Waller Financial Planning Group Inc. increased its stake in The Walt Disney Company (NYSE: DIS – Get Rating) by 17.9% in Q1, according to its latest filing with the SEC. The fund held 1,623 shares of the entertainment giant after buying an additional 246 shares during the quarter. Waller FinancialRead More →
Editorial Note: We earn a commission on partner links on Forbes Advisor. Commissions do not affect the opinions or ratings of our editors. If you’re looking for a finance professional to help you achieve your financial goals, you may feel overwhelmed by all the terms. One of the most commonlyRead More →
Special advertisement The Wealth Care Corner: Financial Planning for Special Needs Caring for a loved one with special needs is a reality for many people. Whether you are caring for a child, a parent, a sibling, or someone outside of your immediate family, understanding the unique financial issues that comeRead More →
Investing money is putting money aside for future needs. It can be a house, a car, raising children, early retirement and many more. Today, many people have realized that earning money at work is not enough to create wealth or become rich. Therefore, the investment is becoming very popular (aRead More →
When launched last year, the LGBTQ+ ESG100 ETF caught the attention of issuer renowned board members and the fund’s use of an index linked to an LGBTQ household survey. Less than a year later, however, LGBTQ issuer Loyalty Holdings has liquid the bottom. The demise of its ETF and theRead More →
Henry Yoshida is not a fan of referring to alternative investments as alternatives. He understands that this is how they are classified by industry and consumers. But for the co-founder and CEO of Rocket Dollar, investments in things like real estate, private equity, and even digital assets are far fromRead More →
At a time of political stalemate, one cause is gaining rare bipartisan momentum in Washington: helping Americans save for retirement. Several pension bills are currently being considered by Congress, which should eventually combine them into a single package: SECURE 2.0. “Bipartisanship is strong in achieving this goal,” said Paul Richman,Read More →
When Julia Carreon, Citibank Global Wealth Management’s Head of Technology and Infrastructure, joined the firm last year, she encountered issues often encountered by clients. It took him six months to carry over his accounts from his previous job using paper checks that kept getting lost in the mail. “Eleven yearsRead More →
Becky Waxman has been hired as a financial planning and analysis manager at Opus One Winery, a joint venture between Baron Philippe de Rothschild SA and Oakville-based Constellation Brands. “In this role, Becky will provide senior management with financial planning, including latest forecast estimates, annual budget, long-range plan and periodicRead More →
While the fundamentals of a financial plan remain similar for all clients, there are important nuances to consider when working with members of the LGBTQ community. As a wealth management advisor who identifies as bisexual and polyamorous, I specialize in working with members of the LGBTQ community and know firsthandRead More →
The SEC’s first enforcement action involving wealth managers’ duty of care to clients under Best Interest regulations could trigger a lengthy legal proceeding and sound alarm bells across the industry. Western International Securities, a subsidiary of Atria Wealth Solutions, is accused of selling $13.3 million worth of L Bonds productsRead More →
My daughter recently graduated from a university in Texas with a master’s degree. My wife and I attended the ceremony and took a road trip, visiting the Grand Canyon and other national parks along the way. Her graduation was an important step for her and for us. The trip madeRead More →
Police have arrested two suspects, a male and a female, aged 56 and 57 to assist in the investigation of bank document fraud involving losses of over RM600,000. — Photo by Ahmad Zamzahuri Friday, June 17, 2022 8:41 PM MYT KUALA LUMPUR, June 17 – Police have arrested two suspects,Read More →
Search mutual fund quotes, news, net asset values Yes Bank INE528G01035, YESBANK, 532648 Infosys INE009A01021, INFY, 500209 Addiction INE002A01018, TRUST, 500325 ICICI Bank INE090A01021, ICICIBANK, 532174 Tata Steel INE081A01012, TATASTEEL, 500470 Read More →
A congressional appropriations committee wants to give the Internal Revenue Service an additional $1 billion in funding to improve taxpayer service and technology and make the overall tax system fairer. The House Appropriations Committee released its fiscal year 2023 Financial Services and General Administration Funding Bill on Tuesday, which isRead More →
WASHINGTON, June 16, 2022 /PRNewswire/ — The CFP Board Center for Financial Planning (“Centre”) announced today that it achieved a major milestone this month, awarding more than $1 million in scholarships since the launch of its first scholarship program in 2016. Supported by generous donations from sponsors and donors, theRead More →
Q: I was planning on retiring this year, but the scholarship is making me nervous. Do you think it would be better for me to keep working until things calm down? A: Retirement is a tricky business. Most people are eager to ditch the pressures of work for a moreRead More →
I I learned the importance of having a plan at an early age from my dad, a homeless camp and packed lunches. My father was a pastor and he considered helping the homeless a calling. So on Saturday afternoon, my family would cook 125 bagged lunches, with the contents ofRead More →
“Matt is an accomplished psychologist and financial planner with exceptional experience designing and developing CFP® certification training programs,” said CFP Board CEO Kevin R. Keller, CAE. “With a focus on the interplay of personal finance and psychology, Matt has already helped train over 10,000 counselors. In his new role atRead More →
Whether you are regularly read financial news as part of your daily summary or it is one of your goals to invest more in your personal finances, understand common financial conditions (and why they are important) can help you manage your money well (Lily: more peace of mind when toRead More →
