Author: elghoulam

LPL Takes 20% Stake in Independent Advisor Alliance

[ad_1] By John Manganaro December 21, 2023 at 03:23 PM The backing will help to elevate advisor services and support without jeopardizing IAA’s independence, its CEO says. LPL Financial has taken a 20% ownership stake in Independent Advisor Alliance, marking LPL’s fourth such minority investment. Founded in 2013 in Charlotte, North Carolina, IAA bills itself… Continue reading LPL Takes 20% Stake in Independent Advisor Alliance

U.S. Department of Labor sues Norco owner, financial advisory firm

[ad_1] The federal government filed suit against a Boise-grown medical equipment company over allegations of an overvalued stock sale that enriched the company’s owners at the expense of the employees. At the end of November, Acting Department of Labor Secretary Julie Su filed suit against Norco, Inc., then-owner James Kissler, North Dakota-based financial planning firm… Continue reading U.S. Department of Labor sues Norco owner, financial advisory firm

A Wealth Of Financial Advice And Planning Services

[ad_1] Nicholas Amodio The trick with handling money and finances is: You don’t know what you don’t know. And life can be tough and busy enough in the present without having to constantly worry about planning for the future. This is when consulting with a financial professional like Nicholas Amodio, founder of Amodio Wealth Advisors,… Continue reading A Wealth Of Financial Advice And Planning Services

7 Must-Dos To Manage Your Finances At Any Age

[ad_1] Managing your finances may seem like a daunting and complex task, but it doesn’t have to be, especially when you’re working with the right financial advisor.  Financial advisors can help manage your finances, juggle tax implications when it comes to investments, strategize reaching your retirement goals and pay down debt, among many other priorities. … Continue reading 7 Must-Dos To Manage Your Finances At Any Age

Why Financial Advisors Need to Embrace Empathy When Working With Clients

[ad_1] A few years ago I took on a new client, a woman whose husband had recently died from an illness at age 60. Before his death, the widow told me, he had received a large government pension that supported both of their lifestyles. The husband had taken care of the finances and investing in… Continue reading Why Financial Advisors Need to Embrace Empathy When Working With Clients

This Is Where Americans Get Their Financial Advice

[ad_1] By Michael S. Fischer December 21, 2023 at 03:37 PM Advice seekers looked to a number of sources for money knowledge in 2023, a Bankrate survey finds. Fifty-seven percent of Americans have sought financial advice in 2023, and where they looked for it differed by age and income, according to survey results that Bankrate… Continue reading This Is Where Americans Get Their Financial Advice

Cetera Welcomes $112 Million AUA Advisor to Cetera Advisor Networks

[ad_1] Peter Bell joins Summit Financial Networks via LPL Financial LLC SAN DIEGO, Dec. 21, 2023 /PRNewswire/ — Cetera Financial Group (Cetera), the premier financial advisor Wealth Hub, announced that Peter Bell, CFP** has joined Cetera Advisor Networks via Summit Financial Networks. Bell provides comprehensive financial planning and investment advice to clients and had almost $112 million in… Continue reading Cetera Welcomes $112 Million AUA Advisor to Cetera Advisor Networks