Author: elghoulam

[ad_1] LPL Financial Holdings reported Thursday that its net income fell 21% year over year due to higher expenses, including a $40 million charge related to an SEC investigation into employees’ use of unauthorized messaging apps to do business. However, its earnings per share rose and its stock rose 1.4% in mid-day trading Friday before… Continue reading LPL Financial Beat Earnings, But Net Income Fell Due to Higher Regulatory Costs

[ad_1] Photo: Jacob Lund (Shutterstock) Many finance-related goals can be at least partially automated. While I generally caution against leaning on AI in personal finance, most money-saving apps are essentially like robo-advisors. That is to say, they have their limitations, but they have some major upsides as well. For the most part, these apps are… Continue reading The Best AI-Powered Apps to Save You Money

[ad_1] Artificial intelligence is actively being implemented in the wealth management industry, as more than half of firms in a recent survey said that they are currently using or developing projects to use some form of AI. Wealth management firms are delving into AI to help save time, reduce errors and eliminate duplicative… Continue reading Half Of Firms Have AI In The Works, Survey Says

[ad_1] How much will long-term care cost you? Long-term care can be difficult to plan for because the actual level of expenses incurred is very uncertain. Anecdotally, we find that many investors either downplay the costs of LTC or exaggerate the likelihood of needing it. Those that downplay LTC tell us that they intend to… Continue reading Long-term care costs and solutions

[ad_1] Editorial Note: We earn a commission from partner links on Forbes Advisor. Commissions do not affect our editors’ opinions or evaluations. Managing substantial amounts of wealth can pose challenges that individual investors who are not financial professionals might find difficult to imagine. High-net-worth individuals (HNWI) enjoy many advantages, one of which is the ability… Continue reading Financial Advisors For High-Net-Worth Individuals – Forbes Advisor

[ad_1] COLORADO SPRINGS, Colo., Oct. 27, 2023 (SEND2PRESS NEWSWIRE) — Financial Advisor Frank Wynne in Colorado Springs, Colorado has achieved the Certified Private Wealth Advisor®, or CPWA®, designation through the Investments & Wealth Institute®. Coursework was provided by the Yale School of Management. CPWA® designation study topics focus on the needs of high−net−worth individuals and… Continue reading Financial Advisor Frank Wynne of Edward Jones Receives Certified Private Wealth Advisor® Designation | National News

[ad_1] Editorial Note: We earn a commission from partner links on Forbes Advisor. Commissions do not affect our editors’ opinions or evaluations. Planning for retirement often boils down to a choice between annuities and other investments. But which is right for you, or should you consider both? Going over the pros and cons of annuities… Continue reading Which Is Right For Your Financial Future? – Forbes Advisor

[ad_1] Presidential elections matter but not so much when it comes to your …  Vanguard [ad_2] Source link

[ad_1] By Edward Sota, Kiplinger Consumer News Service (TNS) If you feel anxious about the future of your Social Security benefits, you’re not alone. It’s a common concern—both for retirees already receiving Social Security payments and for workers who expect to rely on this important income stream someday. In a 2022 survey of U.S. workers… Continue reading What Will You Do If Social Security Gets Cut?