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Client demand has led to some advisors wearing both portfolio manager and financial planner hats, which they say gives them an advantage, Sign up for the Globe Advisor weekly newsletter for professional financial advisors on our https://www.theglobeandmail.com/investing/globe-advisor/?utm_source=Globe%20Advisor&utm_medium=email&utm_campaign=newsletter&utm_content=2021-12-17_7&utm_term=advisor_weekly_cross_promote_advisor_markets&cu_id=6SJND3YLRIZaO5PUPgekOHYjPo35ExpC#globe-advisor-newsletters. Get exclusive investment industry news and insights, the week’s top headlines, and what you and [...]

Kuala Lumpur: The company has shared following information with Bursa Malaysia Stock Exchange on its website: Change in Boardroom FOUNDPAC GROUP BERHAD Date of change 01 Apr 2024 Name DATO' [...]

SAVANNAH, GA, April 25, 2024 (GLOBE NEWSWIRE) -- https://www.globenewswire.com/Tracker?data=qCt3i7WZfnbZOZWg8Wca40SXDLX3qvuR-f1CVM9zO37KxG9di5qX24pnCFmWoRwJvXBLlDvpN0NQzoa5FWeuEcftYLJdQr4VYPINMbkJz6g= ('Sound View'), an independent family-centered investment firm based in Savannah, Georgia, with offices in Statesboro, GA, and Bluffton, South Carolina, is [...]

LOS ANGELES: Ritholtz Wealth Management (RWM), a national RIA overseeing more than $4 billion in assets for high-net-worth clients and institutions, today announced the opening of a new office in [...]

As a Wealth Advisor and Co-Founder of IntentGen Financial Partners, Zac Larson encourages his clients and colleagues to find meaningful ways to give back to their communities. Larson's love of [...]

Firm with holistic approach to wealth management now serves clients from coast to coast with 11 offices LOS ANGELES -- Ritholtz Wealth Management (RWM), a national RIA overseeing more than [...]

SAN DIEGO: Dunham & Associates Investment Counsel, Inc. has issued the following news release: Dunham & Associates Investment Counsel, Inc. ('Dunham') is pleased to announce the launch of the Dunham [...]

Dunham Retirement Income Program Seamlessly Integrates Comprehensive Planning Tools, Back-Office Support, and Innovative Investment Strategies That Can Help Advisors Prepare Clients to Retire SAN DIEGO, April 16, 2024 /PRNewswire/ -- [...]

WASHINGTON--(BUSINESS WIRE)--Apr 5, 2024-- Certified Financial Planner Board of Standards, Inc. (CFP Board) announced that it has imposed an interim suspension of the CFP Board certification marks against Lee Giobbie, [...]

Kuala Lumpur: The company has shared following information with Bursa Malaysia Stock Exchange on its website: Change in Boardroom ONETECH SOLUTIONS HOLDINGS BERHAD Date of change 29 Mar 2024 Name [...]

Los Angeles-based financial planner James Selu departs Edelman Financial Engines to form reinvigorated practice in partnership with OneSeven. BEACHWOOD, Ohio, April 2, 2024 /PRNewswire/ -- https://c212.net/c/link/?t=0&l=en&o=4131342-1&h=61854617&u=https%3A%2F%2Fonesevenadvisor.com%2F&a=OneSeven, an RIA specializing in [...]

Your home is your sanctuary, but it’s also one of your biggest budget items. And after you retire, it may feel like more house than you need. But in this [...]

RAMSEY, N.J: Ramapo Wealth Advisors has issued the following news release: Ramapo Wealth Advisors at Steward Partners (Ramapo Wealth Advisors), an independent private financial services firm offering a variety of [...]

Byline: Imogen Tew From choosing your lawyers to working out your childcare arrangements, the list of important decisions you need to make while going through a divorce can seem never-ending. [...]

That tiny voice in your head? Mostly, that's you. But sometimes, maybe, it's your money, and you might be surprised to hear it's on your side. Learn how we can [...]

RAMSEY, N.J., March 20, 2024 /PRNewswire/ -- Ramapo Wealth Advisors at Steward Partners (Ramapo Wealth Advisors), an independent private financial services firm offering a variety of wealth and investment management [...]

