Author: elghoulam

[ad_1] [Despite cross-border payments expected to reach $40 trillion globally by 2024 per Juniper Research, these transactions can still be unpredictable as latency, fees, and policies add friction across countries, currencies, and payment categories. The other major issue is that regardless of this growing surge of global money in motion, the World Bank reported that at the start of 2022 there… Continue reading Borderless Financial Tech For Efficient Access And Global Inclusion

[ad_1] By Melanie Waddell November 14, 2023 at 03:13 PM The proposal aligns with the SEC’s marketing rule for RIAs. The Financial Industry Regulatory Authority has filed to bring FINRA Rule 2210, Communications with the Public, in line with the Securities and Exchange Commission’s marketing rule. The proposed rule change would allow broker-dealers to provide “projected performance or targeted… Continue reading FINRA Moves to Allow Performance Projections in Some BD Marketing

[ad_1] By John Manganaro November 14, 2023 at 05:45 PM The package combines fiduciary guidance and investment due diligence with personalized communications and investments. Financial advisors working with Envestnet can now offer their business owner clients access to a streamlined 401(k) plan solution with fiduciary oversight and investment support. The new Envestnet Retire Complete platform… Continue reading Envestnet and Empower Launch 401(k) Planning Platform

[ad_1] A “sea change” is occurring in how financial advisors attract and keep clients, says DMW Strategic Consulting Founder Dennis Moseley-Williams. “Selling commoditized investments and services is not enough,” he says. He recommends clients treat each meeting—whether an onboarding appointment, portfolio review, or client dinner—as a well-planned and orchestrated event. “You have to stage experiences… Continue reading Dennis Moseley-Williams: How to Turn Client Meetings into Transformational Experiences

[ad_1] In recent years, few things have stirred as much controversy in the world of wealth management as the “retirement security rule” proposed by the Biden administration. The way the White House presents it, the proposal is simply a way to expand the fiduciary rule — the legal requirement for wealth managers to serve their… Continue reading 3 ways Biden’s retirement security rule could affect financial advisors and clients

[ad_1] NEWBERG, Ore. – With many in the financial planning profession hitting retirement age and the baby boomer generation in need of financial consultation, professional opportunities are plentiful. The U.S. Bureau of Labor Statistics projects that more than 25,000 openings for personal financial advisors are expected annually over the next decade. The Charles Schwab Foundation… Continue reading Charles Schwab Foundation grant to boost outcomes for graduates of the George Fox Certified Financial Planning program

[ad_1] It’s a prospect base advisors know all too well – clients’ children – and one whose business is not easily earned, so much so that many professionals don’t really try. Less than one in five affluent investors say they work with their parents’ financial advisors, according to data publ Learn more about reprints and… Continue reading To win business with clients’ children, advisors really have to try

[ad_1] Entered into a Definitive Merger Agreement with XTI Aircraft; Transaction Expected to be Completed during the Fourth Quarter of 2023 Entered into a Definitive Agreement to Spin-off and Merge Inpixon’s SAVES UK Business with Damon Motors Inc. Inpixon to Host a Conference Call at 4:30 p.m. Eastern Time Today to Provide a Business Update and Presentation… Continue reading Inpixon Reports Third Quarter 2023 Financial Results and Provides Business Update

[ad_1] SAN ANTONIO, Nov. 14, 2023 – PNC Private Bank® has appointed Jim Schmelter to lead its San Antonio-based team. In his role as senior vice president and PNC Private Bank market leader, Schmelter will lead a team of local relationship managers who specialize in wealth strategy, investment management, trust & estate services, and credit… Continue reading PNC Financial Services Group – MediaRoom