Month: October 2023

[ad_1] At least 10 more financial advisors have exited Goldman Sachs Personal Financial Management in the wake of the $29 billion AUM unit’s sale to Peter Mallouk’s Creative Planning. A Kestra spokeswoman confirmed that the firm’s Private Wealth Services unit has picked up advisors Lee Swinford, Amber Andregg and Joshua Smith, all former vice presidents at… Continue reading Ten More Advisors Leave Goldman Sachs PFM

[ad_1] As a small business owner, you have your hands full, juggling roles that range from daily operations manager to long-term strategy architect. But have you ever considered adding the role of “Retirement Benefits Planner” to your list? Offering a 401(k) plan not only provides your employees with a way to save for retirement… Continue reading 401(k) for Small Business Owners: The Comprehensive Guide

[ad_1] pathways to financial planning and wealth management. getty The desire to provide others with products or services that solve problems or fulfill needs is what motivates many entrepreneurs to open their own business. But owning a business, if managed correctly, can also serve as a vehicle to build personal wealth, legacy, and retirement income.… Continue reading What Is Business Wealth Management?

[ad_1] Selling a house amid a divorce can make an already-complicated situation even more complex. The need to manage a real estate transaction while also managing your interpersonal conflict is stressful, but sometimes financially necessary. Every couple’s situation will be a little bit different, of course, but if you need to sell the marital house… Continue reading Sell Your House During A Divorce

[ad_1] Rayonier Advanced Materials Inc. announced that it has engaged Houlihan Lokey as its financial advisor to explore the potential sale of its paperboard and high-yield pulp assets located at its Temiscaming site. This strategic move is aligned with RYAM’s commitment to enhancing its operational and financial performance, optimizing its portfolio to align with its… Continue reading Rayonier Advanced Materials Inc. Engages Houlihan Lokey as Financial Advisor -October 13, 2023 at 04:30 pm EDT

[ad_1] Customer apathy toward annuities and life insurance is a perennial challenge for providers. Satisfaction is rising as more clients engage with digital tools and start using life insurance and annuities for financial planning, in addition to such final planning services as death benefits and burial insurance, according to a study released Thursday by J.D.… Continue reading Best & Worst Annuity and Life Insurance Providers: J.D. Power, 2023

[ad_1] Financial advisors and tax professionals can help guide clients concerned about hits to their finances upon marriage by using an array of planning strategies.  “We obviously want to encourage people not to let the tax wag the dog,” said Liting Chuang, a certified public accountant who’s the director of tax planning for Menlo Park,… Continue reading 17 tax tips when planning for the marriage penalty

[ad_1] Start Slideshow Morningstar’s 2023 edition of the best companies to own lists 17 firms in the financial services sector that stand out from their competitors and can be good choices for long-term investors. What makes for a best company to invest in? Margaret Giles, a Morningstar data journalist, writes in a recent blog post… Continue reading 17 Best Financial Services Firms to Invest In: Morningstar

[ad_1] Wells Fargo reported another slide in its wealth earnings Friday, with higher costs and lower net interest income from the wealth unit weighing on its balance sheet.  The megabank’s Wealth and Investment Management division saw profits fall 17% over the past year. However, total client assets were still up over the past year in… Continue reading Wells Fargo wealth profits fall 17% in Q3 earnings