Category: LOANS & MORTGAGES

[ad_1] Financial advisor John Robinson was scheduled to move his clients’ funds to from TD Ameritrade over Labor Day weekend as part of the brokerage industry’s largest account migration ever. He expected a snoozefest; instead he says he experienced a “dumpster fire.”  Financial advisor John Robinson was scheduled to move his clients’ funds to from… Continue reading Charles Schwab’s Brokerage Dominance Is Safe—for Now

[ad_1] Key Takeaways Affluent investors are relying on financial advisors more than ever amid economic uncertainty, according to research from Cerulli Associates. Over two-fifths or 43% of affluent investors with over $100,000 in investable assets receive advice from financial advisors, up from 36% a year ago. Cerulli estimated that U.S. investors collectively hold about $55… Continue reading Wealthy Investors Are Relying on Financial Advisors More Than Ever, Cerulli Says

[ad_1] PLANADVISER is asking for your help in identifying the best retirement plan advisers in the country. If you work with or know of a great plan adviser or plan adviser team, please help us recognize the best in the business. For the third year in a row, the awards are being issued in six… Continue reading 2024 Retirement Plan Adviser of the Year Nomination Period Is Open

[ad_1] Alpha recommends that Alpha shareholders tender their shares in advance of the October 20th deadline. Alpha’s Board and Management have indicated to the Company that they intend to tender to the Revised Tecpetrol Offer. PI Financial Corp. has confirmed that the Revised Tecpetrol Offer is fair to shareholders from a financial point of view.… Continue reading Alpha Lithium Reminds Shareholders to Tender their Shares

[ad_1] While concerns about advances in AI are reverberating throughout corporate boardrooms, Kristie Edling-Day remains optimistic that financial advisors, in the aggregate, will adapt and leverage the power of technology to better serve clients. The executive vice president and CIO of Technology Advisor Experience at LPL Financial points to history to make her case, citing… Continue reading Kristie Edling-Day: How Advisors Can Harness the Power of Technology

[ad_1] Thanasis Zovoilis/Getty Images Portions of this article were drafted using an in-house natural language generation platform. The article was reviewed, fact-checked and edited by our editorial staff. Blend funds are mutual funds that typically combine growth stocks with value stocks, creating a balanced investment approach. This means that some funds include both newer, high-potential… Continue reading What Is A Blend Fund?

[ad_1] Ally Meier Ally Meier, a certified financial planner (CFP), has joined Arlington Financial Advisors, a local financial planning company. Meier will be responsible for partnering with clients to ensure they are able to achieve their financial goals. Having worked in the financial services industry for some seven years, she brings to her new position… Continue reading Arlington Financial Advisors Adds Ally Meier to Its Team of Advisors | Business

[ad_1] Despite the broad stock market’s rise over the past year, with the S&P 500 up almost 19% in that time, Bank of America’s Global Wealth and Investment Management group, which includes Merrill Lynch, reported net income Tuesday morning of $1 billion in the quarter that ended in September, a decrease of 13% compared to… Continue reading Bank of America sees decline in income for wealth group

[ad_1] Debevoise & Plimpton LLP is advising J.P. Morgan as financial advisor to Olink Holding AB (Nasdaq: OLK) in its sale to Thermo Fisher Scientific (NYSE: TMO), valuing Olink at $3.1 billion. For more information, please see the company’s press release. Olink is a Sweden-based company dedicated to accelerating proteomics together with the scientific community,… Continue reading Debevoise Advises J.P. Morgan Securities as Financial Advisor to Olink in Its Sale to Thermo Fisher, Valuing Olink at $3.1 Billion | 10 | 2023 | News