Author: elghoulam

Baby boomers are the least likely cohort to seek financial advice: study

[ad_1] Professionals offering personalized financial advice have emerged as a key reverse mortgage industry referral partnership. Still, a new study illustrates that older Americans are the most reticent to seek it out according to a new study conducted by Charles Schwab. Operating from a data set consisting of 1,000 401(k) plan recipients between the ages… Continue reading Baby boomers are the least likely cohort to seek financial advice: study

Ex-Wells Fargo Advisor Indicted for Alleged $3 Million Fraud

[ad_1] A former Wells Fargo advisor is facing fraud charges relating to an alleged long-running scheme that bilked clients out of more than $3 million. Kenneth Welsh, of River Edge, N.J., has been indicted on four counts of wire fraud and one count of investment advisor fraud stemming from his role as a registered investment… Continue reading Ex-Wells Fargo Advisor Indicted for Alleged $3 Million Fraud

Form 487 Advisors Disciplined

[ad_1] 1933 Act File No.: 333-273989 1940 Act File No.: 811-21056 CIK No.: 1981000   Securities and Exchange Commission Washington, D.C. 20549   Amendment No. 1 to REGISTRATION STATEMENT ON Form S-6   For Registration under the Securities Act of 1933 of Securities of Unit Investment Trusts Registered on Form N-8B-2   A. Exact name… Continue reading Form 487 Advisors Disciplined

Crypto, Stock, or DAF Giving

[ad_1] Crypto donations are a reliably tax-efficient way to give to charity. Your crypto donation is tax-deductible to the fullest extent permitted by law if you pay taxes in the U.S. By making a charitable gift, you may also be eligible to significantly reduce what you would otherwise owe in capital gains taxes. This is… Continue reading Crypto, Stock, or DAF Giving

Real World Examples of Circumstances That May Taint a Deal Process

[ad_1] Key Points Four recent cases illustrate circumstances that may expose a deal to challenge because of a conflict of interest, and the ways a board or special committee may help insulate a deal process from someone with a potential conflict. There are no hard and fast rules to apply where there is a potential… Continue reading Real World Examples of Circumstances That May Taint a Deal Process

Full Swing Financial Planning Opens in Fort Dodge, Iowa

[ad_1] “We are excited to offer a comprehensive approach to financial planning,” said Co-CEO and Financial Advisor Kole Petersen. “To us, “full swing” means looking at the big picture and ensuring all the details are taken care of to help people meet their goals.” Post this The team at Full Swing Financial Planning has partnered… Continue reading Full Swing Financial Planning Opens in Fort Dodge, Iowa

NRG Energy (NRG) Appoints Lawrence Coben as CEO and President, Mauricio Gutierrez Resigns; Reaffirms Guidance

[ad_1] NRG Energy, Inc. (NYSE: NRG) (“NRG” or the “Company”) today announced that Lawrence Coben, Ph.D., Chair of the NRG Board of Directors, has been appointed Interim President and Chief Executive Officer and that Mauricio Gutierrez, NRG’s President and Chief Executive Officer, has departed the Company and resigned from the Board. The NRG Board has… Continue reading NRG Energy (NRG) Appoints Lawrence Coben as CEO and President, Mauricio Gutierrez Resigns; Reaffirms Guidance

Jackson ranks second among places with the biggest population decline

[ad_1] Jackson ranked second among the Top 10 cities with the greatest declines in population over five years between 2017 and 2022, according to a SmartAsset study. The study examined 344 U.S. cities that had a population of 100,000 or higher in 2022 based on a U.S. Census Bureau’s 1-Year American Community Survey. The report… Continue reading Jackson ranks second among places with the biggest population decline