Author: elghoulam

[ad_1] Advisor with 25 years’ experience joins BAR Financial from Cambridge Investment Research, Inc. LOS ANGELES, Dec. 7, 2023 /PRNewswire/ — Cetera Financial Group (Cetera), the premier financial advisor Wealth Hub, announced today that Kathryn Duclo, LUTCF, has joined Cetera Advisor Networks via BAR Financial, LLC. Based outside San Francisco, Calif., Duclo is an experienced financial advisor… Continue reading Kathryn Duclo joins Cetera Advisor Networks

[ad_1] therapist, meeting to talk money matters. A young man and woman talking with a counsellor getty Financial therapy is an emerging field that sits at the intersection of mental health and personal finance. According to the Financial Therapy Association it is “A process informed by both therapeutic and financial competencies that helps people think,… Continue reading Expert Advice From 3 Financial Therapist On What Makes A Good Financial Therapist

[ad_1] What is driving the notable surge in interest in AI among investors? For financial expert and partner at investment firm SQ Capital, Ivan Jurisic, there is an increasing inclination of startups to either incorporate AI into their products or undergo complete pivots to align with the prevailing AI wave. In turn, this alerts investors… Continue reading SQ Capital’s Ivan Jurisic on Decoding the AI Investment Maze

[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

[ad_1] Industry thought leaders at T3 and Oasis Group partner with Sora Finance, paving the way for financial advisors as they navigate today’s complex liability landscape for HNW and UHNW clients SAN FRANCISCO, Dec. 6, 2023 /PRNewswire/ — Sora Finance, an easy-to-use decision-support software that helps wealth managers and financial advisors visualize, analyze, and act… Continue reading New Paper on Liability Management Shows Financial Advisors How to Optimize Client Wealth

[ad_1] Are you thinking about how to get your financial situation organized and optimized for retirement, but aren’t sure how to begin? Or maybe you have a handle on your investments and feel confident that you’ve saved enough, but you want a second opinion when it comes to withdrawal rates, tax consequences and other decisions.… Continue reading The best financial advisors December 2023