Author: elghoulam

[ad_1] In my current role, I lead the recently launched Queen Banking proposition which aims to address women’s financial and non-financial needs. Before joining Family Bank, I served as the Sector Lead, Women Banking at Stanbic Bank Kenya. One of the challenges I have faced in my role has been changing the mindset of women… Continue reading If I could start all over again, I would get a good financial advisor in my 20s

[ad_1] This is a paid release. We are excited to announce that James Phelps, Senior Financial Advisor, has joined the Bluegrass Wealth Advisors team at Wells Fargo Advisors Financial Network. With over two decades of dedicated experience in the financial industry, he is committed to helping individuals achieve their financial goals and secure a comfortable… Continue reading Bluegrass Wealth Advisors of Wells Fargo Advisors Financial Network welcomes senior financial advisor James Phelps

[ad_1] Marriage and money: Prenuptial agreements for founders | SVB …  Silicon Valley Bank [ad_2] Source link

[ad_1] #1 Chase Bank Over 1,200 institutions have come together since 1799 to create what Chase is now. Headquartered on Park Avenue in New York City, Chase holds the most assets of all banking institutions. It offers numerous checking and savings accounts, investment accounts, business accounts and various types of credit cards. Advantages Over Other… Continue reading The Largest Banks in the U.S. (November 2023)

[ad_1] A father-son team of advisors who had managed $180 million in assets at Ameriprise Financial has joined LPL Financial’s employee advisor channel, Linsco by LPL Financial, the firm announced Monday. Anthony S. Zambri and his son, Anthony V. Zambri, are launching Zambri Financial in Melville, New York. They’ll be the first tenants in Linsco’s… Continue reading Father-son duo joins LPL from Ameriprise

[ad_1] By Tyler De HaanNovember 13, 2023 at 09:33 PM New Year’s Eve is just a little more than six weeks away. I remember when I graduated college and filed my taxes for the first time. It’s one of those big life milestones. Unfortunately, after I filed my taxes, I realized I had missed an… Continue reading 5 Tips for Helping Clients Reach Their Year-End Financial Goals

[ad_1] Kanishk Parashar said he saw the need for his latest wealthtech venture long before its public launch this week. Parashar, who co-founded portfolio projection software firm Real Capital Navigator (RCI) alongside Soo-Yung Cho in 2017, said that financial advisors are just as interested in growing their practices as they are in keeping current clients… Continue reading Fintech founders pair AI and client prospecting in new platform for financial advisors

[ad_1] When it comes to improving diversity at a wealth management firm, it’s not necessarily who’s hired but who stays that counts. And replacing advisors, especially good ones, is a costly affair.  Key to successful retention is creating an inclusive environment for all employees to thrive, according to Richard Shaw, CFP Board director and principal… Continue reading 3 tips on retaining diverse talent with inclusive cultures