Improvement in the Financial Industry – Horter Family of Companies: Horter Investment Management, LLC, Tactical Fund Advisors, LLC, and Civitas Advisor Solutions, LLC provide clients with groundbreaking new solutions and opportunities. CINCINNATI, January 31, 2022 /PRNewswire/ — Horter Investment Management (HIM), a registered investment advisory firm with 50 investment advisorRead More →
Wirehouses will continue to lose its share of assets in the wealth management industry, according to a recent report. The share of cabling installations in industry assets has fallen from 33% in 2010 to 25% in 2021 – and that will fall to 22% by 2025, according to the Aite-NovaricaRead More →
This year, we may have made the same resolutions as in the past: lose weight, exercise, save more, or pay off debt. In fact, 65% of Americans ages 18 and older considered a financial goal for the New Year, according to a 2021 study by Fidelity Investments. The main financialRead More →
Becoming a new parent is overwhelming. Suddenly, you are no longer just responsible for yourself, but for another person who depends on you for everything. From the moment a baby comes home, you need to be aware of your every action and be careful about how it will affect theRead More →
This video was recorded on January 15, 2022. Tom Gardner: There’s almost a dark valley we walk through as adults from the day we graduate high school and don’t realize we’re the CEO of our financial lives forever, until the moment where we have kids and are starting to realize,Read More →
There is a split among wealthy investors today when it comes to the economy and their financial future. While a small majority feel optimistic, more than four in 10 are uncertain and uncomfortable. In recent research, we explored this gap to understand why people feel this way, as well asRead More →
It’s every investor’s nightmare – hoarding as much money as possible only to find out later that part of it was… It’s every investor’s nightmare – hoarding as much money as you can only to find out later that some of it has been wasted on unsuitable fees, commissions andRead More →
So why do some young adults want to become a student financial advisor? (PHOTO: Getty Creative) SINGAPORE — Long hours, a bad reputation and stigmatized work. These are just a few of the (negative) associations that come with being a student financial advisor. So why do some young adults wantRead More →
Two long-time major advisory teams from Raymond James Financial Services left the firm’s brokerage after decades, but retained its custodian when they joined forces under a new RIA. Pearl Planning and Stephens Wealth Management Group, which have eight advisers and $794.5 million in assets under management between the two Michigan-basedRead More →
I am encouraged when I see the enthusiasm and meticulous work displayed by the teams at all stages of the Competition. They represent the future of the financial services industry who will pursue the mission of influencing the financial future of customers… US Chap. President, Rick Stanzione, RFC® MIDDLETOWN,Read More →
The start of a new year marks a strategic time to review a financial plan and develop goals to achieve over the next 12 months and beyond. This “fresh start” mentality allows individuals to review and assess what has worked (or not) over the past year and revise or createRead More →
Building a start-up business can be the most exhilarating and challenging journey an entrepreneur can experience, with significant time spent growing and prospering your business. However, what many startups fail to implement is a financial plan that they can track and follow along the way. From conceptualizing the dream ofRead More →
Overpayment of fees and expenses is an area of investing that requires special attention. Twice last year our company changed ETF provider due to cost/benefit ratio. Reducing fees does not guarantee exceptional performance, but unjustified or unnecessary fees and expenses reduce annual returns. Always strive to reduce friction. Friction isRead More →
Financial planning can help you better understand where you are financially, how to prepare for the challenges ahead, and how to plan where you want to go. If you haven’t prepared a financial plan for yourself or your family, a financial advisor can help. Here are the typical steps inRead More →
During my annual physical recently, the doctor took my vital signs, reviewed my medical records and, after reading my EKG results, said, “Well, the computer says you’re having a heart attack.” But the computer got it wrong. I’m in my 40s and I run marathons, and my heart rate isRead More →