Hybrid IBD and RIA Platform Also Announces New Website and Branding, New Team Members and Details on Upcoming Compliance Conference WILMINGTON, Del., August 31, 2022 /PRNewswire/ — CoastalOne, an independent broker (Coastal Equities, Inc.) and hybrid registered investment adviser platform (Coastal Investment Advisors, Inc.) based in Wilmington, Delawarewas recently rankedRead More →

Hybrid IBD and RIA Platform Also Announces New Website and Branding, New Team Members and Details on Upcoming Compliance Conference WILMINGTON, Del., August 31, 2022 /PRNewswire/ — CoastalOne, an independent broker (Coastal Equities, Inc.) and hybrid registered investment adviser platform (Coastal Investment Advisors, Inc.) based in Wilmington, Delawarewas recently rankedRead More →

Tue, 23 Aug 2022 | BUSINESS SALE Financial planning and wealth management firm Finitor Wealth has completed a dual acquisition, which it says takes its assets under administration (AUM) to more than £1.1bn. The group acquired Leamington Spa-based consultancy Ascent Financial Consulting and the Financial Management Bureau (FMB) headquartered inRead More →

When it comes to educating customers about cybersecurity threats, current events can underscore the urgency of building defenses against cyberattacks. A recent example is Russia’s malicious cyberattacks on Ukraine which, according to U.S. agency reports, have included attacks on energy sources, supply chain disruptions and financial data theft. Such attacksRead More →

financial advisor vs financial advisor Financial advisers and financial consultants are widely interchangeable job titles for finance professionals who help individuals and organizations manage their money. A person with either title can help prepare and execute strategies for budgeting, saving, investing, retirement planning, risk management, borrowing, and estate planning. ConsultantsRead More →

WASHINGTON, August 9, 2022 /PRNewswire/ — CFP Board Center for Financial Planning (“Centre”) today announced its first scholarship program honoring the first black CFP® Professional, LeCount R. Davis, CFP®. Created to support the next generation of diverse CFPs® professionals, LeCount R. Davis, CFP® The scholarship program will assist qualified BlackRead More →

Many registered investment advisers overspend and miss new business by forgetting to calculate their costs per client, according to Fidelity’s practice management arm. The median cost to serve clients is $8,000 per year including everything from compensation for employees working on accounts to software, funds and other products and servicesRead More →