Author: elghoulam

[ad_1] alfexe / Getty Images/iStockphoto It takes discipline to save up $15,000. But it only takes a few poor decisions to lose that $15,000 forever. I’m a Financial Advisor: Here’s the No. 1 Piece of Advice I Would Give My Younger SelfFind Out: 3 Things You Must Do When Your Savings Reach $50,000 When saving… Continue reading Here Are the 6 Worst Ways To Spend $15,000

[ad_1] PROVIDENCE, R.I., Dec. 20, 2023 /PRNewswire/ — Wealthbox, the highest-rated CRM software for financial advisors, today announces its continued No. 1 ranking for Financial Services CRM Software in ten G2 2024 Winter Report segments. In addition to being placed as a “Leader” overall and beating out competitors such as Salesforce and Redtail CRM, Wealthbox… Continue reading Wealthbox Earns #1 CRM Software Ratings Among Financial Advisors in G2 Reviews

[ad_1] A financial advisor in West New York has been found guilty of defrauding public health insurance plans of over $4 million. Kaival Patel, 54, was convicted on multiple charges including wire and healthcare fraud, conspiracy, and money laundering after an 11-day trial. Patel was accused of orchestrating an elaborate healthcare fraud scheme that targeted… Continue reading Financial Advisor Convicted of Massive Healthcare Fraud Scheme

[ad_1] Our experts answer readers’ investing questions and write unbiased product reviews (here’s how we assess investing products). Paid non-client promotion: In some cases, we receive a commission from our partners. Our opinions are always our own. Ameriprise Financial Investments Learn more On Ameriprise Financial Services’s website Insider’s Rating A five pointed star A five… Continue reading Ameriprise Financial Services Review 2024

[ad_1] Before you know it, 2023 will be a thing of the past.  That means advisors looking to gain the competitive edge in the new year need to understand what trends will push the industry forward over the next 12 months.  This week, wealthtech company Envestnet released new research from its market intelligence team to… Continue reading 5 financial advisor trends to watch in 2024

[ad_1] It’s been a long, tough year for wealth management, and we could all use a laugh. Fortunately, financial advisors have supplied the jokes. Financial Planning has conducted a scientific survey of financial humor from across the country, analyzed the data and distilled a sampling of the industry’s finest riddles, stories and even a Destiny’s… Continue reading The 6 funniest wealth management jokes of the year