Author: elghoulam

J.P. Morgan’s Jordan Mayer: The Straight Shooter Behind an $8.2 Billion Practice

[ad_1] J.P. Morgan Wealth Management financial advisor Jordan Mayer rarely loses clients: His New York-based team, which manages more than $8.2 billion for nearly 200 households, has retained 95% of its clients over the past five years. A big reason why is that Mayer and his team of 11 communicate realistic expectations for investment returns.… Continue reading J.P. Morgan’s Jordan Mayer: The Straight Shooter Behind an $8.2 Billion Practice

Advice for financial advisors to grow their wealth management business

[ad_1] Enjoy complimentary access to top ideas and insights — selected by our editors. In an era of increased competition, wealth management firms are often looking for ways to stand out from and above their peers, as well as improve their own financial standing. Tax services, one of the areas in which financial advisors can… Continue reading Advice for financial advisors to grow their wealth management business

Unlocking the Needs of Today’s Affluent Investors, and Opportunities in Each Generation, for Advisors

[ad_1] National Study Provides Insights for Financial Advisors on the Divergent Mindsets, Concerns, and Preferences of Affluent American Investors Across Generations BERWYN, Pa., Dec. 6, 2023 /PRNewswire/ — In an effort to unlock the intricacies of the affluent investor’s mindset by generation, Envestnet, a leading provider of integrated technology, intelligent data, and wealth solutions, and The… Continue reading Unlocking the Needs of Today’s Affluent Investors, and Opportunities in Each Generation, for Advisors

My fiancé got a $300,000 inheritance, and he needs a financial adviser, but I worry he’ll be taken advantage of. What’s my move?

[ad_1] Question: My fiancé has received a little over $300,000 from an inheritance. He needs a financial adviser or someone that can point him in the right direction on how to handle that kind of money. I see him being a little too free with it and being taken advantage of. What type of adviser… Continue reading My fiancé got a $300,000 inheritance, and he needs a financial adviser, but I worry he’ll be taken advantage of. What’s my move?

7 signs you need to see a financial planner right now

[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. We all love to DIY, but there are certain times when seeking professional financial help is wise. If… Continue reading 7 signs you need to see a financial planner right now

I Have $680K in a 401(k), a Monthly Pension of $1,600 and Another $150K in Cash. Can I Retire at 62?

[ad_1] Financial advisor and columnist Matt Becker I currently have $680,000 in a 401(k), $150,000 in savings and a pension of $1,600 per month. Can I retire at age 62? – Hieu This is a good question and the answer depends primarily on what your expenses are and how much you will collect from Social… Continue reading I Have $680K in a 401(k), a Monthly Pension of $1,600 and Another $150K in Cash. Can I Retire at 62?

David B. Hurwitz Received 2023 Five Star Wealth Manager Award

[ad_1] BETHESDA, MD / ACCESSWIRE / December 8, 2023 / David B. Hurwitz, CFP�, CRPC”, CRPS®, RICP®, APMA®, BFA”, a Private Wealth Advisor with Ameriprise Financial, has been named a recipient of the 2023 Five Star Wealth Manager award by Five Star Professional. The award goes to less than 7% of the wealth managers in… Continue reading David B. Hurwitz Received 2023 Five Star Wealth Manager Award