Author: elghoulam

DPL hits $2B in commission-free annuity sales driven by fiduciary advisors – Insurance News

[ad_1] The increasing prevalence of fiduciary business models among financial advisors is proving to be a tailwind for commission-free annuities. DPL Financial Partners, which provides commission-free annuities to 5,500 registered investment advisor firms, announced Tuesday that it had surpassed $2 billion in sales of no-load annuity products. The milestone comes 14 months after the firm… Continue reading DPL hits $2B in commission-free annuity sales driven by fiduciary advisors – Insurance News

Pontera Raises $60 Million to Help US Workers Retire Better

[ad_1] ICONIQ Growth backs fintech’s efforts to expand access to comprehensive wealth management services for 401(k) participants NEW YORK, Dec. 7, 2023 /PRNewswire/ — Pontera, the fintech company enabling 401(k) participants to receive comprehensive wealth management services by personal financial advisors, has secured $60 million in a funding round led by ICONIQ Growth. This investment… Continue reading Pontera Raises $60 Million to Help US Workers Retire Better

I’m a financial planner who puts saving first, but there are 3 things I think are always worth the money

[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. As a financial planner, my priorities are saving and wealth building. But there are times when spending from… Continue reading I’m a financial planner who puts saving first, but there are 3 things I think are always worth the money

Summit Financial Takes Minority Stake in Prostatis Financial Advisors Group

[ad_1] ‘The Savvy Investor’ $310M RIA receives growth infusion from Summit’s custom capital solution including cash monetization, equity, and partnership privileges PARSIPPANY, N.J., December 07, 2023–(BUSINESS WIRE)–Summit Financial Holdings (“Summit”), a top firm for values-driven independent and breakaway advisors, has through its affiliate, Summit Growth Partners, made a strategic investment in Prostatis Financial Advisors Group… Continue reading Summit Financial Takes Minority Stake in Prostatis Financial Advisors Group

Edward Jones-Plainfield adds financial advisor

[ad_1] Edward Jones Financial Advisor Britt Wagner announced today that a financial advisor, Maher Dabbouseh, has joined her office in Plainfield, IL on November 27, 2023. “I am really looking forward to working with Britt,” said Maher. “I’ll have all the advantages of working with an experienced investment professional while getting to know local investors.”… Continue reading Edward Jones-Plainfield adds financial advisor

Picking The Right Advisor Tech For Your Clients

[ad_1] There’s no question that technology and wealth management have become inextricably linked. Investors are increasingly weaving tech tools into their financial journey and looking for advisors to support them by doing the same. But not all technology is especially valued or welcome by today’s affluent investors. What’s more, the acceptance and usage… Continue reading Picking The Right Advisor Tech For Your Clients