Month: November 2023

[ad_1] Is the work you do to make a living a job, a career, or a calling? Recognizing the difference can pay you great dividends in many ways. A job is a paid position of regular employment that puts bread on the table but doesn’t necessarily provide a lot of satisfaction or joy. The song… Continue reading Consider the differences. Is financial planning a career, a job, or a calling? — The South Dakota Standard

[ad_1] Advisors with prospects or clients that have the potential to be good fits but generate little revenue today can now offer a new service through a trusted partner SALT LAKE CITY, October 31, 2023–(BUSINESS WIRE)–Elements, a modern growth platform that helps financial advisors demonstrate their value faster, today announced the forthcoming launch of Elements… Continue reading Elements Unveils RIA Partnership Model to Help Advisors Serve More Clients

[ad_1] You have money questions. Bankrate has answers. Our experts have been helping you master your money for over four decades. We continually strive to provide consumers with the expert advice and tools needed to succeed throughout life’s financial journey. Bankrate follows a strict editorial policy, so you can trust that our content is honest… Continue reading What Is An Income Trust?

[ad_1] At one of the most famous events in the worlds of art and fashion, a software firm linking asset managers with financial advisors and accredited investors will launch its technology platform. After announcing a goal of helping minority-owned investment management firms raise $1 trillion in client assets at last year’s Art Basel Miami Beach,… Continue reading DFD Partners platform to launch at Art Basel Miami Beach

[ad_1] As more financial advisors go independent, David Settanni will attest that making the switch to the RIA space was one of the best things he did for his career. “Being in the independent broker-dealer channel, I just felt that we didn’t have any necessarily brand recognition,” said Settanni, who’s advisor and chief financial officer… Continue reading More advisors are making the move to RIA, independent models

[ad_1] HOUSTON, October 31, 2023–(BUSINESS WIRE)–Corebridge Financial, Inc. (NYSE: CRBG) today announced that it has successfully completed the previously announced sale of Laya Healthcare Limited (“laya healthcare”) to a subsidiary of AXA S.A. (“AXA”). Laya healthcare, which is the second largest health insurance provider in Ireland, is a full-service managing general agent headquartered in Cork,… Continue reading Corebridge Financial Completes Sale of Laya Healthcare to AXA

[ad_1] DENVER, Oct. 31, 2023 /PRNewswire/ — Lumen Technologies, Inc. (NYSE: LUMN) (“Lumen” or the “Company”) today announced that it has entered into a transaction support agreement with a group of creditors holding over $7 billion of the outstanding indebtedness of the Company and its subsidiaries to, among other things, extend maturities of the debt… Continue reading Lumen Announces Broad Agreement With Creditors That Will Provide The Company with Significant Flexibility to Execute Its Transformation Strategy