[ad_1] After an investigation by the SEC, local financial advisor Julie Darrah has agreed to pay back the millions of dollars she misappropriated from her clients. According to court documents filed Wednesday, Darrah reached a deal with the U.S. Securities and Exchange Commission and will pay back any “ill-gotten” gains she embezzled from clients she… Continue reading Santa Maria woman to repay financial clients millions in misappropriated funds
Author: elghoulam
Raymond James nabs California advisor from Morgan Stanley – InvestmentNews
[ad_1] Raymond James nabs California advisor from Morgan Stanley InvestmentNews [ad_2] Source link
Northwestern Mutual launches Market Pathway model portfolios, broadening access to professionally advised offerings
[ad_1] Younger investors can now more easily begin relationships with financial advisors MILWAUKEE, Nov. 30, 2023 /PRNewswire/ — Northwestern Mutual announced the expansion of its professionally managed investment offerings with the launch of Signature Portfolios Market Pathway models, which require a minimum investment of only $5,000 – providing greater access to advised solutions for a… Continue reading Northwestern Mutual launches Market Pathway model portfolios, broadening access to professionally advised offerings
How to gain confidence in your retirement strategy
[ad_1] When you stop working for a living and have to rely on your savings to fund your retirement, it can be stressful. No longer do you have the safety of your next paycheck to tide you over. You’ll need to have your finances for the next couple decades (or more) already figured out. And… Continue reading How to gain confidence in your retirement strategy
After Dave Ramsey unleashes on 4% rule, advisors unleash on him – InvestmentNews
[ad_1] After Dave Ramsey unleashes on 4% rule, advisors unleash on him InvestmentNews [ad_2] Source link
Cerulli Study Finds 63% Of Investors Willing To Pay For Advice
[ad_1] The percentage of Americans willing to pay for financial advice has increased to 63% in 2022 from just 38% in 2009, according to a new Cerulli report. The survey respondents consisted of households with more than $250,000 in investible assets and households with at least $125,000 in income that are headed by… Continue reading Cerulli Study Finds 63% Of Investors Willing To Pay For Advice
CD&R Completes Acquisition of Veritiv Corporation
[ad_1] Veritiv Corporation, a leading distributor of packaging, facility solutions, and print products, today announced that an affiliate of Clayton, Dubilier & Rice, LLC (CD&R) completed its acquisition of the company. On August 7, 2023, CD&R and Veritiv announced they had entered into a definitive agreement under which each share of Veritiv common stock issued… Continue reading CD&R Completes Acquisition of Veritiv Corporation
Financial Advisors Prep for Annual Rebalancing Act – etf.com
[ad_1] Financial Advisors Prep for Annual Rebalancing Act etf.com [ad_2] Source link
Why Financial Advisors Are So Excited About a Spot Bitcoin ETF | Unchained Video
[ad_1] On this episode of Unchained, Ric Edelman, founder of the Digital Assets Council of Financial Professionals and author of “The Truth About Crypto,” explains how this should all lead to high demand once the first spot Bitcoin ETFs become available, although it will take some time for them to allocate. [ad_2] Source link
Long-time Indy investment advisor acquired by Ohio firm – Inside INdiana Business
[ad_1] Charles Liles (center) founded his firm in 2003. (Photo courtesy of Total Wealth Planning) Cincinnati-based Total Wealth Planning has acquired Charles A. Liles & Associates Inc. in Indianapolis. Financial terms of the deal are not being disclosed. Total Wealth Planning is an independent Fee-Only registered investment adviser and manages $986 million in assets under… Continue reading Long-time Indy investment advisor acquired by Ohio firm – Inside INdiana Business