual Survey found that 71% of Americans agree their financial planning needs improvement. Yet only 29% work with ... -
ESG Risks: What Today’s Advisor Needs to Know
AAs a financial advisor, what is your position in terms of ESG allocation for your clients? Today’s fundraising is not just about appealing to your conscience; ... -
Johnson Named to Forbes National List of America’s Top Women Wealth Advisors for 2022 | Local News
Edward Jones’ financial advisor, Erin Johnson of North Bend, has been named to the annual list of America’s Top Female Wealth Advisors for 2022 by Forbes ... -
Securian Financial completes $3 million transformation
King of Prussia, Pennsylvania, Feb. 28 2022 (GLOBE NEWSWIRE) — The American College of Financial Services is proud to announce a $3 million investment through a ... -
Santa Barbara financial adviser urges investors not to panic amid market turmoil
Source: Arlington Financial Advisors The stock market is behaving wildly as a war between Russia and Ukraine becomes more likely. But local financial adviser Arthur G. ... -
Quantitative tightening: are the markets prepared?
Risk Considerations Yields are subject to change with economic conditions. Yield is just one of the factors to consider when making an investment decision. Equity ... -
LPL Financial achieves a perfect score for the 4th consecutive year in the HRC Foundation’s annual business competition… | News
CHARLOTTE, North Carolina, Feb. 2022 (GLOBE NEWSWIRE) — LPL Financial LLC, a leading retail investment advisory firm and independent broker-dealer, today announced that it has received ... -
Diffractive Managers Group and ESG Leader Gitterman Wealth Management, LLC Announce Partnership
BOSTON–(BUSINESS WIRE)–Diffractive Managers Group, the asset management platform of 1251 Capital Group, today announced that it has entered into a partnership with Gitterman Wealth Management, LLC ... -
How to retire with $4 million
Retiring with $4 million Everyone wants to have enough money waiting for them in retirement to live comfortably. But if you’re used to a certain lifestyle, ... -
Creative Planning’s big step into 401(k)s
Peter Mallouk, CEO and President of Creative Planning, reached a significant agreement in December with the world’s largest independent P&C insurer. “It’s more than a one ... -
Association of African American Financial Advisors
WASHINGTON, Jan. 18, 2022 (GLOBE NEWSWIRE) — The Association of African American Financial Advisors (AAAA) is delighted to welcome Jennifer Givens as its new Executive Director. ... -
Financial planning is important after Alzheimer’s diagnosis
MINNEAPOLIS (FOX 9) – Alzheimer’s disease has become one of the costliest illnesses for families. More and more Minnesotans are having to face this reality. Over ... -
They are not for everyone. But the alternatives can produce the return that fixed income securities cannot.
Investors who think alternatives are synonymous with hedge funds, risk and volatility would do better to think again, especially if income generation is a primary goal. ... -
Miracle Mile Advisors Completes Merger With Castle Asset Management | Business
LOS ANGELES – (BUSINESS WIRE) – November 8, 2021– Miracle Mile Advisors (Miracle Mile) is pleased to announce the completion of a merger with Castle Asset ... -
Which automated portfolio is right for you?
Personal Finance Insider writes about products, strategies, and tips to help you make informed decisions with your money. We may receive a small commission from our ... -
$ 250 Million Minnesota Team Joins Ameriprise to Deliver “Best-in-Class Experience” to Customers
MINNEAPOLIS – (COMMERCIAL THREAD) –Christensen Wealth Advisory Group, a wealth management practice managing over $ 250 million in client assets in Edina, Minnesota, has joined the ... -
LPL-affiliated advisors rewarded as “Best Moms Wealth Management Advisors” in 2021
CHARLOTTE, North Carolina, October 13, 2021 (GLOBE NEWSWIRE) – LPL Financial LLC today announced that seven of its Affiliate Financial Advisors have been recognized as Top ... -
Financial advisor Caitlin Perry joins UBS in Rutland, VT
RUTLAND, Vermont – (COMMERCIAL THREAD) – UBS Wealth Management USA today announced that Caitlin Perry has joined the company as a financial advisor in Rutland, Vermont. ... -
Stonepeak acquires Teekay LNG
Teekay LNG Partners LP and Stonepeak, a leading alternative investment firm specializing in infrastructure and real estate assets, have announced that they have entered into a ... -
How to make retirement planning less stressful
Planning for retirement is a dynamic process that involves decades of managing your life savings in various investment vehicles until you retire. While many invest in ... -
Michael Kitces chooses his moment to demand that the SEC remove two huge loopholes in the bogus RIA – the hat-switched “hybrid” adviser and the Wirehouse “financial adviser”
The founder of XPYN wants the SEC to live up to its “Merrill Lynch Rule” promise of 15 years ago to demand the most basic truth ... -
34 Ameriprise Financial Advisors Named to Forbes ‘Top Next Generation Wealth Advisors’ List
MINNEAPOLIS – (COMMERCIAL THREAD) – Ameriprise Financial Inc. (NYSE: AMP) today announced that 34 Ameriprise financial advisors have been appointed to the Forbes List of “Best ... -
Here’s how the best financial advisors recruit young talent
d3sign | instant | Getty Images Hiring young talent is imperative for financial advisers. But finding so-called “next-generation” advisers can be a challenge, in large part ... -
What is a financial plan?
