Author: elghoulam

[ad_1] Morgan Stanley (NYSE: MS) announced today that it has won four Industry Awards from the Money Management Institute (MMI) and Barron’s, the most of any firm. The awards include a Digital Innovation award for Morgan Stanley’s Portfolio Risk Platform, a Disruption award for Morgan Stanley’s UMA Fractional Share Program, a Sustainable & ESG Investing Award… Continue reading Morgan Stanley Wins Four 2023 Money Management Institute (MMI)/Barron’s Industry Awards

[ad_1] laflor / Getty Images/iStockphoto It’s no secret that money is one of the leading causes of relationship friction, breakups and divorce. But if you think money problems are unique to the families who don’t have enough of it to go around, think again. Check Out: 12 Unrecognizable Signs of Wealth Learn: How To Get… Continue reading Here Is the No. 1 Argument That Rich Couples Have About Money

[ad_1] The holiday season is a time of joy, celebration and giving. But for many Americans, it’s also financially stressful. Over half — 54 percent — of holiday shoppers expect to feel financially burdened during the 2023 holiday season, according to a recent Bankrate survey. Specifically, 25 percent say they’re stressed about the cost of… Continue reading 6 Ways A Financial Advisor Can Help With Holiday Finances

[ad_1] By Brant Wiehardt EBS CONTRIBUTOR Sponsored Article  The fall season often prompts us to review the progress of our finances over the course of this year and adjust as necessary to prepare for next year. We have identified three factors that present potential planning risks and opportunities. First, interest rates are forecasted to continue… Continue reading Three factors to consider when making investment planning decisions

[ad_1] Many people overlook the short- and long-term costs of financial caregiving, a growing problem that financial advisors and employers can help address, according to a new report by the TIAA Institute and the University of Pennsylvania School of Nursing (Penn Nursing). One in five adults now provide uncompensated care to loved ones with health… Continue reading New report highlights the financial impact of caregiving

[ad_1] High-net-worth clients are often extravagant spenders living well beyond their means. By contrast, “millionaires next door” are wealthy but typically frugal. But as Dustin Gale, senior wealth advisor at Kayne Anderson Rudnick, tells ThinkAdvisor in an interview, “I remind them that they can’t take it with them. They’re often living too conservatively and too… Continue reading Helping ‘Millionaires Next Door’ Build Their Assets and Spend Them

[ad_1] TRAFiX, a fast-growing capital markets software platform, plans to use the investment to accelerate product development for its global customer base NEW YORK, Nov. 2, 2023 /CNW/ — TRAFiX LLC (“TRAFiX” or the “Company”), a leading provider of order and execution management software (“OEMS”) and FIX connectivity solutions for the global capital markets, today announced… Continue reading TRAFiX Secures Strategic Growth Investment from Marlin Equity Partners

[ad_1] In November 2021, the voracious RIA consolidator Mercer Global Advisors boasted that it had bought fast-growing Atlanta firm ACG Wealth with $1.3 billion in AUM. The deal was led by Mercer’s high-profile dealmaker, Dave Barton, and brought aboard two ACG founders and 17 employees. The 19-year-old ACG’s creators said they needed the architecture… Continue reading Mercer Sues $1.3B Atlanta Firm It Acquired Two Years Ago