Category: LOANS & MORTGAGES

[ad_1] Thirty-year wealth management industry veteran Kallsen joins Rise to empower its partner RIAs to expedite growth and magnify the impact they have on their clients AUSTIN, Texas, October 16, 2023–(BUSINESS WIRE)–Rise Growth Partners (‘Rise’), the industry’s first synergistic financial partner for growth-oriented, middle market registered investment advisors (RIAs), today announced the appointment of Terri… Continue reading Rise Growth Partners Appoints Terri Kallsen as Managing Partner and Senior Operating Advisor

[ad_1] Yet investors appear optimistic on the economy New York – Morgan Stanley Wealth Management today announced results from its quarterly individual investor pulse survey:  Bearishness ticks up. Bearish sentiment notched up 4 percentage points to 49% from last quarter—nearing Q1 levels (52%). Views on the economy remain cautiously optimistic. Slightly over half of investors… Continue reading Wealth Management Pulse Survey Results 4Q

[ad_1] Wells Fargo Advisors, the broad marketing umbrella for close to 12,000 bank advisors, wealth management advisors and independent advisors, is betting big on its independent advisor business, in which an advisor works as either an independent contractor or registered investment advisor. With thousands of financial advisors leaving or retiring from Wells Fargo since the… Continue reading Wells Fargo advisors jumping internally — to FiNet

[ad_1] Young individuals are “buckling down” when it comes to spending, a Bank of America executive said, following a new Gen Z-focused survey by the firm. While that is a savvy move, Gen Zers would also be wise to take several steps to prepare for their futures, experts say. Martin-dm | E+ | Getty Images… Continue reading 53% of Gen Z see high cost of living as barrier to financial success

[ad_1] The SEC will zero in on investment advisors’ compliance with the marketing rule, their compensation arrangements and their recommendations of illiquid or difficult-to-value assets in its examinations in 2024.  The Securities and Exchange Commission also will place “particular examination focus” on how advisors protect clients’ personal information and the accuracy and completeness of their… Continue reading SEC targets marketing rule, advisor compensation in 2024

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[ad_1] “People think I’m crazy when I say the stock market will go down 86% on the S&P — the worst case but also my most likely case,” Harry Dent Jr., the candid, controversial strategist, argues in an interview with ThinkAdvisor. “People say, ‘Harry, the Fed won’t let that happen,’” says Dent. “Well, in the end,… Continue reading Harry Dent: ‘Crash of a Lifetime’ Coming in 2024