Author: elghoulam

[ad_1] A 77-year-old client told Surya Kolluri one day over lunch that he had plans to reach 123, which would make him the longest-lived human being on record.  “Here’s what I’m eating. Here’s my physical regimen, my financial advisor’s taking care of my money. What do you think?” said the client, a retired school superintendent. … Continue reading Financial advice for clients who want to live longer in retirement

[ad_1] Financial services firm Edward Jones has hired Nannette Grimes as a new financial advisor for the Lewes-area branch office located at 17723 Coastal Highway, Suite 4, Lewes. Edward Jones is a leading financial services firm in the U.S. and through its affiliate in Canada. More than 19,000 Edward Jones financial advisors serve more 8… Continue reading Edward Jones names new financial advisor for Lewes

[ad_1] As we approach the final weeks of 2023, many of us are already beginning to reflect on this past year and how we want to grow in the year ahead. Whether it is in the form of a New Year’s resolution, a “word of the year” or simply a desired shift in perspective,… Continue reading Life And Money: Seven Lessons For 2024

[ad_1] While some look at AI’s rising power and profile and brace for the worst, the next generation of financial advisors seems willing to welcome the technology with open arms. A report released this week by Weston, Massachusetts-based fintech firm Advisor360° found that many younger advisors believe generative AI tools like ChatGPT are poised to… Continue reading Younger financial advisors say generative AI is good for the industry

[ad_1] Morgan Stanley advisor Susan Kingsolver, a 39-year industry veteran, insists on having quarterly meetings with each of her clients. “You find out who’s getting married, who’s having a baby, other life changes, and the things they are going through,” says the New York-based advisor, who manages $2.6 billion with a team of eight. “It’s… Continue reading Morgan Stanley’s Susan Kingsolver: How Deep Relationships Power My $2.6 Billion Practice

[ad_1] via Getty Images Photothek via Getty Images Every single tweet costs nothing and has the potential to reach the entire world. It’s the best lottery ever made. — Naval Ravikant Endless scrolling, cheap dopamine hits, anonymous trolling—it’s easy to criticize social media. What doesn’t make headlines: the ability to connect with millions, generate income,… Continue reading How The Top Financial Accounts On X Turn Posts Into Dollars

[ad_1] By Dinah Wisenberg Brin December 01, 2023 at 12:02 PM The program fees seemed to surpass those investors could get by going to Vanguard directly. Vanguard Group is ending its INVEST for Amex by Vanguard financial advice service for American Express U.S. card members less than two years after announcing the partnership. As ThinkAdvisor… Continue reading Vanguard, Amex Ending INVEST Financial Advice Service

[ad_1] LaSalle St., a family of wealth management firms encompassing an independent broker-dealer and two registered investment advisor platforms based in Chicago, has acquired Horwitz & Associates, a Deerfield, Ill., financial firm with $550 million in client assets. Horwitz & Associates was previously an OSJ under Western International. It will continue to operate… Continue reading LaSalle St. Adds To Network Of Firms