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WILLIAM AHMANSON President Ahmanson Foundation 8 Years on the LA500 Ahmanson is the great-nephew of Howard F. Ahmanson, who co-founded The Ahmanson Foundation with his wife, Dorothy Grannis Ahmanson, in [...]

Ranked by assets managed locally for fiscal year [...]

Before co-founding Rise Private Wealth Management, Bob Bonfiglio started his career as an engineer. After spending a few years at Texas Instruments and Raytheon, he went on to receive his [...]

Purpose: The objective of the present study is to develop a conceptual framework FWB among undergraduates in Malaysia. Specifically, factors determining FWB were identified. Design/methodology/approach: A conceptual framework developed based on a literature review of existing studies about your financial wellbeing topic. Findings: The results suggest that financial attitude, financial management, financial literacy and household income as a potential variable. Practical implications: Through better financial attitudes and management, financial well-being can be achieved regardless of any income level. Thus, universities authorities are encouraged to educate students with various training and courses to enhance the financial wellbeing of students. Originality/value: The results of this study will support evidence-based policymaking to enhance the financial satisfaction and overall quality of life of vulnerable groups. Policymakers may use the FWB along with the objective index to close the gap between the possible inconsistencies of the objective and the subjective well-being index. Based on the findings, the policymakers will be able to identify the vulnerable groups in the population that have low FWB, according to their socio-demographic profile, and can therefore introduce policies that can effectively improve the FWB of the financially vulnerable households. Keywords: Financial well-being, financial attitudes, financial literacy, and financial management, undergraduates, Introduction Financial well-being (FWB) is a concept representing the overall satisfaction individuals derive from their financial circumstances. It encompasses a sense of financial security, freedom of choice, and the ability [...]

Lebanon's banking crisis, caused by political corruption and financial mismanagement, has severely impacted the country's economy and requires urgent systemic reforms to restore stability and public trust. The crisis began in March 2020, leading to economic turmoil and a loss of confidence in the banking system. The central bank's prioritization of appeasing depositors over restoring financial integrity, along with political influence in decision-making, further deepened the crisis. The banking sector is now under-capitalized and at risk of insolvency, and comprehensive reforms are needed to address the root causes and restore stability. [Extracted from the article]

The article emphasizes that budgeting as essential for effective farm management, providing a structured approach to planning, resource allocation, and financial monitoring. Topics discussed include different types of budgets (whole-farm, enterprise, partial, cash flow), the importance of financial planning, and strategies for managing fixed versus variable costs.

The article presents updates on the activities of the British Association for Counselling & Psychotherapy (BACP) as of July 2024. Topics include their report "Understanding the cost-of-living crisis: valuing our mental health," which asked the United Kingdom (UK) government to tackle the impact of cost-of-living crisis, their research urging governments to overhaul mental health support for rural areas, and their survey on the attitude of people toward a counsellor or psychotherapist.

This article offers guidance for lawyers advising state and local governments on the financial and regulatory aspects of establishing levies to fund government expenses. It suggests asking three key questions when determining a funding source: when it is needed, how much is needed, and how it will be spent. The article emphasizes the importance of understanding different funding options and considering the political implications. It also provides practice tips for public body counsel and distinguishes between taxes and fees, highlighting that fees should burden and benefit the same parties while taxes can have broader benefits. The article discusses the limitations on levies, including the need for authorization, uniformity, dedication, and consistency with relevant laws. It concludes with practical advice for government entities on funding needs and considerations for implementing new fees or taxes. [Extracted from the article]

The article focuses on the author's reluctance to chart notes after a long day with clients, but acknowledges that it's an essential part of their job and highlights the benefits of charting, including remembering new information and reflecting on what went well or could be improved. It also explores two other important topics, including having awkward conversations with clients and finding ways to make changes to improve work habits.

