The majority of affluent investors take charitable giving seriously, and wealth managers often play a key role, according to a recent report. Fifty-six percent of affluent investors already have a giving strategy in place, while 22% would consider adopting one. BNY Mellon Wealth Management he says found in a surveyRead More →
A financial adviser to Tyler recently received two awards from Forbes. Jennifer Samsonwho serves as Senior Vice President Wealth Management and Senior Portfolio Manager at UBS Financial Services, was honored as Best Wealth Advisor in the State of Texas for 2022. Sampson began her career at Fidelity Investments in 1993Read More →
CHARLOTTE, NC, May 19, 2022 (GLOBE NEWSWIRE) — LPL Financial LLC today announced that financial advisor Randall Pickett CIMA® and wealth management partner Leslie Stephenson joined Linsco through LPL Financial, the firm’s employee advisor model. They are the second team located in the new Dallas Linsco office. Pickett said heRead More →
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Samuel Rosenberg “Sam” Schnydman, a retired financial advisor and insurance agent, died of complications from Parkinson’s disease May 8 at St. Agnes Hospital. The Locust Point resident was 81. Born in Baltimore and raised on Vickers Road in Ashburton, he was the son of Rubie Schnydman, vice president of theRead More →
IRVINE, Calif.–(BUSINESS WIRE)–May 12, 2022– DA Davidson & Co. today announced that it has served as exclusive strategic and financial advisor to ProductPlan LLC, a leading product management software platform, in securing a significant growth capital investment from Bow River Capital. Founded in 2013 by Greg Goodman and Jim Semick,Read More →
CFA. Trustee. RIA. These terms are not exactly self-explanatory. But when it comes to finding a financial advisor, you’ll be better equipped if you know the industry jargon and what’s behind a slew of acronyms. So we’ve put together a handy glossary of fundamental financial advisor terminology and definitions thatRead More →
How to select a financial adviser? The question is more daunting than ever now that video conferencing has created opportunities for long-distance relationships. Literally thousands of financial advisors across the country would welcome your business. It’s up to you to discern the best person for the job. Here are someRead More →
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Some investors have long been in favor of social responsibility or socially responsible investing (SRI), that is, investing in ethical companies that sell products that are good for the environment and society in general, and this, within the framework of sound corporate governance. You may be one of these investorsRead More →
Focus Financial Partners embarks on international growth strategy to meet 2025 growth targets, says CEO and Chairman Rudy Adolf. Last month, Focus announced that it had entered into a definitive agreement for the Geneva, Switzerland-based wealth management and investment firm. holding octagon join his partnership. The transaction is expected toRead More →
Michael L. HermesCFA, CFP of HORAN has been selected to educate individuals on maximizing Social Security income CINCINNATI, April 27, 2022 /PRNewswire-PRWeb/ — The National Social Security Association in Cincinnati has selected Michael L. HermesCFA, CFP Vice President, Wealth Management Advisor at HORAN Wealth Management of Cincinnatian SEC-registered investment adviser,Read More →
LANSDALE — As district administrators continue to plan for the future of North Penn High School, a familiar name has re-entered the picture. District officials provided an update on the ongoing high school master plan process Monday evening and further discussions with a consultant that may soon be a keyRead More →
CHARLOTTE, NC, April 26, 2022 (GLOBE NEWSWIRE) — LPL Financial LLC (Nasdaq: LPLA) today announced that financial advisor Michael Gavett has joined LPL, joining Linsco by LPL, the model of advising company employees. He will be the first counselor in a new Dallas-based Linsco office. Gavett said he served approximatelyRead More →
MELVILLE, NY–(BUSINESS WIRE)–April 21, 2022– The Alliance of Wealtha registered consulting firm with offices in Melville, NY and Boca Raton, FL, announces the addition of Seth Cohan, AIF®, CLTC®, a seasoned financial advisor with over 35 years of experience in the financial services industry and $225 million in management andRead More →
MELVILLE, NY–(BUSINESS WIRE)–The Alliance of Wealtha registered consulting firm with offices in Melville, NY and Boca Raton, FL, announces the addition of Seth Cohan, AIF®, CLTC®, a seasoned financial advisor with over 35 years of experience in the financial services industry and $225 million in management and brokerage-based assets. PriorRead More →
According to JD Power’s annual study, wealth management giants that market their comprehensive financial advice actually provide this service to only 14% of their clients. More than 4,000 investors who work with a financial advisor spoke to the research firm as part of its 2022 full-service U.S. investor satisfaction survey,Read More →
Merit Financial Advisors today announced that it has acquired Tedstrom Wealth Advisors Inc. and IM Wealth Care LLC, two Colorado companies with combined assets of $381 million, according to a press release. The companies were previously owned by LPL Financial, according to BrokerCheck. Denver-based Tedstrom Wealth Advisors, which focuses onRead More →