For many of us, retirement will be totally different this year and beyond than it was decades ago. Due to the severe economic impact of the coronavirus pandemic, more and more people tend to retire early even with less savings than they would need to meet their post-retirement needs. WhetherRead More →
The wealth management arm of Truist Financial has moved into the Chicago market. With the addition of a 10-person team in Chicago, Truist Wealth now operates in nine of the 10 largest U.S. markets, the bank with assets of $544 billion announced Monday. The Chicago wealth management team will provideRead More →
“Jaws: Revenge” “Caddyshack II” “The Next Karate Kid” “I still know what you did last summer” What do these films have in common? They are among the worst sequels in the history of cinema. In direct contrast to Hollywood’s poor track record of producing high-quality supporting acts, consider the worldRead More →
The county’s rented bean counter found that the municipality’s reserves are the lowest compared to 10 other similar municipalities. At just $322.44 per household, it ranks well below the best Dufferin, at $1,248.74 and even a bit below number 10, Middlesex, at $425.84. KPMG’s Oscar Poloni told advisers and staffRead More →
Paul Stones, Managing Director, Pareto Financial Planning Pareto Financial Planning, the award-winning Manchester-based financial services firm, today announced strong growth across the business for 2021/2022. The financial planning company announces that it has increased its turnover by 22% and exceeded one billion pounds of assets under its management. people firstRead More →
Peer-reviewed double-blind academic journal, Financial Planning Review presents research in the area of financial planning as well as disciplines that are directly or indirectly related to the body of financial planning knowledge or the practice of financial planning. The journal seeks to maximize academic impact through the publication of rigorousRead More →
Nottingham-based financial planning firm Wren Sterling has acquired an IFA which manages around £675million on behalf of its clients. Wren opted for Mutual Financial Management LLP, of Wilmslow, for an undisclosed amount – his first deal since Lightyear Capital completed a secondary management buyout of the firm in late 2021Read More →
Regions Financial aims to provide personalized financial planning online to young clients who are just starting to invest. As part of a new advisory service that blends automation with personal interaction, Regions clients only need $5,000 to open an account. They will choose from five portfolio strategies based on theirRead More →
BitherAdam_9189-resized Adam Bither (Courtesy of Osborne Media) Adam Bither (Courtesy of Osborne Media) Katahdin Trust Company is pleased to announce the promotion of Adam Bither, CFP to Vice President, Financial Consultant at Katahdin Financial Services (a service of Cetera Investment Services LLC, a registered broker-dealer not affiliated with Katahdin TrustRead More →
Three former Chase branch financial advisors won a full dismissal of the company’s FINRA arbitration claim seeking more than $3 million several years after they left the company. JP Morgan Securities’ allegations that Barry A. Krumwiede, Bryan L. Schneider and Christopher J. Bowman violated their employment contracts by soliciting theRead More →
ASHBURN, Virginia., June 7, 2022 /PRNewswire/ — Abich Financial Services, Inc., announced the launch of its new website and updated corporate brand. This milestone is an exciting one for the award winner, Best in Loudoun County financial planning firm in its mission to help better prepare its clients for aRead More →
WASHINGTON, June 7, 2022 /PRNewswire/ — The CFP Board Center for Financial Planning (“Centre”) today announced that Schwab Advisor Services and the Charles Schwab Foundation are expanding their support for the Center’s work with a new four-year grant to help build a more diverse environment and a sustainable financial planningRead More →
Today, financial stress is a major cause of concern among people due to rising expenses, lifestyle inflation, EMIs, loans, etc. With proper financial planning, they can plan their income, expenses, assets, liabilities, and investments more proactively so that they not only achieve mental peace, but at the same time achieveRead More →
With stocks, bonds, and crypto struggling these days, wealth managers looking for the next investment opportunity with attractive returns can turn to an unlikely alternative: student loans. Yrefy, founded in 2017, is building its fourth investment portfolio of refinanced distressed private student loans that are converted into income streams forRead More →
When naïve investors make rash or foolish decisions, it’s time to fight fire with fire. It’s the new approach the SEC is taking to educate people who buy and sell risky stocks frequently or on a whim, often on apps like Robinhood Markets. The digital retail brokerage, the subject ofRead More →
Welcome to Thomas Insights – every day we post the latest news and analysis to keep our readers up to date with what’s happening in the industry. Sign up here to get the day’s top stories straight to your inbox. When it comes to starting and running a successful business,Read More →
The difficult experiences made Kristoffer Doura turn his way to a different career. A highly regarded motivational speaker and financial consultant, Kristoffer Doura has built a successful career in a short time. He earned this position with endless effort and hard work. Before changing careers to become a well-respected motivationalRead More →
The global professional financial planning body, the Financial Planning Standards Board (FPSB), has recommended that investors pass financial tests before investing in complex products like cryptocurrencies. In a June 1 press release, the FPSB said investors should exhibit the minimum level of financial literacy given that sectors like cryptocurrencies areRead More →
A trailblazing lesbian financial advisor has found her firm’s eventual successor as part of her plan to launch a new network for LGBTQ wealth management professionals. Laura LaTourette of Dahlonega, Georgia, Family Wealth Management Group, has selected Advisor Ramona Maior to take over the practice, which uses LPL Financial asRead More →