Author: elghoulam

[ad_1] “Market Advisory Group is a paid advertiser of Kansas City Spotlight and is responsible for this content.” Market Advisory Group’s Julie Newton is here to answer your financial questions. As a financial advisor, she works with clients to craft the best retirement plan for their specific needs. Submit your question at AskOurAdvisor.com. [ad_2] Source… Continue reading Managing your inherited IRA

[ad_1] One of the biggest names in American banking is virtually unheard-of in financial advisor circles, but it’s quietly working to change that.  Pittsburgh-based PNC Financial Services Group, the sixth-largest bank in the U.S. by assets according to the latest FDIC ranking, made a number of moves in 2023 to bolster its wealth management game.… Continue reading How a mentoring program fuels PNC’s wealth ambitions

[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. The best robo-advisors have low fees, copious portfolio options, flexible account types, and easily accessible customer service. You… Continue reading Best Robo-Advisors of December 2023

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[ad_1] The retirement market presents an “underappreciated” growth opportunity for advisors who are not necessarily retirement specialists, according to a new study that looks at key trends shaping the future of financial advice in 2024. Drawn from research published by Envestnet’s Market Intelligence Team, including an analysis of market data, third-party research, as well as… Continue reading Retirement Plan Market Seen as a Growing Opportunity for Advisors

[ad_1] TROY — It’s crunch time for holiday shopping, and if your list is longer than your budget, you may be looking into buy now, pay later options. According to Adobe Analytics, the popularity of buy now, pay later has skyrocketed, but it may not be the tool you want to use. >>RELATED: ‘Acting more… Continue reading ‘Be careful;’ Financial advisor warns of excessive use of buy now, pay later during holidays – WHIO TV 7 and WHIO Radio

[ad_1] Catherine Falls Commercial | Moment | Getty Images Investors who own certain retirement accounts — like pretax individual retirement accounts and 401(k)s — must take “required minimum distributions,” or RMDs, after reaching a certain age. Basically, they need to withdraw a minimum amount of money from those accounts or risk a tax penalty. That… Continue reading 3 year-end investment tax tips from top-ranked financial advisors

[ad_1] PASADENA, Texas – A financial administrator who embezzled more than $1 million from the Pasadena Chamber of Commerce pleaded guilty and was sentenced to 15 years in prison, Harris County District Attorney Kim Ogg announced Tuesday. Jamie Huffar, 47, pleaded guilty Friday to two first-degree felonies, including theft and forgery, for stealing over $1… Continue reading Financial advisor who embezzled more than $1M from Pasadena Chamber of Commerce for plastic surgery, trips gets 15 years

[ad_1] Options 101: The Beginner’s Guide Want to become an options master? In his free report, options expert Nic Chahine will give you access to the four bulletproof tips for beginners, the secret to scoring 411% gains with options, and his time-tested “plan” for success. Grab your free copy of Options 101: The Beginner’s Guide… Continue reading Sheaff Brock Lands A Top Ten Spot In CNBC’s FA 100 Ranking

[ad_1] Vanguard said Tuesday that its long-time financial advisor services division head Tom Rampulla will retire at the beginning of 2024. His role will be taken on by Amma Boateng, the current head of the broker-dealer channel within the advisor services group. The changes to Vanguard’s senior leadership team are effective Jan. 1, 2024. In… Continue reading Vanguard Names New Head of Advisor Services Unit