Search

Byline: LIBN Staff Barry Shapiro President Bshapiro Financial Barry Shapiro is president of Bshapiro Financial, an independent financial planning and wealth management firm based in Jericho. Shapirobegan his professional career [...]

Byline: Rochester Business Journal Staff New Hire Grace Stolberg, Financial Advisor, O'Keefe Stevens Advisory, Inc. O'Keefe Stevens Advisory, Inc. welcomes Grace Stolberg as a Financial Advisor. In this role, Grace's [...]

Financial planners are available to help clients manage their money. But there can be some hesitancy in approaching one as questions such as who needs one, how to choose one [...]

This article from Money (Australia Edition) discusses the benefits and misconceptions surrounding financial advice. The podcast features financial adviser Jeremy Lack from Telstra Super, who speaks with Money's editor-in-chief, Michelle Baltazar, about the hidden benefits of financial advice, the best times in life to seek professional guidance, tips for maintaining a financial plan, and the costs associated with seeking professional financial advice. The article aims to debunk myths and provide valuable information for individuals seeking comprehensive financial advice. [Extracted from the article]

This document provides a list of the biggest financial planning firms in Metro Vancouver, ranked by the number of accredited local financial planners. The top three firms are Royal Bank of Canada, Scotiabank, and Assante Wealth Management - Vancouver Centre. Each firm offers a combination of financial services such as financial planning, investment advice, credit, estate planning, and retirement planning. The list includes contact information for each firm and specifies whether they operate on a fee-based or commission basis. [Extracted from the article]

Byline: admin Fulcrum Wealth Management Group welcomes Burke Lodge to the team as a financial advisor & investment specialist. In his role Lodge will be delivering personalized financial advice, investment [...]

Wealth managers in Los Angeles have seen some drastic changes in the industry during the past decade. From the constant stream of information to upgrades in technology, wealth advisors find [...]

* CPA financial planners should ask clients questions about postretirement housing plans well before retirement [...]

* CPA financial planners should be aware of different housing options and discuss them with [...]

The article discusses the potential challenges and uncertainties that investors may face in the coming years, such as inflation, credit contraction, and overvalued equities. It cautions against relying on linear extrapolation and emphasizes the need for a financial plan that does not depend on accurately predicting the future. The article also suggests a change in investment strategy, focusing on assets with fundamental value and real profit, such as owning a business or investing in tangible assets like real estate. It emphasizes the importance of building relationships and accessing off-market deals, and encourages investors to be contrarian and adapt to the changing market cycle. [Extracted from the article]

The article focuses on several issues for fund managers to consider as they analyze how to use blocker corporations in their fund structures. It mentions fund managers should consider how any new fund should be structured for U.S. federal income tax purposes because certain types of investors may be sensitive to holding an investment in flow through form. It mentions blockers in seeking to mitigate potentially adverse tax consequences of earning commercial activity income (CAI).

Byline: mesjwebedit1 Photo courtesy DepositPhotos. Some people rent in retirement because they don't have much choice; they can't afford to own homes. But financial planners say renting can make more [...]

Byline: IBR Staff UBS Financial Services Inc. has announced that three partners of The Dalton Bahney Treinen Wealth Management Group have recently been recognized by Forbes as 2022 Best-in-State Wealth [...]

The article discusses how CPAs (Certified Public Accountant) can enhance their tax practice by offering personal financial planning (PFP) services. It discusses the historical perspective of CPAs as trusted advisers and the increasing demand from tax clients for comprehensive financial services. It further emphasizes the correlation between tax and financial planning and highlights the importance of integrating PFP services into a tax practice to provide solutions for clients financial needs.

Byline: IBR Staff Antonio Smith has been promoted from paraplanner to associate financial advisor with Fulcrum Wealth Management Group. Smith has both CFP and CIMA certifications and 13 years of [...]

Byline: IBR Staff Antonio Smith, a paraplanner at Fulcrum Wealth Management Group, recently received his Certified Investment Management Analyst (CIMA) designation. He adds this to a Certified Financial Planner (CFP) [...]