The article discusses the evolution from computer-assisted coding to autonomous coding in healthcare, emphasizing the significance of data integrity in ensuring high-quality, accurate, and complete health information. It highlights how autonomous coding, powered by artificial intelligence, has the potential to enhance data accuracy and efficiency compared to computer-assisted methods, though it still faces challenges and requires oversight.

This article, published by CyberMedia in July 2024, explores the concept of AI insurance and its significance in managing the risks associated with artificial intelligence. It highlights potential risks such as hallucinations, bias errors, accuracy errors, and regulatory penalties. The article acknowledges that traditional liability frameworks struggle to address the unique attributes of AI systems, necessitating the need for insurance. It identifies industries such as the legal sector, BFSI, and healthcare as particularly vulnerable to AI-related issues. The article concludes by emphasizing the importance of collaboration between the insurance and technology industries to fully harness the potential of AI. [Extracted from the article]

THE RIGHT WEALTH MANAGEMENT PROFESSIONAL DOES MORE THAN ADVISE YOU REGARDING HOW TO INVEST your money. He or she--and the financial institutions they represent--can genuinely prepare your entire family for [...]

The article discusses the impact of major financial grants on the lives of dance artists, and how these awards transform their personal and professional circumstances. Topics include how large grants like the Doris Duke & MacArthur Fellowships have changed artists' financial management; the ways smaller grants influence artistic freedom and project funding; and the challenges artists face in balancing their newfound financial stability with ongoing pressures in the dance field.

The construction industry in Australia has seen a significant increase in company collapses, leaving landholders and homeowners facing financial losses and delays in their building projects. The rise in insolvencies can be attributed to supply chain issues and the increased cost of materials due to the pandemic. To avoid getting caught out by a builder going bust, homeowners are advised to thoroughly vet their builder, ensuring they have domestic building insurance and seeking legal advice before signing a contract. Insurance can provide some financial protection in the event of a builder's insolvency, but the process of obtaining compensation and completing the work can be complex and time-consuming. Despite the challenges, the industry is showing signs of improvement, with materials prices stabilizing and build times returning to pre-pandemic levels. However, there is still a loss of trust in the industry, and homeowners are encouraged to do their due diligence before proceeding with a build or renovation project. [Extracted from the article]

Singapore, Singapore, September 18th, 2024, Chainwire MatrixPort, a leading digital asset financial services platform and exSat, a breakthrough Bitcoin scalability solution, have entered into a comprehensive strategic partnership. By leveraging [...]

The ascent of Bitcoin and digital assets has sparked a classic battle, with governments acting as vigilant hawks, trying to control a technology that is as nimble and elusive as [...]

Santech Holdings announced updates to its board of directors and senior management team. To the Company's best knowledge, Mr. Han Hongwei, the Chairman of the Board, and Madame Wang Dian, [...]

Eclipse Private Wealth Management has the launch of its new independent advisory firm. Eclipse said it provides customized financial planning, comprehensive wealth management and investment solutions, and highly personal service [...]

Byline: Adgully Bureau Aashish Mudbidri, a veteran BFSI Marketing professional joins Spark Capital Advisors as Group Head - Branding & Corporate Communications. In his pivotal role, Mr. Mudbidri will spearhead [...]

Star Mountain Capital, a specialized investment manager with over $4.0 billion in assets under management (committed capital including debt facilities as of 8/31/2024) focused on generating defensive, premium yield and [...]

Jefferies Financial Group Inc. reported it will host its annual Investor Meeting on Tuesday, October 15, at 9 a.m. in Manhattan. According to a release, the meeting will include management [...]

Key Highlights: * Invitation extended to Taiwanese residents to participate in the services. * Other organizations like Chinese Taipei Foundation, Hong Kong Foundation, and Hong-Kong Foundation also providing services to [...]

AmericaFirst Funds, a subsidiary of DSS, Inc, reported that as of August 9, David Friedensohn, Monica Himes and Allan Siegel have resigned from their positions as independent directors. The Trust [...]

Sept. 11 -- Fubon Financial Holdings Co., Ltd. issued the following news release: - Comprehensive and high-quality services are highly recognized and win the double championship of 'Customer Satisfaction and [...]

