Category: LOANS & MORTGAGES

[ad_1] Myles Clements was only a year or so into his career as a financial advisor when he decided to become a chartered retirement planning counselor, or CRPC.  “When you’re coming out of college, you have a lot of practical skills and a lot of knowledge in this theory of giving financial advice,” Clements, who… Continue reading Meet the CRPC: a major retirement planning credential

[ad_1] Top 10 reverse mortgage lender HighTechLending has appointed Phil Walker as its new VP of retirement strategies, aiming to leverage his experience in financial services to help facilitate leads for broker partners. The strategy reflects the desire among larger mortgage brokers to add reverse to their suite of product offerings, but who may have… Continue reading HighTechLending adds Phil Walker to expand both wholesale and retail reverse mortgage strategy

[ad_1] Financial advisors need to become more specialised if they want to increase productivity and revenue, according to advisor Michael Kitces, co-founder of the XY Planning Network. “Specialization pays,” he said during a presentation at the virtual eMoney Advisor’s Summit on Wednesday. “The firms that have the biggest numbers around profitability and… Continue reading Advisor Specialization Key To Revenue Growth, Michael Kitces Says

[ad_1] Some financial advisors at Goldman Sachs Personal Financial Management continue to head for the doors in the wake of the $29 billion AUM unit’s sale to Peter Mallouk’s Creative Planning, slated to close in the coming months. Prime Capital Investment Advisors, Farther and Triad, which have already benefitted from the advisor exodus, picked up even… Continue reading PCIA, Farther Pick Up More Advisors From Goldman Sachs PFM

[ad_1] Songsak rohprasit/Getty Images Portfolio managers manage investment portfolios for individual and institutional clients, determining how much money to allocate to various investments. A portfolio manager may manage a mutual fund, exchange-traded fund or hedge fund, but they may also manage smaller accounts for individual clients. Here’s what else you should know about the role… Continue reading What Is A Portfolio Manager?

[ad_1] Manager Program pairs world-class institutional asset managers with a high degree of personalization LOS ANGELES, Oct. 19, 2023 /PRNewswire/ — Cetera Financial Group (Cetera), the premier financial advisor Wealth Hub, announced today that it won the 2023 Money Management Institute (MMI)/Barron’s Wealth Manager Platform of the Year Award for its innovative My Advice Architect ®… Continue reading Cetera’s My Advice Architect ® Manager Program Wins Money Management Institute/Barron’s Industry Award for Wealth Manager Platform of the Year

[ad_1] Younger workers are more optimistic that they’re on track with retirement goals, according to a recent report. However, their long-term savings may be falling short. There is often a disconnect between what people think they need for retirement and how much they are setting aside, according to Douglas Boneparth, a certified financial planner and member… Continue reading Here’s how Americans stack up

[ad_1] Work with an experienced advisor to build a personal book of business and help shape clients’ financial future, by developing an ongoing financial planning relationship focused on accomplishing clients goals. Build a pipeline, complete with personal and professional contacts and new leads. Key Responsibilities Obtain your required licenses/credentials within 150 days of hire: –… Continue reading Advisor Licensing Program | eFinancialCareers

[ad_1] A series of money experts have shared their top advice for expecting parents They suggested saving in advance and starting a separate account for the baby They added that it’s important to be tactical about what you put on your registry  It’s no secret that having a baby can be extremely expensive, and couples… Continue reading I’m a financial advisor, here’s how much money parents should have saved up before having a baby