Author: elghoulam

[ad_1] David Turner (left) presents a check to East Limestone Volunteer Fire Department Chief Tony Kirk. ELVFD received a $1,500 COUNTRY Financial Operation Helping Heroes Donation from Turner on Wednesday, Dec. 13. Operation Helping Heroes allows Country Financial to help take care of those who take care of others.  [ad_2] Source link

[ad_1] As generative AI changes the face of the workplace, financial advisors are adopting the revolutionary technology rapidly, with 8 out of 10 advisors surveyed by MDRT saying they use it for at least one professional purpose. Male advisors (85.9%) and advisors ages 18-44 (90.2%) are more likely to leverage generative AI than female advisors… Continue reading MDRT finds financial advisors quick to adopt generative AI – Insurance News

[ad_1] https://www.brproud.com/wp-content/uploads/sites/80/2023/12/MT-FIDUCIARY-FOX.mp4 Certified financial planner, Chad Olivier, discusses what it means to be a fiduciary and why it’s important when establishing a relationship with a financial advisor. [ad_2] Source link

[ad_1] Living paycheck to paycheck during the holidays can make a person feel like the overworked, underpaid Bob Cratchit in “A Christmas Carol.” When times are tight, financial stress can temper or even stamp out holiday joy. Unfortunately, it’s a situation many people find themselves in this year. In a recent GOBankingRates survey of 1,039… Continue reading I’m a Financial Advisor: 6 Tips To Get Through the Holidays If You’re Living Paycheck to Paycheck

[ad_1] We have four full-time employees. We’re very small. When I started the firm in 2003, I never wanted to be a giant. I wanted to provide best-in-class service and advice. I was willing to invest significantly in technology so we could serve clients with excellence but with fewer bodies. We all have the same… Continue reading What’s In My Wealthstack: Technology As A Force Multiplier

[ad_1] By Allison Bell December 13, 2023 at 03:16 PM The financial professional and a pharmacist secured $4 million in extra benefits payments, the U.S. attorney argued. A jury at a federal court in Camden, New Jersey, last week found that a former investment advisor worked with a physician and others to defraud state and local public employee… Continue reading Ex-Wells Fargo Advisor Defrauded Health Plans, Jury Finds

[ad_1] Question: I have lost over $200,000 through mismanagement of my retirement fund by a financial adviser. I am a single female and did have plenty of funds to retire on, but now at 75, I have had to go back to part-time work. Fortunately, I own my home outright and refused to sell it… Continue reading I had a cushy retirement fund, but my adviser screwed up, and at 75, I have to go back to work

[ad_1] Written by Jack Mason-Brown, Chartered Financial Advisor at Mason-Brown Financial Planning Embarking on the journey from being an employee to becoming a self-employed financial planner has already been a transformative experience filled with challenges, learning opportunities, and the satisfaction of pursuing a passion. In this article, I share my personal journey, shedding light on… Continue reading Transitioning from Employment to Entrepreneurship: My Voyage into Self-Employed Financial Planning 

[ad_1] A financial adviser is not solely a resource for the ultra-wealthy. Financial advisers play a pivotal role in guiding people from diverse financial backgrounds toward their monetary objectives. Whether you’re self-employed, navigating the complexities of retirement planning or simply seeking assistance with managing your finances, a financial adviser can be a valuable asset. Don’t… Continue reading How To Find The Best Financial Adviser For Your Money Needs