Russia’s invasion of Ukraine significantly increases cyber risk to the U.S. financial sector, which should fully comply with New York State Department of Financial Services cybersecurity regulations, the department said. in a warning issued last week. Industry guidelines indicate that Russia’s ongoing cyberattacks on Ukraine could spill over and damageRead More →

During today’s troubling financial times, many investors are wondering what to do to protect their families. The best solution is to have a written financial plan that creates a blueprint or map to guide your financial future. There must be coordination between investments, taxes, social security, inheritance planning, and allRead More →

James Mullane, Director of PPS Financial has 15 years experience in financial services. He has experience advising public and private sector clients. Here he talks about trying to reduce the impact of inflation on your quality of life: While the pandemic has undoubtedly caused very difficult health and social issues,Read More →

WASHINGTON, February 16, 2022 /PRNewswire/ — The CFP Board Center for Financial Planning (“Centre”) today released a new report titled “Metrics that Matter: Best Practices From Diversity, Equity and Inclusion Practitioners and Academics.” The report is comprised of five articles that discuss the importance of metrics for diversity, equity andRead More →

THE month of February of love is the best time to show affection to your partner and loved ones. Back then, most of us would probably have planned dinners at a fancy restaurant or sent flowers to your loved one’s place of residence or work. But whatRead More →

As companies battle to retain workers amid the ‘big quit’, many are offering enhanced employee benefits. Benefits for financial well-being, in particular, are on the riseAbove all those that provide access to personalized or adapted advice. Based in New York Extra wealthwhich was released today, speaks to the 87% ofRead More →

A former registered securities general representative has agreed to pay $10,000 to settle charges from the Financial Industry Regulatory Authority that he violated Municipal Securities Regulatory Commission rules when he exercised his discretion over a client’s account without first obtaining their written consent. Michael G. Mancinelli, who is no longerRead More →

Abrn has appointed Sarah Deaves to lead financial planning for its personal wealth management business. In addition to leading the financial planning unit, Deaves will work alongside Paul Titterton to assess how digital can improve the company’s financial planning proposition. Titterton recently assumed responsibility as Head of Digital Solutions withinRead More →

With our annual rankings, Financial planning recognizes the best young brokers in the industry among distribution houses and regional companies. The top 40 regional brokers under 40 generate $87.3 million in collective annual revenue at an average of $2.2 million per rep over the last 12 months of production whileRead More →

Frisco TX-Hinckley Cook? (972-335-1553?) announces that it has updated its financial services for people looking to improve their personal financial management. The full-service agency prides itself on its fast and transparent packages. Frisco, USA – February 1, 2022 — Helping clients navigate complex tax preparation and cash flow management, HinckleyRead More →

New York, NY, February 1, 2022 – Three advisors from JP Morgan Wealth Management were rewarded Financial planning2022 Annual List of the Top 40 Financial Advisors Under 40. Financial planning recognized the following advisors for their outstanding performance: Michael Briese, Private Client Advisor – New York, NY David Li, HeritageRead More →

Best Accounting Practice Management Software_GoodFirms GoodFirms GoodFirms unveils a reliable list of accounting, budgeting and financial planning software evaluated by several search parameters. Recognized accounting software eliminates manual tasks, improves efficiency, increases scalability and more. — Search GoodFirms WASHINGTON DC, WASHINGTON, USA, Feb. 1, 2022 / — Accounting is theRead More →