More than seven in 10 U.S. investors consider low-cost index funds the best way to build long-term wealth, according to a Gallup poll from September 2021. Are they? For two decades, the biggest players in the asset management industry have been preaching a simple message to traditional investors: Forget theRead More →

A licensed financial planning firm based in Liverpool has been acquired by a holding company of Cairngorm Capital Partners. Pavis Financial Management has been acquired by Sussex-based Verso Wealth Management. The acquisition advances Verso’s ambitions to build a national digital wealth management group. Founded in 1992, Pavis serves private clientsRead More →

WASHINGTON, January 27, 2022 /PRNewswire/ — The CFP Board Center for Financial Planning (“Centre”) today announced a new one-year record for scholarships awarded to students and recent graduates working toward CFP® certification. The Center introduced 80 new scholarships in 2021 (a 67% increase from 48 scholarships in 2020), offering moreRead More →

The Federal Reserve is the most powerful financial institution in the world. One way or another, his actions and policies touch your daily life. Here are some things you should know about this powerful but misunderstood institution. The Federal Reserve is the central bank of the United States of America.Read More →

Among the millions of new retail investors during the pandemic and concerns about Low financial literacy of Americans, FINRA plans to issue a regulatory notice on the cryptocurrency. Guidance to more than 3,400 firms and 617,000 registered representatives overseen by FINRA will cover “rules relating to the sale of cryptoRead More →

BOSTON, January 19, 2022 /PRNewswire/ — Concord Wealth Partners, an independent registered investment advisory firm (“RIA”), has formed a strategic partnership with Coppertree Financial Planning, LLC, a $230 million AUM RIA based in Greater Boston. New England-based Coppertree LLC has joined Concord Wealth Partners and will operate as a newRead More →

With several fundraising deals in recent weeks, the wave towards alternative investments shows no signs of collapsing in the new year. On Tuesday, CAIS, a digital platform providing financial advisors with access to alternative funds and products, announced a $225 million funding round led by Apollo and Motive Partners, withRead More →

(News USA) – The new year has just begun, but it’s never too early to review your financial plan in order to reach your financial goals for 2022. Now is a great time to take steps to reduce your tax liabilities in 2022, according to Dan Mathews, a CERTIFIED FINANCIALRead More →

Even highly educated people make serious mistakes when planning their finances. Getty Most people are really bad at personal financial planning. Among the errors: they save too little or they save too much; they buy the wrong amount of life insurance; they leave large sums of social security benefits onRead More →

“I will effectively be the chief adviser,” Van Cauwenberghe said in an email to Advisor Advantage. In this role, Van Cauwenberghe oversees the division’s three teams: the Advanced Financial Planning Group, comprised of the firm’s 40 tax and estate professionals; IG University, the firm’s advisor training group; and the NetworkRead More →

With the mass movement towards index funds giving asset managers a large number of shareholder votes in publicly traded companies, companies are facing increased pressure to use this power to drive change. A group of unions, corporate responsibility organizations, religious leaders and other investors accuse asset managers of making ‘publicRead More →

Derry Gadson of Elkhart is an Independent Investment Advisor and Financial Consultant Derry Gadson of Elkhart recently explained what a financial consultant is and how hiring one can change your life. A financial consultant can take a lot of the stress and worry out of financial planning” —Derry Gadson ELKHART,,Read More →