Author: elghoulam

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

American’s NDC Move Is Simply Looking Out for Own Financial Self-Interest

[ad_1] The battle between the American Society of Travel Advisors (ASTA) and American Airlines continued this week as ASTA hit back at American’s latest response to the DOT. In a message this week, ASTA accused American of “intentionally misrepresenting” its position on NDC. ASTA said that American’s ultimate goal is to “do away with intermediated… Continue reading American’s NDC Move Is Simply Looking Out for Own Financial Self-Interest

What Is a Financial Consultant, and What Do They Do?

[ad_1] Our experts choose the best products and services to help make smart decisions with your money (here’s how). In some cases, we receive a commission from our partners; however, our opinions are our own. Terms apply to offers listed on this page. Financial consultants provide expert advice on a wide range of topics, like… Continue reading What Is a Financial Consultant, and What Do They Do?

Merit Financial Advisors Partners with ClearBridge Wealth Management to Expand Presence in Atlanta

[ad_1] ATLANTA, Dec. 6, 2023 /PRNewswire/ — Merit Financial Advisors (“Merit”), a Georgia-based financial advisory firm that specializes in financial planning and wealth management solutions for high-net-worth individuals and families and those navigating life transitions, announced today it has acquired ClearBridge Wealth Management (“ClearBridge”). The firm, based in Atlanta, Georgia, will expand Merit’s existing presence… Continue reading Merit Financial Advisors Partners with ClearBridge Wealth Management to Expand Presence in Atlanta

From Riches To Rags

[ad_1] Once the champagne bottles are popped and the excitement of signing a multi-million-dollar pro-ball contract sets in, athletes have traditionally been left to their own devices to manage their money, often when they’re fresh out of college with little or no financial literacy or expertise to back them up. The results can… Continue reading From Riches To Rags

Denver Financial Advisor Faces More Charges From Former Friends

[ad_1] The ongoing fraud case against Jason “Jay” Lobins, a Denver investment fund manager accused of stealing hundreds of thousands of dollars from close friends and intimate partners, has escalated, with new criminal charges and more victims alleging fraud, theft and abuse. The 46-year-old military veteran and advocate was first accused in 2020 of defrauding… Continue reading Denver Financial Advisor Faces More Charges From Former Friends

How to prepare for shifting interest rates: 3 financial strategies

[ad_1] The Fed could begin to cut interest rates in 2024 after 18 months of hikes, experts say, so it’s important to take advantage of financial products that benefit from high interest rates while you can. “A lot of people are leaving free money on the sidewalk when they walk by,” said Stacy Francis, a… Continue reading How to prepare for shifting interest rates: 3 financial strategies