Month: October 2023

[ad_1] “At Rainbook, our mission is to empower investors. With the Advisor Analyzer, we’re redefining transparency for investment clients.” Post this “We created Rainbook to empower investors,” says Stephen Tanenbaum, founder and CEO of Rainbook. “It is unbelievable to think that 89% of advisors are not providing comprehensive investment advice—which their clients are paying for.*… Continue reading Rainbook Unveils Proprietary Advisor Analyzer to Transform the Investor-Financial Advisor Relationship

[ad_1] Oct 31 (Reuters) – Bitcoin, the original crypto rebel, is racing into the heart of the financial establishment with an exchange-traded fund that tracks its price. But will it strike gold? The world’s biggest cryptocurrency has leapt 28% in October, with investors betting U.S. regulators will give the green light for a spot bitcoin… Continue reading Cryptoverse: As good as gold? Spot bitcoin ETFs aim to whip up US demand

[ad_1] By Melanie Waddell October 31, 2023 at 05:01 AM The rule applies a fiduciary standard to retirement advice on rollovers and fixed indexed annuities. The Labor Department will propose a new fiduciary rule Tuesday afternoon for public comment designed “to close loopholes and require that financial advisors provide retirement advice in the best interest… Continue reading New DOL Fiduciary Rule Closes Loopholes, Biden Officials Explain

[ad_1] In a recent J.D. Power study on financial advisor satisfaction, findings reveal advisors are facing challenges in effectively managing their practice tasks. The study highlights that “nearly one-third (28%) of financial advisors say they do not have enough time to spend with clients.”   Further, the report states that “Advisors falling into this category… Continue reading Culture Matters: Why Advisors Stay, and Why They Consider Leaving

[ad_1] In the U.S., 10,000 people turn 65 every day, according to AARP. As many of those look forward to retirement, Rhonda Bailey, private bank officer at Mabrey Bank, gives advice on moving on financially. Check in often with your financial advisor   This is the No. 1 thing you can do as you prepare… Continue reading 5 financial tips as you inch toward retirement | Lifestyle

[ad_1] Social Security is a program that provides money for retirement, but it offers a variety of ways to access that funding. It can be difficult to answer even the easy questions such as when is the best time to claim your benefits. Plus, Social Security representatives are not able to tell you the best… Continue reading Do I Need A Financial Advisor For Social Security?