A financial plan is at the heart of the financial advice process. It is in a way the card of your customers … A financial plan ... -
Q&A: The Case for Semi-Transparent Active ETFs
Generally, transparency is considered a good thing when it comes to investment and financial advice. But sometimes there may be an argument for … Generally, transparency ... -
William Sharpe: There is no “number” of retirements
In planning for retirement, “the first hurdle for financial advisors to overcome is to help people understand and internalize risks, uncertainties and opportunities,” Nobel laureate William ... -
MAI Capital Management acquires Geier Asset Management
CLEVELAND – (COMMERCIAL THREAD) – MAI Capital Management, LLC (“MAI”), a licensed investment advisor specializing in comprehensive investments and financial planning for high net worth individuals ... -
The story of two clients
What Makes a Good Comprehensive Wealth Management Advisor? I have held this position in various capacities since January 1987. Needless to say, I have seen a ... -
The Financial Advisors Club NFT project is the first to
WASHINGTON, DC, September 08, 2021 (GLOBE NEWSWIRE) – If you’ve been following the crypto space for the past few weeks, you’ve heard of all kinds of ... -
The challenge independent investors pose to advisors
What would you like to know A recent Broadridge survey of investors found that 52% of them use self-directed brokerage accounts. About half of these investors ... -
A look at investor behavior
This week, the news cycle has remained pretty dark, regardless of your news source. But you don’t need me to tell you. The evacuation process in ... -
Financial: Lucas Nettles, Revo Financial | Businessmen
Lucas nettles BARTLESVILLE, Oklahoma – Bob Marlowe, President of Revo Financial, LLC, a financial advisory firm with offices in Oklahoma and Texas, announced that Lucas nettles, ... -
With booming housing market, CT financial advisors see significant demand
Tony Champion’s move from Hong Kong to Stamford last year brought a lot of changes. Finding a new financial advisor has turned out to be one ... -
LPL Financial launches a solution protecting the self-employed
CHARLOTTE, NC, July 15, 2021 (GLOBE NEWSWIRE) – LPL Financial LLC today announced the launch of its Resiliency Plan, a new LPL business solution that provides ... -
5 questions for Ashley Price, head of diversity at Baird’s financial advisors
In a new episode of the Financial planning podcast, Baird’s director of recruiting Ashley Price explains how the wealth manager is working with consulting firms and ... -
Coronado’s Courtney Liddy named to Barron’s Top 100 Women Financial Advisors list
Courtney liddy UBS Wealth Management USA announced on July 7 that the Coronado resident Courtney liddy, CRPC®, the company’s managing director and financial advisor in the ... -
How to invest in stocks
Learning to invest begins with learning how to invest in stocks. Historically, the return on equity investments has outperformed many other assets, making it a powerful ... -
From a financial point of view: Warning: common mistakes lurk nearby | Local News
Originally, we wanted to answer the question of what are the most common investor mistakes that we strive to protect you from as a fiduciary financial ... -
Financial Focus: Local Councilor Edward Jones Qualifies For Leaders’ Conference | Independent perspectives
Michael Paolino, financial advisor to Edward Jones in South Kingstown, qualified for the 2021 chief financial advisor conference at the company. This achievement recognizes and celebrates ... -
CI Financial completes the acquisition of San Diego RIA Dowling & Yahnke
Content of the article TORONTO – CI Financial Corp. (“CIâ€) (TSX: CIX; NYSE: CIXX) announced today that it has completed the acquisition of Dowling & Yahnke, ... -
Leon Cooperman plans to choose his path to success, not expecting much more from the global market
Leon Cooperman in CNBC’s “Half-Time Reportâ€. Scott Mlyn | CNBC Billionaire investor Leon Cooperman said on Tuesday that stock selection is the key to superior returns ... -
Understand the responsibilities of a corporate financial advisor
Have you ever wondered what a corporate financial advisor does? There are very specific tasks and responsibilities that they have to perform for their business customers. ... -
Biggest mistakes, misconceptions among customers
No matter where investors get their financial advice, they usually invest in a similar fashion before they turn to an advisor. In May, SmartAsset surveyed 159 ... -
Addepar Announces $ 150 Million Investment by D1 Capital Partners, Exceeding $ 2 Billion Valuation
MOUNTAIN VIEW, CALIFORNIA., June 15, 2021 / PRNewswire / – Addepar, a leading technology platform for wealth management, today announced that it has raised $ 150 ... -
