Author: elghoulam

[ad_1] ATLANTA – Paul Kwak has been sentenced for a multi-million-dollar fraud scheme related to a COVID relief program. Three co-conspirators were previously sentenced to prison as well. “When the government stepped in to help the millions of Americans suffering economically during the pandemic, some sought an opportunity to exploit the system and enrich themselves,”… Continue reading Northern District of Georgia | Atlanta-based financial advisor sentenced for COVID-relief fraud scheme

[ad_1] Ryan Kent, an Edward Jones financial advisor in Fort Dodge, recently attended the 2023 Forbes/SHOOK Top Advisor Summit held Oct. 2-5 in Las Vegas. The Top Advisor Summit gathers highly successful financial advisors from across the U.S. for three days of learning, sharing and idea-generating, designed to elevate thinking about client needs… Continue reading Local Edward Jones financial advisor attends Forbes 2023 Top Advisor Summit | News, Sports, Jobs

[ad_1] At least 10 more financial advisors have exited Goldman Sachs Personal Financial Management in the wake of the $29 billion AUM unit’s sale to Peter Mallouk’s Creative Planning. A Kestra spokeswoman confirmed that the firm’s Private Wealth Services unit has picked up advisors Lee Swinford, Amber Andregg and Joshua Smith, all former vice presidents at… Continue reading Ten More Advisors Leave Goldman Sachs PFM

[ad_1] As a small business owner, you have your hands full, juggling roles that range from daily operations manager to long-term strategy architect. But have you ever considered adding the role of “Retirement Benefits Planner” to your list? Offering a 401(k) plan not only provides your employees with a way to save for retirement… Continue reading 401(k) for Small Business Owners: The Comprehensive Guide

[ad_1] pathways to financial planning and wealth management. getty The desire to provide others with products or services that solve problems or fulfill needs is what motivates many entrepreneurs to open their own business. But owning a business, if managed correctly, can also serve as a vehicle to build personal wealth, legacy, and retirement income.… Continue reading What Is Business Wealth Management?

[ad_1] Selling a house amid a divorce can make an already-complicated situation even more complex. The need to manage a real estate transaction while also managing your interpersonal conflict is stressful, but sometimes financially necessary. Every couple’s situation will be a little bit different, of course, but if you need to sell the marital house… Continue reading Sell Your House During A Divorce

[ad_1] Rayonier Advanced Materials Inc. announced that it has engaged Houlihan Lokey as its financial advisor to explore the potential sale of its paperboard and high-yield pulp assets located at its Temiscaming site. This strategic move is aligned with RYAM’s commitment to enhancing its operational and financial performance, optimizing its portfolio to align with its… Continue reading Rayonier Advanced Materials Inc. Engages Houlihan Lokey as Financial Advisor -October 13, 2023 at 04:30 pm EDT

[ad_1] Customer apathy toward annuities and life insurance is a perennial challenge for providers. Satisfaction is rising as more clients engage with digital tools and start using life insurance and annuities for financial planning, in addition to such final planning services as death benefits and burial insurance, according to a study released Thursday by J.D.… Continue reading Best & Worst Annuity and Life Insurance Providers: J.D. Power, 2023

[ad_1] Financial advisors and tax professionals can help guide clients concerned about hits to their finances upon marriage by using an array of planning strategies.  “We obviously want to encourage people not to let the tax wag the dog,” said Liting Chuang, a certified public accountant who’s the director of tax planning for Menlo Park,… Continue reading 17 tax tips when planning for the marriage penalty