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Tag: financial advisors

Home›Posts Tagged "financial advisors"
  • Financial Advisor
    By Todd McArthur
    March 16, 2022
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    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 ...
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  • Financial Advisor
    By Todd McArthur
    March 11, 2022
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    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 ...
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  • Financial Advisor
    By Todd McArthur
    March 8, 2022
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    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; ...
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  • Financial Advisor
    By Todd McArthur
    March 3, 2022
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    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 ...
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  • Financial Advisor
    By Todd McArthur
    February 28, 2022
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    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 ...
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  • Financial Advisor
    By Todd McArthur
    February 25, 2022
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    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. ...
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  • Financial Advisor
    By Todd McArthur
    February 15, 2022
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    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 ...
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  • Financial Advisor
    By Todd McArthur
    February 14, 2022
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    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 ...
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  • Financial Advisor
    By Todd McArthur
    February 9, 2022
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    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 ...
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  • Financial Advisor
    By Todd McArthur
    February 7, 2022
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    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, ...
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  • Financial Advisor
    By Todd McArthur
    January 21, 2022
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    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 ...
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  • Financial Advisor
    By Todd McArthur
    January 18, 2022
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    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. ...
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  • Financial Advisor
    By Todd McArthur
    January 14, 2022
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    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 ...
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  • Financial Advisor
    By Todd McArthur
    December 23, 2021
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    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. ...
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  • Financial Advisor
    By Todd McArthur
    November 8, 2021
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    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 ...
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  • Financial Advisor
    By Todd McArthur
    October 22, 2021
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    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 ...
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  • Financial Advisor
    By Todd McArthur
    October 21, 2021
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    $ 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 ...
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  • Financial Advisor
    By Todd McArthur
    October 13, 2021
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    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 ...
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  • Financial Advisor
    By Todd McArthur
    October 11, 2021
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    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. ...
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  • Financial Advisor
    By Todd McArthur
    October 5, 2021
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    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 ...
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  • Financial Advisor
    By Todd McArthur
    October 3, 2021
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    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 ...
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  • Financial Advisor
    By Todd McArthur
    October 1, 2021
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    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 ...
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  • Financial Advisor
    By Todd McArthur
    October 1, 2021
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    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 ...
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  • Financial Advisor
    By Todd McArthur
    September 29, 2021
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    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 ...
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  • Financial Advisor
    By Todd McArthur
    September 23, 2021
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    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 ...
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  • Financial Advisor
    By Todd McArthur
    September 22, 2021
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    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 ...
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  • Financial Advisor
    By Todd McArthur
    September 20, 2021
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    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 ...
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  • Financial Advisor
    By Todd McArthur
    September 20, 2021
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    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 ...
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  • Financial Advisor
    By Todd McArthur
    September 18, 2021
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    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 ...
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  • Financial Advisor
    By Todd McArthur
    September 8, 2021
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    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 ...
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  • Financial Advisor
    By Todd McArthur
    September 2, 2021
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    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 ...
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  • Financial Advisor
    By Todd McArthur
    August 28, 2021
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    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 ...
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  • Financial Advisor
    By Todd McArthur
    August 22, 2021
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    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, ...
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  • Financial Advisor
    By Todd McArthur
    July 17, 2021
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    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 ...
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  • Financial Advisor
    By Todd McArthur
    July 15, 2021
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    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 ...
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  • Financial Advisor
    By Todd McArthur
    July 14, 2021
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    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 ...
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  • Financial Advisor
    By Todd McArthur
    July 13, 2021
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    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 ...
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  • Financial Advisor
    By Todd McArthur
    July 10, 2021
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    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 ...
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  • Financial Advisor
    By Todd McArthur
    July 3, 2021
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    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 ...
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  • Financial Advisor
    By Todd McArthur
    July 3, 2021
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    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 ...
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  • Financial Advisor
    By Todd McArthur
    June 30, 2021
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    CI Financial completes the acquisition of San Diego RIA Dowling & Yahnke

    Content of the article TORONTO – CI Financial Corp. (“CI”) (TSX: CIX; NYSE: CIXX) announced today that it has completed the acquisition of Dowling & Yahnke, ...
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  • Financial Advisor
    By Todd McArthur
    June 29, 2021
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    Leon Cooperman plans to choose his path to success, not expecting much more from the global market

    Leon Cooperman in CNBC’s “Half-Time Report”. Scott Mlyn | CNBC Billionaire investor Leon Cooperman said on Tuesday that stock selection is the key to superior returns ...
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  • Financial Advisor
    By Todd McArthur
    June 18, 2021
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    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. ...
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  • Financial Advisor
    By Todd McArthur
    June 15, 2021
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    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 ...
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  • Financial Problems
    By Todd McArthur
    June 15, 2021
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    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 ...
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  • Financial Advisor
    By Todd McArthur
    June 13, 2021
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    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 ...
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  • Financial Advisor
    By Todd McArthur
    June 11, 2021
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    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 ...
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  • Financial Advisor
    By Todd McArthur
    June 11, 2021
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    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 ...
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  • Financial Advisor
    By Todd McArthur
    June 10, 2021
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    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 ...
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  • Financial Advisor
    By Todd McArthur
    June 9, 2021
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    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 ...
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  • Financial Advisor
    By Todd McArthur
    June 7, 2021
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    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 ...
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  • Financial Advisor
    By Todd McArthur
    June 5, 2021
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    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 ...
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  • Financial Advisor
    By Todd McArthur
    June 3, 2021
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    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 ...
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  • Financial Advisor
    By Todd McArthur
    May 29, 2021
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    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 ...
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  • Financial Advisor
    By Todd McArthur
    May 26, 2021
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    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 ...
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  • Financial Advisor
    By Todd McArthur
    May 25, 2021
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    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 ...
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  • Financial Advisor
    By Todd McArthur
    May 23, 2021
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    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 ...
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  • Financial Advisor
    By Todd McArthur
    May 23, 2021
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    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 ...
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  • Financial Advisor
    By Todd McArthur
    May 21, 2021
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    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 ...
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  • Financial Advisor
    By Todd McArthur
    May 5, 2021
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    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 ...
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  • Financial Problems
    By Todd McArthur
    May 3, 2021
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    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 ...
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  • Financial Advisor
    By Todd McArthur
    April 27, 2021
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    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 ...
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  • Financial Advisor
    By Todd McArthur
    April 27, 2021
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    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 ...
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  • Financial Advisor
    By Todd McArthur
    April 27, 2021
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    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 ...
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