Company Rank Address 1 Primerica Financial Services 3900 Lakeland Dr. Suite 500, Flowood, MS 39232 2 Merrill Lynch Wealth Management 1022 Highland Colony Pkwy, Suite 100, Ridgeland, MS 39157 Trust [...]

Paul Roldan spends his days advising his clients about making smart financial decisions for their families. One of the most-discussed topics is college savings. His guidance is typically influenced by [...]

Byline: Nicole Sheldon Beltz Ianni & Associates announces the hiring of Vince Piscitelli as a wealth management advisor. He most recently served as a financial planner at Ameriprise LLC. He [...]

Byline: Kelly Busche When Liane Laurion lost her husband, Dave Laurion, in 2017, among all the challenges aspects she had to navigate, one was their finances. Thankfully, Dave Laurion was [...]

Presents an introduction to the magazine's retirement saving guide. How baby boomers are defying the stereotype and saving considerable amounts; Possibility for employment opportunities ahead for older Americans as the job force is expected to shrink; Yardsticks for retirement income needs; Retirement checklist; The three keys to financial planning. INSET: A RETIREMENT CHECKLIST.

The mutual funds scandal, in short, is probably going to be good news for Fidelity Investments, Vanguard Group, T. Rowe Price and other low-cost, well-run operations that have clean records. While there may well be more operators that get black marks before the investigations run their course, the worst of the misdeeds apparently have come to light. Should you give up on funds as a form of retirement saving? Absolutely not. Just follow a few principles in picking a money manager: Watch your costs. Avoid fads. Pay little mind to short-term performance numbers. Some real good could come out of the fund scandal. The embarrassing revelations have given new impetus to reform legislation--mandating greater clarity in fee disclosures and more independence among fund board members.

Byline: Nicole Sheldon Tamar Mogilski, financial planner at Legacy Financial Planning, has been named to Forbes' list of America's Top Women Advisors. The information in the People and Awards section [...]

ARE YOUR FINANCES READY FOR 2021? Get peace of mind with a FREE Financial Healthcheck from one of the top-rated financial planners in the UK To help ensure your financial [...]

The article argues on the investment gap between men and women, highlighting the lower likelihood of women investing their money and seeking financial advice. The article features insights from Stacey Crawford and Melissa Walsh, female financial advisors, who provide tips for women on starting their financial planning journey and breaking down barriers around money conversations. They emphasize the importance of early engagement, tailored strategies for women's unique financial situations.

Courtney Wood is a Wealth Management Advisor and partner at Parker Wood Wealth Management, Merrill Lynch. Parker Wood Wealth Management serves individuals, families, and businesses around the country. The team [...]

Although they are held to the same professional standards, CFP professionals have achieved a more advanced level of education compared to QAFP professionals, so they're able to tackle more complex financial planning scenarios. Jay Mallari, a QAFP™ professional and president of Cambria Financial Solutions in Burnaby, B.C., recalls working with a couple who had been in Canada for more than a decade and had rented all that time. FRED ZHOU'S CAREER as a financial planner has roots in his childhood. [Extracted from the article]

Byline: Nicole Sheldon American Portfolios Advisors Inc. announces the addition of Daniel Aspenleiter as an investment advisor representative with broker/dealer American Portfolios Financial Services. He brings over 25 years of [...]

Byline: Nicole Sheldon Prentice Wealth Management LLC announces the addition of Timothy Olsen as a wealth planner. He brings over 20 years of industry experience to the role. He previously [...]

Byline: David Winzelberg Jon Ten Haagen, a long-time leader in the Huntington business community, died Wednesday after suffering a stroke. He was 76. A certified financial planner, Ten Haagen was [...]

Get a FREE financial healthcheck from one of the UK's top-rated financial planners. We are living through extraordinary times. Keen to help, Radio Times Money has teamed up with VouchedFor.co.uk, [...]

Byline: Nicole Casperson Financial planners are bracing for the economic pain clients will experience due to the nationwide protesting and looting sparked by the fatal arrest of George Floyd in [...]

From one of the top-rated financial planners in the UK Your 30-minute Free Financial Healthcheck will: K Sense-check your goals eg retiring comfortably or leaving a legacy K Reveal if [...]