Author: elghoulam

[ad_1] The Vanguard Group has promoted Amma Boateng to head its financial adviser services division, the firm announced Tuesday. Boateng will replace the outgoing Tom Rampulla, who will retire as managing director and head of the asset manager’s Financial Advisor Services group. Boateng, currently head of the broker/dealer channel within the division, will take the… Continue reading Vanguard Names New Head of Financial Adviser Division

[ad_1] Tom Rampulla, managing director and head of Vanguard’s Financial Advisor Services (FAS) division, is retiring after 35 years at the firm, the asset manager announced Tuesday.  Effective January 1, 2024, Amma Boateng will become the head of the division. Boateng is currently the head of the broker-dealer channel within FAS. Prior to her current… Continue reading Vanguard’s head of financial advisor services to retire

[ad_1] Expands Aon’s presence in large and fast-growing middle-market segment, with opportunity to enhance distribution through the firm’s Aon Business Services platform to deliver more value to clients Brings together two cultures with a shared commitment to client excellence, colleague opportunity and a one-firm mindset NFP will operate as an independent but connected platform, going… Continue reading Aon to acquire NFP, a leading middle-market provider of risk, benefits, wealth and retirement plan advisory solutions

[ad_1] Supatman / Getty Images AI tools like ChatGPT get a little bit more effective every day, many of them learning as they go. If you’ve got dreams of becoming a millionaire, you may be able to use ChatGPT as a kind of virtual mentor, aiding and assisting you on that path. See More: ChatGPT… Continue reading How To Use ChatGPT as a Virtual Mentor To Become a Millionaire

[ad_1] Rawpixel Ltd / iStock.com You want to leave your loved ones with assets that will enrich their lives. However, not all assets are created equal. Investors: 11 Uncommon Investments That Can Actually Make You a Lot of MoneyFind Out: What To Do If You Owe Back Taxes to the IRS Despite your best intentions,… Continue reading Avoid Leaving These 12 Assets to Your Heirs

[ad_1] More than half of Americans (57 percent) sought out financial advice in 2023, and their top resource may surprise you, according to a new Bankrate survey. Friends and family topped the “go-to” list, with 47 percent of those seeking advice saying they tapped these sources for information. Popular sources of information differed strongly by… Continue reading Here’s The Top Place Americans Get Financial Advice – Even Young Americans

[ad_1] ATLANTA, Dec. 21, 2023 /PRNewswire/ — Hoffman Financial Group, a distinguished name in the premier financial planning services world, proudly announces its prestigious designation as the Official Financial Advisor of Brock Bowers, the star tight end of the Georgia Bulldogs®. This collaboration forms a powerful alliance between a premier financial firm and an exceptional athlete,… Continue reading Hoffman Financial Group Named Official Financial Advisor of Georgia Bulldogs’ Star, Brock Bowers

[ad_1] (NewsUSA) – The designation “GenNext” represents adults ages 18-34, the life stage often referred to as “emerging adulthood,” and refers to the next generation of workers, heads of households, consumers, and investors with significant decisions to make about their future. Many in this group are optimistic, despite experiencing personal and professional challenges wrought by… Continue reading Emerging Adults Stay Positive Despite Financial and Social Pressures | Money & Finance