CHARLOTTE, NC, April 04, 2022 (GLOBE NEWSWIRE) — LPL Financial LLC today announced that Financial Advisor Lisa Tesar has joined Linsco by LPL, the company’s employee advisor model. She reported to LPL after serving approximately $260 million in consulting, brokerage and pension plan assets* and joining LPL from Morgan Stanley.Read More →
LOS ANGELES–(BUSINESS WIRE)–Reynolds Advisory Partners, LLC (“RAP” or “Reynolds”) acted as exclusive financial advisor to Microdesk, Inc. (“Microdesk”) of Nashua, New Hampshire, on its sale to Symetri, a part from the Addnode group from Stockholm, Sweden. The transaction closed on March 1, 2022 and was publicly announced on the sameRead More →
NASHVILLE, TN–(BUSINESS WIRE)–March 24, 2022– LBMC Investment Advisorsa registered investment advisory firm with $1.9 billion in assets under management, proudly announces that Managing Partner Greg Hermann was named one of Barron’s Top 1,200 Financial Advisors in 2022. This press release is multimedia. See the full version here: https://www.businesswire.com/news/home/20220324005251/en/ LBMC InvestmentRead More →
While we can carefully and strategically plan our future, the reality is that once we get there, things may or may not turn out the way we thought and hoped. This is especially true when it comes to retirement planning, which is why we were curious to hear about theRead More →
LOS ANGELES–(BUSINESS WIRE)–March 15, 2022– Wedbush Securities, one of the nation’s leading independent financial services providers, is pleased to announce that Jonathan Malinger has joined Wedbush Securities as Managing Director, Investments. The experienced fixed income financial adviser, with $135 million in assets under management, will be based in the firm’sRead More →
LOS ANGELES–(BUSINESS WIRE)–March 15, 2022– Wedbush Securities, one of the nation’s leading independent financial services providers, is pleased to announce that Jonathan Malinger has joined Wedbush Securities as Managing Director, Investments. The experienced fixed income financial adviser, with $135 million in assets under management, will be based in the firm’sRead More →
Money can’t buy happiness directly, but it seems paying a financial advisor can certainly help. A new survey found that people with more than $1.2 million in family assets report higher levels of happiness when working with a financial advisor compared to those who don’t. The discovery is part ofRead More →
Schwab consulting services says it’s hosting a new conference for emerging firms of registered investment advisers. The conference, which he calls Engage, is for businesses on the Schwab and TD Ameritrade advisor platforms with up to $300 million in client assets. The conference will be held for the first timeRead More →
TORONTO, March 7, 2022 /PRNewswire/ – Quarterhill Inc. (“Quarterhill”) (TSX: QTRH) (OTCQX: QTRHF), Announces that the Special Committee of the Company’s Board of Directors has Hired Stout as Financial Advisor for the WiLAN Strategic Review Process , which was previously announced on December 15, 2021. With 24 offices in theRead More →
For some, working with a financial advisor may mean having deep enough pockets to meet an expert in a mahogany-panelled office. But you don’t always have to be rich to get financial advice. There are many types of advisers, and most investors will be able to find one that suitsRead More →
Wealth Management speaks with Advisor Mike Ashworth and SVP LPL Kimberly Sanders “Fast forward 18 months later and I couldn’t be happier than I am right now.” This is how Mike Ashworth describes his experience of transitioning to independence in a recent episode of Wealth Management Quick Chat series. AshworthRead More →
CHARLOTTE, North Carolina, Feb. 12, 2022 (GLOBE NEWSWIRE) — LPL Financial LLC (Nasdaq: LPLA) today announced that financial advisor John “Mark” Ross has joined LPL, affiliating with Linsco by LPL, the employee advisor model of business. He said he served approximately $100 million in advisory, brokerage and pension plan assets*Read More →
Armstrong Watson has acquired the long-standing practice of Leeds Grants Chartered Accountants. The merger sees seven members of Grants staff join Armstrong Watson’s downtown office in Leeds. Jonathan Grant has also joined us as a consultant and will continue to provide tax and accounting services to existing clients, while reducingRead More →
CHARLOTTE, North Carolina – February 17, 2022 –LPL Financial LLC announced today that financial advisors Jason J. Howard, CFP®CIMA, AIF, Shane Kunz, CFP®CIMA and Chad Horne, CPWA have joined LPL Financial to launch an independent practice, Result Private Wealth. They are aligned with Stratos Wealth Partners. The team said itRead More →
Lee County, Florida, Financial Advisor Asset Management & Advisory Services has commenced operations in a new office located at 1222 SE 47th St Suite 304, Cape Coral, FL 33904. The office can be reached at telephone number (239) 356-1515. Asset Management & Advisory Services specializes in providing a range ofRead More →
The most successful independent financial advisory firms pay their employees more, and not just in cash. According to a to study published on February 1 by Charles Schwab. The other good news behind the spending: Companies that offer performance-based incentives to key employees have better long-term results, Schwab said inRead More →
Saudi Arabia’s Public Investment Fund – with over $500 billion in assets, one of the largest sovereign wealth funds in the world – has selected PwC as lead financial consultant for six renewable energy projects. The Kingdom’s Public Investment Fund (PIF) aims to enable economic development and diversification of theRead More →
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 →
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 →