Financial advisor

A Penrith-based financial advisory firm has appointed a new independent financial adviser. Sarah Jackson was appointed to this position after completing her Level 4 Regulated Financial Planning Diploma. Sarah joined Dodd Wealthcare in 2017, after a short experience living in Australia. She returned home and wanted to advance her careerRead More →

Donna Connor, business coach and financial advisor, is one of the best-selling authors of Cracking the Rich Code, Vol. 8. The book has become a bestseller in dozens of categories in the United States and other countries. Cracking the Rich Code, Vol. 8, was launched on July 13, 2022 andRead More →

By Derrick Martinez IIf you know how important investing is for your future, but aren’t sure which way to go, you may want to get advice and guidance from a financial professional. But if you never worked with a before, what can you expect? Here are some things to lookRead More →

Environmental, social and governance investing is facing allegations of greenwashing, but it’s possible to build trust in ESG – before it’s too late, according to a new report. ESG investing and reporting is facing “existential questions” and a “decisive moment”, but this is due to a lack of “standardization, regulationRead More →

ATLANTA, Ga. (CBS46) – US inflation just hit its highest rate in four decades. The Bureau of Labor Statistics reported Wednesday that consumer prices jumped 9.1% last month. This is the highest rate the country has seen since 1981, and it is also higher than the 8.8% that economists predicted.Read More →

DALLAS, June 28, 2022 (GLOBE NEWSWIRE) — Avantax®leader in tax-focused financial planning, acquired the wealth management practice of veteran financial advisor Jeffrey Steinberg, CFP®ChFC®, CLU, JD, who becomes a financial planning consultant at Avantax Planning Partners℠, the RIA (registered investment adviser) of Avantax. Steinberg was most recently part of KPSRead More →

As financial advisors navigate their clients through market volatility and inflation, they’re looking more critically than ever at their current brokerage firms, according to a new survey. Registered representatives at nine of the 13 wealth managers ranked in JD Power’s annual Advisor Satisfaction Survey received lower scores than the previousRead More →

Editorial Note: We earn a commission on partner links on Forbes Advisor. Commissions do not affect the opinions or ratings of our editors. Becoming a financial advisor can be a rewarding career choice. they help people save for their future and make wise investment choices. To become one, you’ll needRead More →

Select’s editorial team works independently to review financial products and write articles that we think our readers will find useful. We earn commission from affiliate partners on many offers, but not all offers on Select are from affiliate partners. The terms “financial advisor” and “financial planner” are often used interchangeablyRead More →

Editorial Note: We earn a commission on partner links on Forbes Advisor. Commissions do not affect the opinions or ratings of our editors. Deciding who to hire to help you manage your money can be a big decision, especially if you’re looking for investment advice and long-term financial planning. ButRead More →

Editorial Note: We earn a commission on partner links on Forbes Advisor. Commissions do not affect the opinions or ratings of our editors. The space for financial advisors is saturated. If you’re a finance professional, developing a solid marketing plan is key to winning more clients. Use these six stepsRead More →

Editorial Note: We earn a commission on partner links on Forbes Advisor. Commissions do not affect the opinions or ratings of our editors. From certified financial planners (CFPs) to accountants, wealth managers and financial advisors, there are many different professionals who want to help you manage your money. With allRead More →

Steve Parrish has been helping clients manage and sell businesses for decades. He has also helped advisers, designing courses for those advising business owner clients. Parrish is an independent consultant, adjunct professor at Drake University and the American College of Financial Services, and co-director of American College Center for RetirementRead More →

The Riverhead Town financial advisory firm was named as a defendant in a federal fraud lawsuit filed by the Securities and Exchange Commission last week, alleging it knowingly misled investors in a $119 million municipal bond sale dollars for the city of Rochester in 2019. Capital Markets Advisors, a GreatRead More →

Use: Financial advisor support specialist (advice and business plans for financial advisors) Salary: Base salary $60,000, bonuses not included. Annual income is $90,000 Financial goal: Save $100,000 in a family trust Mum of four and career woman Jovon Willis wants to make generational wealth a way of life for hisRead More →

CHARLOTTE, North Carolina, May 19, 2022 (GLOBE NEWSWIRE) — LPL Financial LLC announced today that financial advisor Randall Pickett CIMA® and wealth management partner Leslie Stephenson joined Linsco through LPL Financial, the company employee advisor template. They are the second team located in the new Dallas Linsco office. Pickett saidRead More →

The content of the CommonCentsMom.com website, such as text, graphics, images and other material contained on this site (“Content”) is for informational purposes only. The Content is not intended to be a substitute for professional financial or legal advice. Always seek the advice of your financial advisor, CPA and attorneyRead More →

Eric Anklesaria, also known as Eric Jimmy Anklesaria, is a name that comes to mind when we talk about the best financial advisors. According to Eric Anklesaria, without a vision and a solid financial model, companies will not embark on a long journey. To develop a well-managed and organized financialRead More →

Denver, June 15, 2022 (GLOBE NEWSWIRE) — Denver, Colorado — Lynn Dunston, an accomplished financial advisor from Colorado, is one of many associates at Moneta Group, a fee-based wealth management trust company. Lynn leads the Denver-based Moneta – Dunston finance team, which provides services such as trust investment planning andRead More →

Are you a business owner looking for accounting services? Is the process of calculating your taxes becoming tedious? Worse still are the costs associated with hiring an expert! Aside from the price, most individuals will need to carve out time in their schedule to sit down and ask any questionsRead More →

Just meet finance is an online platform that consumers can use to access financial advisors before making major changes to their budget or spending. The website allows users to communicate directly via online chat within minutes of opening the website. What is the correct answer? Everyone has questions, but someRead More →

When you have more wealth, you generally have access to a wider range of investment options, but you also likely have more complex financial needs. The vast and complex needs that come with higher wealth is why the financial industry has a separate division that works with high net worthRead More →

NEW YORK, June 7, 2022 /PRNewswire/ — Zinnovone of the world’s leading management and strategy consulting firms, acted as exclusive financial advisor to customera leading consulting-focused, industry-focused global technology solutions company, in connection with its acquisition of Cellinet. Based at Lisbon, PortugalCelfinet is a global wireless engineering services company focusedRead More →

When you have more wealth, you usually have access to a wider range of investment options, but you also likely… When you have more wealth, you generally have access to a wider range of investment options, but you also likely have more complex financial needs. The vast and complex needsRead More →

The relationship between a client and a financial advisor should be based on trust. Clients need to feel that their advisor intimately understands their perspective, goals, challenges and overall financial situation. And starting with shared cultural experiences can help build that trust. Black, Indigenous, and People of Color, or BIPOC,Read More →

When considering hiring a financial adviser or planner, age matters, meaning your age and your needs at this point in your life. Throughout your life, your goals, income, and circumstances will pull you in a thousand different directions. The financial advisor you have at 29 may not be the rightRead More →

A trailblazing lesbian financial advisor has found her firm’s eventual successor as part of her plan to launch a new network for LGBTQ wealth management professionals. Laura LaTourette of Dahlonega, Georgia, Family Wealth Management Group, has selected Advisor Ramona Maior to take over the practice, which uses LPL Financial asRead 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 →

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 →

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 →

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 →

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 →

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 →

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 →

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 →