Author: elghoulam

We’re AI optimists when it comes to financial advice — here’s why

[ad_1] “The future is already here.” That quote from essayist and sci-fi novelist William Gibson rings true regarding artificial intelligence in the financial advice industry. Many manifestations of AI are already empowering advisors and ushering in a profound, transformative impact on client engagement and the digital experience.  Andrew Altfest, CEO and founder of FP Alpha… Continue reading We’re AI optimists when it comes to financial advice — here’s why

SusGlobal Energy Corp. Signs Financial Advisory Agreement with Oak Hill Asset Management Inc.

[ad_1] Toronto, Ontario–(Newsfile Corp. – December 14, 2023) – SusGlobal Energy Corp. (OTCQB: SNRG) (“SusGlobal,” the “Company,” or the “Issuer“), a leading player in the waste-to-energy and regenerative products sector, is pleased to announce an advisory and distribution agreement with Oak Hill Asset Management Inc., (“Oak Hill“), a prominent Toronto-based financial advisory firm with a… Continue reading SusGlobal Energy Corp. Signs Financial Advisory Agreement with Oak Hill Asset Management Inc.

Does a Financial Advisor Need to Look at My Entire Portfolio?

[ad_1] Ask an Advisor: Does a Financial Advisor Need to Look at My Entire Portfolio? Is it possible to have someone advise me on only part of my portfolio and does that make sense? -Marda It really depends on both what you’re trying to achieve and what your financial advisor is willing to accommodate. In… Continue reading Does a Financial Advisor Need to Look at My Entire Portfolio?

Selfie biometrics firms sign up telecoms, financial advisors and online marketplaces

[ad_1] Several telecom companies have announced they will use Accura Scan for KYC, while, “robo advisor” InbestMe has signed on to use Onfido’s ID verification. Signzy and Confirm are also targeting online marketplaces to make transactions more secure. Accura Scan for faster telecom customer onboarding India-based biometric ID verification provider Accura Scan has announced Kuwait… Continue reading Selfie biometrics firms sign up telecoms, financial advisors and online marketplaces

BFG Financial Advisors names Nebel first female president

[ad_1] Listen to this article BFG Financial Advisors, a financial services firm in Timonium, has promoted Lena M. Nebel, CFP, MSFS, to president and chief operating officer, the first female president in the firm’s 20-year history. Lena M. Nebel Nebel joined BFG Financial Advisors in 2018 after nearly two decades of experience in the financial… Continue reading BFG Financial Advisors names Nebel first female president

A financial planner outlines 4 New Year’s resolutions about money that never work, and how to set more realistic goals instead

[ad_1] Our experts answer readers’ banking questions and write unbiased product reviews (here’s how we assess banking products). In some cases, we receive a commission from our partners; however, our opinions are our own. Terms apply to offers listed on this page. Instead of making vague new years resolutions, break down large financial goals into… Continue reading A financial planner outlines 4 New Year’s resolutions about money that never work, and how to set more realistic goals instead

Ask an advisor: How to advise clients through a soft landing

[ad_1] Welcome back to “Ask an Advisor,” the advice column where real financial professionals answer questions from real people. The topic can be anything in the world of finance, from retirement to taxes to wealth management — or even advice on advising. Today’s question belongs to that last category. In this column, we’ve written many… Continue reading Ask an advisor: How to advise clients through a soft landing