Top Financial Scams in India for 2023 – Forbes Advisor INDIA

[ad_1] In the fiscal year 2023, the Reserve Bank of India (RBI) documented bank frauds exceeding 302.5 billion rupees, equivalent to INR 30,000 cr. While this marked a decrease from the 1.3 trillion rupees reported in 2021, signifying a reversal in the trend of escalating bank frauds in India over the past decade, both in… Continue reading Top Financial Scams in India for 2023 – Forbes Advisor INDIA

Vanguard’s Rampulla to Retire. Firm Taps New Leader for Advisor Services.

[ad_1] Tom Rampulla, managing director and head of Vanguard’s Financial Advisor Services division, is retiring after 35 years at the company.  Vanguard said it will promote Amma Boateng to lead the unit and join the company’s senior leadership team on Jan. 1. Boateng is currently head of the broker-dealer channel within Financial Advisor Services (FAS). … Continue reading Vanguard’s Rampulla to Retire. Firm Taps New Leader for Advisor Services.

Weinheimer Wealth Management Joins Exencial Wealth Advisors

[ad_1] Exencial Wealth Advisors, an Oklahoma City-based registered investment advisor managing more than $5 billion in assets for around 4,600 clients, announced the third acquisition in its 20-year history. The addition of Weinheimer Wealth Management in Austin, Texas, brings a team of nine and around $500 million in managed assets to Exencial. Previously offering advice… Continue reading Weinheimer Wealth Management Joins Exencial Wealth Advisors

Ypsi financial planning business serves athletes and entertainers, gives back to community

[ad_1] Money isn’t always easy to make or to save, especially in a time when finding work is challenging and expenses like rent and groceries have increased significantly. When it’s difficult to save and build finances, a financial advisor could come in handy to aid in learning about investing to build wealth, or crafting a… Continue reading Ypsi financial planning business serves athletes and entertainers, gives back to community

Avoid tapping into retirement savings early – Sterling Journal-Advocate

[ad_1] Ann Bowey For the Journal-Advocate If you want to make a big purchase, such as a new car or a piece of property, or you were faced with a large, unexpected expense, such as a major home or auto repair, would you have the funds readily available? If not, you might look at what… Continue reading Avoid tapping into retirement savings early – Sterling Journal-Advocate

Vanguard’s Head of Financial Advisor Services to Retire

[ad_1] Tom Rampulla, head of the Financial Advisor Services division at Vanguard, will retire after a 35-year career at the fund giant. Vanguard has named Amma Boateng, who currently leads the broker/dealer channel within that division, as his replacement. The change takes effect Jan. 1. Boateng will be responsible for business unit strategy as well… Continue reading Vanguard’s Head of Financial Advisor Services to Retire