Author: elghoulam

[ad_1] Yeah, and I’m going to shift a bit to talking about an annuity for income in retirement. That’s once you’ve gotten to that point and you’re saying, “Well, I want to have an annuity to generate a paycheck, to generate income, to generate money when you need it.” And generally, if you’re in good… Continue reading When Is an Annuity Right for You?

[ad_1] Legislation that contains several provisions to stop major SEC rule proposals affecting financial advisors stalled in the House Thursday, and the so-called policy riders face a difficult legislative path ahead. The House postponed a final vote on an appropriations bill that would fund the Securities and Exchange Commission and several other federal agencies when… Continue reading GOP riders to stop SEC rules face difficult legislative path

[ad_1] By Dinah Wisenberg Brin November 09, 2023 at 07:24 PM A woman with a Merrill account claims scammers took $690,000 from her after she visited a California branch of the bank. A 77-year-old Bank of America client has accused the bank of failing to stop scammers from draining her $690,000 in life savings, which… Continue reading BofA Accused of Aiding Elder Financial Abuse

[ad_1] Much of the retirement savings advice offered online, and even by financial professionals, is intended for a wide audience. Unfortunately, it often doesn’t take into account the needs that specific groups may have—including women. Because of factors like the wage gap between men and women and differences in financial literacy, women can benefit from… Continue reading Building Better Retirement Strategies for Women

[ad_1] David Chepauskas, a senior wealth planner at Summit Financial in Red Bank, New Jersey, embodies the spirit of service in multiple ways. Early in his life, he felt called to volunteer for the military during the Cold War. After all, it runs in the family. His father was one of the longest-held pri Learn… Continue reading Veteran turned advisor embodies spirit of service

[ad_1] Financial advisors and the wealth management industry can help veterans find jobs, get benefits, manage their cash flow and find much-needed support networks, according to experts. The list of 23 tips below on working with more veterans as clients and hiring more to positions in the industry comes from servicemembers-turned-financial advisors and other industry… Continue reading 23 ways financial advisors can serve and hire more veterans

[ad_1] ABOUT THIS PROSPECTUS SUPPLEMENT This prospectus supplement and the accompanying prospectus relate to the offering of the Warrants. Before buying any of the securities that we are offering, you should carefully read this prospectus supplement, the accompanying prospectus, the information and documents incorporated herein by reference, and the additional information under the heading “Where… Continue reading Form 424B5 Momentus Inc.

[ad_1] San Diego-based LPL Financial announced today that Blake Mier, a Bloomington, Ill.-based financial advisor serving $230 million in assets, is joining the firm’s broker-dealer, RIA and custodial platforms. “My goal is to help my clients meet their financial goals and objectives, and I believe that by partnering with LPL I will be… Continue reading LPL Adds Illinois-Based Ex-Wells Fargo Advisor Managing $230M

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[ad_1] The organic growth of financial advisory firms took a big hit in 2022, according to Fidelity Investments. It was a year in which firms could not rely on increasing client bases or adding revenue from existing clients to grow, said Fidelity in its “2023 RIA Benchmarking Survey.” Organic asset growth dipped… Continue reading Organic Growth Suffered In 2022, Fidelity Says