[ad_1] 7IM has acquired financial planning and advice business Amicus Wealth, for an undisclosed sum. The deal sees London-based Amicus Wealth add £1bn in assets under management (AUM) to 7IM, creating a total of £22bn in AUM. Amicus Wealth will continue to operate as an independent company to 7IM, led by existing managing director and… Continue reading 7IM snaps up financial planner Amicus Wealth
Author: elghoulam
On the Move: UBS Welcomes New Financial Advisor Team to Irvine Office
[ad_1] Steve Nassau INVESTMENT BANKING UBS is proud to welcome Financial Advisor Steve Nassau and Senior Registered Client Associate Kristin Landis to the firm’s Orange County/Irvine office. Nassau joins UBS as Senior Vice President with over four decades of experience working in the wealth management industry, after earning his Bachelor of Science degree in Accounting… Continue reading On the Move: UBS Welcomes New Financial Advisor Team to Irvine Office
Investor Sentiment Rises Further Following November Jobs Report – MSN
[ad_1] Investor Sentiment Rises Further Following November Jobs Report MSN [ad_2] Source link
Financial Advisor Training Institute Launches New Website
[ad_1] Financial Advisor Training Institute has launched a new website with updated branding and user experience focused on educating prospective new students “The redesign aims to be modern, aesthetically pleasing, yet straightforward and intuitive for prospective applicants.” — Aidan Eaton BLOOMFIELD HILLS, MI, US, December 11, 2023 /EINPresswire.com/ — WiT Group is proud to announce… Continue reading Financial Advisor Training Institute Launches New Website
‘Am I Too Late?’ I’m 68, Have No Investments and Only Have $60K Saved
[ad_1] Ask an Advisor: ‘Am I Too Late?’ I’m 68, Have No Investments and Only Have $60K Saved At 68, I do not have any investments of any kind. My $80,000 condo is paid off, and I have $60,000 saved. Am I too late? -Bernhard It’s never too late to start investing and managing your… Continue reading ‘Am I Too Late?’ I’m 68, Have No Investments and Only Have $60K Saved
Best Places To Rollover Your 401(k) In December 2023
[ad_1] If you have a 401(k) account and recently left your job or were laid off, you might be wondering what to do with your retirement investments. But even if you’ve left your employer some time ago and still have a retirement account there, you have several options when it comes to finding the best… Continue reading Best Places To Rollover Your 401(k) In December 2023
Australia to Simplify Financial Advice Rules
[ad_1] Osvaldo is a Suitability & Wealth Management SME for NICE Actimize. Prior to joining NICE, he was a Financial Consultant with Fidelity Investments, where he helped retail and HNWI clients define their financial goals and provided them with financial planning concepts and solutions to meet those goals. Before Fidelity, Osvaldo served around ten years… Continue reading Australia to Simplify Financial Advice Rules
Financial Advisor Guide to Initial Coin Offerings (ICOs)
[ad_1] Initial coin offerings (ICOs) are a fundraising model for startups and crypto projects. These ventures raise capital by issuing digital tokens or coins in exchange for cryptocurrency investments. ICOs remain highly speculative, and many operate beyond regulatory oversight. As an investment advisor, it is crucial to have a solid understanding of how ICOs function,… Continue reading Financial Advisor Guide to Initial Coin Offerings (ICOs)
Santa Maria investment advisor, SEC reach deal in $2.25M alleged elder fraud scheme | Crime and Courts
[ad_1] A Santa Maria-area investment advisor has reached a deal with federal regulators in a $2.25 million civil fraud she’s accused of committing, agreeing to pay back money she allegedly misappropriated from elderly female clients who put her in control of their finances, according to court documents filed on Wednesday. In a consent judgment filed… Continue reading Santa Maria investment advisor, SEC reach deal in $2.25M alleged elder fraud scheme | Crime and Courts
I Have $30,000 to Invest. Will a Financial Advisor Work With Me?
[ad_1] Susannah Snider, CFP I am a retired veteran with no retirement accounts and I want to start investing with $30,000. I’d like some investing advice, but I’m finding advisors have minimum investment requirements, and I’m hesitant to work with a robo-advisor. Can you steer me in the right direction? – Anonymous The standard advice… Continue reading I Have $30,000 to Invest. Will a Financial Advisor Work With Me?