Author: elghoulam

[ad_1] What is a fiduciary? A fiduciary is an individual or organization who manages money and has a legal duty to act in the best financial interests of someone else[0]. Fiduciaries have a bond of trust with clients and must avoid conflicts of interest. Fiduciary relationships exist across many types of professions. For example, board… Continue reading Fiduciary Meaning: What Is a Fiduciary Duty?

[ad_1] A financial planner reviewing with a colleague the requirements for different licenses. Financial planners help clients manage money to reach goals. While certain professionals may need to have a financial planning license, others do not. Whether you’ll need a license to work as a financial planner depends largely on the types of services you… Continue reading What Licenses Do Financial Planners Need to Have in 2024?

[ad_1] Financial advisors are gradually making their way into an attractive new market: College athletes who are cashing in on their newly won right to earn endorsement money. But that market could get a lot more lucrative—and competitive—if plaintiffs win an ongoing lawsuit over media revenue. “On the surface this would certainly take the name,… Continue reading How the College-Athlete Market Could Blow Up for Financial Advisors

[ad_1] MINNEAPOLIS, Jan. 5, 2024 /PRNewswire/ — Redhawk Wealth Advisors, Inc. (Redhawk), a leading full-service registered investment advisory (RIA) announced a new strategic partnership with Retirement Visions, LLC (RV), an established Retirement Planning and Investment Advisory practice located in West Hartford, Connecticut. RV is led by Jay L. Gershman MBA, AIF, President and Founder, who… Continue reading Retirement Visions, LLC Joins Redhawk Wealth Advisors to Offer a Broader Range of Solutions for both Clients and Advisors

[ad_1] Where Vanguard Personal Advisor shines Low account advisory fee: Vanguard is famous for using its size to reduce fees for investors, and Vanguard Personal Advisor, one of the largest players in the hybrid robo-advisor/online planning space, continues that tradition: The advisor charges just 0.35% of assets under management, with a $50,000 account minimum. Human… Continue reading Vanguard Personal Advisor Review 2024: Pros, Cons and How It Compares

[ad_1] A man who is approaching retirement reviews his investment portfolio. For many people, retiring feels like crossing a finish line. You have spent your working years building wealth, and now it’s time to manage and spend that money. By and large, this is true – your financial perspective will change significantly once you no… Continue reading I’m 62 and Retiring Soon. How Should I Structure My Portfolio?

[ad_1] A woman and her husband celebrate after receiving a large financial gift from her parents. Perhaps your daughter recently got married and you want to help her and her husband start their new life. Or maybe they suddenly find themselves in need of financial assistance and turn to you for help. Fortunately, the IRS… Continue reading I Want to Give Money to My Daughter and Son-in-Law. How Much Can I Give Without Triggering Taxes?

[ad_1] A financial planner reviewing with a colleague the requirements for different licenses. Financial planners help clients manage money to reach goals. While certain professionals may need to have a financial planning license, others do not. Whether you’ll need a license to work as a financial planner depends largely on the types of services you… Continue reading What Licenses Do Financial Planners Need to Have in 2024?

[ad_1] Financial advisors working with a marketing firm. A rock-solid marketing plan is instrumental for success as an advisor, but if you lack the time-or the expertise-to create one on your own, you might outsource that task to a professional. Marketing firms for financial advisors can do the heavy lifting of developing a winning strategy… Continue reading How Financial Advisors Can Find a Marketing Firm in 2024