Author: elghoulam

[ad_1] Ziegler, a specialty investment bank, is pleased to announce its role as exclusive financial advisor to Opal Senior Living on obtaining financing for the acquisition of a 72-unit assisted living and memory care community located in Wisconsin. CHICAGO, Dec. 8, 2023 /PRNewswire-PRWeb/ — Ziegler, a specialty investment bank, is pleased to announce its role… Continue reading Ziegler Advises Opal Senior Living on its Financing For Acquisition Of St. Elizabeth Manor

[ad_1] Elite Consulting Partners, a financial services transition and business consulting firm, has acquired Advisor Successions LLC, a consulting firm specializing in acquisition and succession planning needs for financial advisors, registered representatives, and registered investment advisors. Founded in 2012 and based in Port Jefferson, New York, Advisor Successions provides services in deal support and structuring,… Continue reading Elite Consulting Partners acquires Advisor Successions

[ad_1] Key Takeaways Inflation squeezed household budgets in 2023, pushing 35% of respondents to a survey conducted by Fidelity Investments to report they are in worse financial shape than they were this time last year. Most respondents said they expected to have a better financial year in 2024 and have a plan to do so.… Continue reading Two Out of Three Expect to Have a Better Financial Year in 2024, Fidelity Survey Shows

[ad_1] Just like in any industry, there are great financial advisors and there are some really horrible ones. Some complaints against financial advisors are hard to believe. However, learning about some of them will help you spot financial advisors that pop up in your search who are in the business to help themselves at any cost… Continue reading Top 6 Complaints About Financial Advisors

[ad_1] Sponsored Content by Johnson Brunetti Retirement & Investment Specialists 38 mins ago NEW HAVEN, Conn. (WTNH) — Connecticut’s Morning Buzz Reporter Jillian Andrews welcomes Money Wisdom, sponsored by Johnson Brunetti. We’re teaching you smart ways to manage your money, and here with expert advice is Eric Hogarth, CFP® and Senior Partner at Johnson Brunetti… Continue reading How to Choose the Right Financial Advisor

[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. While the market is doing well, take some time to revisit your goals and your portfolio. Consider rebalancing… Continue reading 5 Tips From a Financial Planner While the Stock Market Is on the Rise

[ad_1] Financial advisor and columnist Michele Cagan I have a 401(k) with $120,000 in it. I’m 74 and getting the required minimum distribution at the end of each year. Do I need a retirement planner to help handle the withdrawal?  – Susan While technically you don’t need a financial advisor to handle your retirement account… Continue reading I’m 74 With $120k in My 401(k). Should I Get a Financial Planner to Help With RMDs?

[ad_1] 2024 is just around the corner, and change is in the air.  In addition to an election season that could upend regulations of the financial services industry, FINRA will likely fight on to justify its existence, interest rates may finally come down, the tidal wave of AI will continue rushing into advisors’ practices and… Continue reading 24 people who will change wealth management in 2024