Author: elghoulam

[ad_1] Longtime financial advisor Chris Valentino will make the jump to banking when he joins Stifel, Nicolaus & Co. Inc. later this month. Valentino’s move comes after an 18-year career as a financial advisor, including the last five years at Indiana-based Sycamore Advisors LLC. “There’s been opportunities in the past to make this jump but… Continue reading Chris Valentino heads to Stifel from Sycamore Advisors

[ad_1] By Jeff Berman October 17, 2023 at 12:42 PM Lincoln also selected Pershing X’s Wove wealth management platform to provide tech solutions to advisors. BNY Mellon’s Pershing and Lincoln Investment are expanding their longtime clearing partnership as Lincoln transitions its self-clearing business onto a single custodial platform, the companies said Friday. Lincoln also selected… Continue reading BNY Mellon’s Pershing Expands Clearing Deal With Lincoln Investment

[ad_1] Financial Focus: Start moving toward retirement security Published 12:23 pm Tuesday, October 17, 2023 It’s not as well-known as Halloween, but National Retirement Security week happens every October – the third week, to be precise — and while it doesn’t involve ghosts and goblins, it does deal with something even more frightening: the risk… Continue reading Financial Focus: Start moving toward retirement security – Claiborne Progress

[ad_1] The idea of spending retirement years in a new country may sound romantic, but Americans considering it need to prepare for the potential pitfalls that can damage their finances and estate plans. By planning ahead, guided by professionals who specialize in expat issues, retirees should be able to avoid unpleasant and costly surprises, according… Continue reading 4 Tax and Planning Tips for Retiring Abroad

[ad_1] CRM Integration Enables Streamlined Features for RIAs to Access Clients’ Held-Away Cash NEW YORK, Oct. 17, 2023 (GLOBE NEWSWIRE) — Flourish, a platform which provides innovative access to financial products that help registered investment advisors (RIAs) secure their clients’ financial futures, today announced an integration between Flourish Cash, its cash management offering, and Wealthbox,… Continue reading Flourish Announces Integration with Wealthbox Technology Platform

[ad_1] Aristotle Capital Boston, LLC, an investment advisor, released its “Small Cap Equity Strategy” third quarter 2023 investor letter. A copy of the same can be downloaded here. In the third quarter, the fund delivered a return of -5.77% net of fees (-5.57% gross of fees), trailing the Russell 2000 Index’s -5.13% total return. Both security selection… Continue reading What Makes TKO Group Holdings (TKO) an Attractive Investment?

[ad_1] Listen to this article Despite the great strides women have made to achieve equality in the workplace, financial injustice persists. While many headlines highlight the disparity in earning power between men and women, other, less visible imbalances require more scrutiny. A new study from Bank of America has found men, on average, have 50%… Continue reading Female financial advisors have something to say about gender imbalance in 401(k) balances