Author: elghoulam

[ad_1] Savvy Advisors, a tech-forward RIA headquartered in New York City, has recruited the 12th advisor to its decentralized and AI-powered platform. Based in the District of Columbia, Maya Joelson left Perigon Wealth Management after nearly six years with the firm to become a founding managing partner and global investment strategist at Savvy. Prior to… Continue reading Maya Joelson Joins Savvy Advisors from Perigon Wealth Management

[ad_1] With bonds yielding 5% or more, it’s easy to love fixed income right now. But don’t get swept away, says Stephanie Link, the chief investment strategist at Chicago-based Hightower Advisors, which manages more than $100 billion of client assets. “You don’t want to forget about equities, because the long-term total return average for the… Continue reading Hightower Investment Strategist Stephanie Link: Bonds Are Back, but Don’t Forget Stocks

[ad_1] Depending on the nature of any given asset, there are ways to avoid probate. Probate is the process of managing and distributing someone’s assets after they have died. For someone who dies with a will, the probate court will establish its validity, oversee distribution of assets, manage disputes, and handle any other necessary matters. For… Continue reading I Live in California. How Can I Avoid Probate?

[ad_1] Edelman Financial Engines is suing Mariner Wealth Advisors, which it accuses of aggressive recruiting tactics that have helped Mariner poach Edelman’s clients and financial planners and “steal” its business. Edelman alleges that Mariner is misappropriating the firm’s trade secrets, interfering with its business, and defaming its reputation in a lawsuit filed Friday in the… Continue reading Edelman Financial Sues Mariner Over Alleged Poaching of Trade Secrets, Clients

[ad_1] By Gail Parsons/ Effingham Herald Guyton City Council members held a public hearing in regards to a special use permit for a manufactured home at 97 Cemetery St. just prior to its Nov. 16 meeting. During the regular meeting, the council voted 4-1 to reverse an earlier denial of the permit. Guyton resident Josh Forbes… Continue reading Guyton City Council public hearing regarding mobile home

[ad_1] Paying for a college education is a major financial commitment. While much easier said than done, restructuring your finances can help modestly. Student aid is calculated based on a formula called Expected Family Contribution, “EFC.” This is the amount that the government assumes a family can pay for their student to attend college. For… Continue reading We Have a $500k Brokerage Account and $250k in Retirement Accounts. How Can We Increase Financial Aid to Help Pay for Our Child’s College?

[ad_1] Lisa KatterHenry Howe Nest Capital Finding replacements for retiring financial advisors has become a national problem. Lisa Katterhenry Howe hopes to solve that problem by helping their senior advisors train their successors and develop a succession plan. She started Nest Capital in Troy, Ohio. “Older advisors approach us because they don’t know how to… Continue reading Nest Trains NexGen Advisors To Replace Retirees

[ad_1] FMG, a SaaS company specializing in marketing content, automation and websites for advisors is now working with fintech firm Bento Engine to strengthen the advisor-client relationship. Through the launch of the new Bento Collection, FMG will offer its users access to a suite of purpose-built materials that they can use to deliver personalized, timely… Continue reading FMG partners with Bento Engine to drive advice engagement