Author: elghoulam

[ad_1] No one is born knowing how to manage money, and unfortunately, our schools don’t do a great job of teaching personal finance. I wish I’d spent more time in school learning about calculating income taxes and how credit card interest works, rather than square dancing and practicing cursive handwriting. Luckily, it’s never too late… Continue reading Want More Money Confidence? Try This

[ad_1] New transgender clients often tell River Nice they didn’t think they could receive services from the wealth management industry, given that so many doors in society remain closed to them.  “It’s not even that they’ve spoken with another advisor or they have not been served well by another advisor,” said Nice, a trans financial… Continue reading How financial advisors can better serve transgender people

[ad_1] “You miss 100% of the shots you don’t take.” This has been attributed to Wayne Gretzky, the famous hockey star. It has applicability for financial advisors too. Let us look at reasons why you should ask for the order even when you feel the answer will be no. Don’t successful advisors always… Continue reading 10 Reasons Advisors Need To Keep Asking For The Order

[ad_1] Heather Robertson Fortner is not a financial advisor but surely understands what makes people tick, which is a big reason for her putting together advisor teams that deliver top-notch results and excellent client experiences. Fortner is CEO and chair of Atlanta-based SignatureFD, which manages nearly $70 billion in client assets. “In our industry, where… Continue reading CEO: To Lead an RIA, ‘You Have to Understand People’

[ad_1] perinjo / Getty Images With December starting, there are a lot of financial matters to wrap up before the end of the year. One of those is RMDs, or required minimum distributions, from tax-deferred retirement accounts that the government makes retired taxpayers withdraw every year. See: 7 Frugal Habits That Rarely Pay Off for… Continue reading 8 Ways To Spend Your Mandatory Required Minimum Distribution Right Now

[ad_1] CORNELIUS, N.C., Dec. 4, 2023 /PRNewswire/ — Alphastar Capital Management, LLC, a leading registered investment advisor (RIA) founded in 2011, is excited to announce the appointment of Paul B. Stetz as its new president. Stetz brings over 30 years of extensive experience in executive leadership, RIA sales, relationship management, business consulting, and mergers and… Continue reading Alphastar Capital Management, LLC Announces Paul B. Stetz as New President

[ad_1] 180 Life Sciences engages financial advisor to explore strategic alternatives  Seeking Alpha [ad_2] Source link