Key Highlights: * The new global financial services platform will be used by financial institutions worldwide. * The main objective is to increase the number of clients in the global [...]

Key Highlights: * Tai Xin Bank awarded three prizes by Wealth Management Review this week. * New financial services provider focuses on digital experience and financial planning to increase customer [...]

Meeting to be held In London, England on September 16-20 hosted by Piper [...]

Cashmere has raised $3.6 million in seed funding to automate client acquisition for wealth managers. The Los Angeles-based startup addresses the lack of tech solutions in the wealth management industry. [...]

LPL Financial announced that private client advisor John Duane and portfolio manager Gregory Giantsos have joined LPL Financial's high-net-worth-focused employee affiliation model, LPL Private Wealth Management, to launch BrookBridge Private [...]

Meeting to be held in Boston on September 18 hosted by Compass [...]

VRGL, a Client Acquisition and Investment Proposal Management solution, reported the completion of a strategic fundraising round. The company said the round was led by existing investors FINTOP Capital and [...]

Nasdaq announced a new leadership structure including leadership appointment for its Financial Crime Management Technology business, designed to support the business' strong momentum and continuing its growth trajectory. Effective today, [...]

Kristin Lemkau, formerly JPMorgan's CMO, took over its US wealth management unit in late 2019. Client assets have doubled to $1 trillion, but the business still lags behind peers like [...]

Meeting to be held in New York on September 5 hosted by JMP [...]

In a letter to GROW directors, Kanen Wealth Management said, in part, 'Kanen Wealth Management is one of the largest shareholders of U.S. Global Investors, owning over 450K shares, representing [...]

Key Highlights: * Taishin Bank won the 'Best Wealth Management Award' for the ninth consecutive year * Taishin Bank won the 'Best Diversification Award' for the fifth time * Taishin [...]

By KRISTINA MASTROCOLA Illustrations By CECILIA CASTELLI With everything from rent to grocery prices soaring, it’s no surprise that more than 77% of Americans are worried about finances. And the [...]

CREATED BY INC. STUDIO http://WINTHROPWEALTH.COM Winthrop Wealth believes their success is rooted in dedication to helping clients pursue financial well-being and prosperity. What sets the company apart in the marketplace [...]

RETIREMENT MANAGING YOUR FINANCES AFTER THE LOSS OF A SPOUSE Widows and widowers may see their tax bill rise, even if their income declines. BY SANDRA BLOCK IN the hierarchy [...]

Commentary Money Are You Financially Savvy? MONEY SMART WOMEN BY JANET BODNAR NNAMARIA Lusardi is senior fellow at the Stanford Institute for Economic Policy Research and coauthor, with Tim Kaiser, [...]

The Oasis Group, a consultancy for the wealth management industry, reported it recently launched a new research series called Vantage Point Peaks, which provides in-depth reports and competitive analysis on [...]

Meeting to be held on September 4 hosted by [...]

Researchers at MIT say it's possible to train AI to be a reliable financial advisor. But it would need to be able to understand emotions to build trust with users. [...]

Byline: Adgully Bureau The micro, small, and medium enterprise sector in India has often been referred to as the engine of economic growth. Specifically, concerns related to financial management and [...]

Lyft (LYFT) and Payfare (PYFRF) are launching new features for the Lyft Direct debit card and banking app. Lyft Direct is a mobile banking solution designed for drivers on the [...]

Switzerland is renowned for its robust financial system and high standard of living, making it an attractive destination for expats. However, navigating the Swiss financial landscape can be challenging without [...]

LPL Financial announced that financial advisor Kelly Compton has joined LPL Financial's broker-dealer, RIA and custodial platforms, aligning with existing firm Client Centric Wealth Management, part of Upstream Investment Partners. [...]

Financial stress isn’t a new concept. From high levels of debt to living paycheck-to-paycheck and not having retirement plans on hand, financial problems have become one of the most notorious, [...]