Don’t you care about your personal finances? Tips to get back on track – Pasadena Star News
As a financial advisor, I work with individuals and couples. Usually, when a couple engages me in financial services, one person is more financially attuned than ... -
Director to shut down RobustWealth advisor-oriented technology
Financial Advisors using RobustWealth are now looking for a new technology provider. Principal Financial Group, which acquired the digital consulting start-up in 2018, informed its clients ... -
What to keep in mind before hiring a financial advisor
Experts in the field, financial advisers offer their services for a lump sum or can request a portion of the income Investors often think that they ... -
Wealth Enhancement Group Announces Acquisition of MACRO Consulting Group, a New Jersey-Based RIA with Over $ 900 Million in Total Client Assets
MINNEAPOLIS, June 10, 2021 / PRNewswire / – Wealth Enhancement Group, an independent wealth management firm, today announced the acquisition of MACRO Consulting Group (MACRO), an ... -
Pinnacle Financial Partners: Jan Beatty-Hendley joins Pinnacle
June 09, 2021 Experienced trust and fiduciary specialist Jan Beatty-Hendley joined Pinnacle Financial Partners as a relationship manager for Pinnacle Asset Management. She is based in ... -
Edelman Financial Engines announces Ric Edelman’s transition to an advisory role
BOSTON–(COMMERCIAL THREAD) – Edelman Financial Engines today announced that its founder, Ric Edelman, will step down as President, Financial Education and Customer Experience at the end ... -
Money side – Falcons’ Brandon Copeland shows NFL players how to cash in
The conversation began in the locker room of the Atlanta Falcons, undrafted rookie defensive backs Dwayne johnson and JR Pace discuss finances and how to get ... -
Competitor welcomes ten teams of partner advisors with more than $ 1 billion in assets
SAN DIEGO, June 3, 2021 / PRNewswire / – Competitor, an elite independent advisor partnership affiliated with Raymond James Financial Services, Inc. (RJFS) (FINRA / SIPC ... -
Expect the unexpected
There is simply no way to gracefully “roll out” a pandemic. Such an unprecedented experience tends to be filled with unintended consequences. Due to the modification ... -
Continue to develop self-service tools
Putting financial recovery at the fingertips of customers Beer said Chase invests $ 12 billion annually in technology to “deploy new and improved digital features at ... -
AssetMark will participate in the next investor conferences
CONCORD, Calif., May 25, 2021 (GLOBE NEWSWIRE) – AssetMark Financial Holdings, Inc. (NYSE: AMK) today announced that the Company will attend the following investor conferences in ... -
What To Expect From A Financial Review | Release
The COVID-19 pandemic may have disrupted many aspects of your life, including your financial situation. Even if your job and income weren’t directly affected, you might ... -
Winners and losers this year
I’m often asked questions about specific investment ideas that match its unique goals. While I am not authorized to make specific recommendations in this forum, reports ... -
Reminder of the expiration of the offer period for
NOT FOR DISTRIBUTION, PUBLICATION OR DISTRIBUTION, IN WHOLE OR IN PART, DIRECTLY OR INDIRECTLY, IN CANADA, CANADA, AUSTRALIA, NEW ZEALAND, SOUTH AFRICA, HONG KONG, JAPAN OR ... -
LPL Financial and Wealth Consulting Group Welcome Financial
CHARLOTTE, NC, May 5, 2021 (GLOBE NEWSWIRE) – LPL Financial LLC (Nasdaq: LPLA) today announced that financial advisor Joel Drake has joined the broker-dealer, Hybrid Registered ... -
4 Potential Equity Compensation Problems and How to Solve Them
Non-cash compensation might not seem like a great deal to you as an employee – but depending on the type, it can actually increase your net ... -
Creative Planning concludes its first 2021 agreement and opens a non-profit organization
What would you like to know Creative Planning has acquired Castle Wealth Advisors, a family office with $ 320 million in assets. The company and its ... -
How a Fast, Interactive Investor Experience Can Help Advisors Grow Their Practice
By Rick Hurwitz Today’s financial advisors are focused on how to grow their practice in the digital age. This is nothing new, of course, but the ... -
Summit Financial takes minority stake in Miami-based RIA Kandor Global
PARSIPPANY, NJ – (BUSINESS WIRE) – Summit Financial Holdings, through Summit Growth Partners, acquired a non-controlling minority stake in Kandor Global, a Miami-based Independent Registered Investment ...
/cloudfront-us-east-1.images.arcpublishing.com/gray/WQUGSKVEGRD5DIEMTHZFGLEVHA.jpg)
-1200x628.jpg)
