Month: October 2023

[ad_1] Financial technology – especially client portals ¬ can have a profound impact on financial planners and their clients, according to a recent study. However, the research emphasizes that access to technology alone is not enough. Instead, it is how financial planners use client portals that drives transformative outcomes for their clients and businesses. “The… Continue reading How to use a client portal to drive better client outcomes – Insurance News

[ad_1] By Dylan Tyson How clear is your crystal ball? Mine isn’t very reliable. And that’s too bad, because it would be so helpful if we could see into the future — especially when it comes to retirement planning. One of the biggest priorities in retirement is figuring out how much money you’ll need to… Continue reading Three ideas to make your money last in retirement

[ad_1] Managing your finances and investing for your future are important tasks — and they can be challenging. But you don’t have to go it alone. Many people benefit from working with a financial advisor, someone who knows their needs and goals and makes appropriate recommendations. If you’re considering getting some help, you’ll want to… Continue reading Financial Focus: What should you ask a financial advisor? | Business

[ad_1] Breaking up is hard to do, even when it comes to firing your financial advisor. Whether it’s a mismatch of investment strategies, a lack of communication or even ethical concerns, the decision to part ways with your financial advisor can be stressful. In this guide, we’ll walk you through the process of firing your… Continue reading How To Fire Your Financial Advisor

[ad_1] Healthpeak Properties, Inc. (NYSE: PEAK) (“Healthpeak” or “PEAK”) and Physicians Realty Trust (NYSE: DOC) (“Physicians Realty Trust” or “DOC”) today announced they have entered into a definitive agreement to combine in an all-stock merger of equals valued at approximately $21 billion. Under the terms of the agreement, each Physicians Realty Trust common share will… Continue reading Healthpeak Properties (PEAK) and Physicians Realty Trust (DOC) to Combine in an All-Stock Merger of Equals

[ad_1] Shielded by privacy and exclusivity, the offices of America’s most top 1% families, as ranked by wealth, historically barred any financial or investment disclosures. But recently, this trend has shifted dramatically, as a number of family offices have begun allowing their army of investment professionals to be hired by the next generation of ultrawealthy… Continue reading Family Offices Seek New Blood