Financial stress is so common that certified financial planner Katie Lindquist says almost every client she has tells her they are feeling it. “They don’t know what they should be [...]

Kuala Lumpur: The company has shared following information with Bursa Malaysia Stock Exchange on its website: Change in Boardroom VP-DJ SHARIAH CHINA A-SHARES 100 ETF - MYR Date of change [...]

Byline: Ali Hibbs Baird Private Wealth Management, a dually registered wealth management arm of Robert W. Baird & Co.,has added The Palm Financial Group to its Madison West office in [...]

ST. PAUL, Minn. An Edina financial adviser has pleaded guilty to wire fraud after misappropriating $1.6 million in client investment funds, announced United States Attorney Andrew M. Luger. According to [...]

NASHVILLE, TN -- The following information was released by the office of the Mayor of Nashville, TN: Metro Arts: Nashville Office of Arts + Culture is pleased to announce the [...]

NEWPORT BEACH, Calif: Beacon Pointe Advisors has issued the following news release: Beacon Pointe Advisors ('Beacon Pointe') announces its latest partnership with Keeney Financial Group ('KFG' or 'Keeney Financial'). This [...]

ST. PAUL, Minn. -- The following information was released by the United States Attorney's Office for the District of Minnesota: An Edina financial adviser has pleaded guilty to wire fraud [...]

COLLEGE STATION, TX -- The following information was released by the Texas AgriLife Extension Service: Emma Cramm '16 and Greg Lanier '16 voted among top financial planners in Dallas-Fort Worth [...]

Now that retirement spans more years than ever, you might need to rethink how you’re envisioning that stage of your life. Although Americans are retiring a little later than they [...]

North Carolina-based veteran financial advisor sought upgrades in technology and investment solutions for her firm and clients Carter joins Sanctuary from Osaic INDIANAPOLIS, March 5, 2024 /PRNewswire/ -- Sanctuary Wealth [...]

Kuala Lumpur: The company has shared following information with Bursa Malaysia Stock Exchange on its website: Change in Boardroom RIVERVIEW RUBBER ESTATES BERHAD Date of change 05 Feb 2024 Name [...]

At age 65, some couples may need as much as $413,000 to cover health care costs in retirement, according to a January report from the Employee Benefit Research Institute. That’s [...]

Financial planners talk about three phases in retirement: the go-go years, the slow-go years and the no-go years. Expenses tend to be highest at the beginning and end of retirement [...]

M2 PRESSWIRE-February 14, 2024-: Leonard Financial Solutions and Emeritus Wealth Group Join Forces to Provide Fiduciary Financial Advisory Services Nationwide (C)1994-2024 M2 COMMUNICATIONS RDATE:14022024 Moorestown, New Jersey -- Leonard Financial [...]

LOS ANGELES: LifeRoc Capital has issued the following news release: In an ever evolving financial planning landscape, advisors continue to play a crucial role in guiding their clients toward building [...]

LOS ANGELES, Feb. 12, 2024 /PRNewswire/ -- In an ever evolving financial planning landscape, advisors continue to play a crucial role in guiding their clients toward building sound financial plans. [...]

LOS ANGELES: Wedbush Securities has issued the following news release: Wedbush Securities, a prominent diversified independent financial services provider, welcomes Chris Ellis as Vice President, Investments to its growing Pasadena, [...]

Byline: John Kador A three-student team from Texas Tech University clinched first place at the Financial Planning Challenge hosted by the Financial Planning Association, Ameriprise, and the Certified Financial Planner [...]

MILWAUKEE, Feb. 8, 2024 /PRNewswire/ -- Northwestern Mutual announced today that 11 of its exceptional advisors have been recognized on the prestigious https://c212.net/c/link/?t=0&l=en&o=4088253-1&h=1069796983&u=https%3A%2F%2Fwww.forbes.com%2Flists%2Fbest-in-state-women-advisors%2F%3Fsh%3D5d521e771d11&a=Forbes%C2%A0 https://c212.net/c/link/?t=0&l=en&o=4088253-1&h=3086681937&u=https%3A%2F%2Fwww.forbes.com%2Flists%2Fbest-in-state-women-advisors%2F%3Fsh%3D5d521e771d11&a=Top+Women+Wealth+Advisors+Best-in-State list for 2024. This accomplishment highlights [...]