Category: LOANS & MORTGAGES

[ad_1] One of the biggest questions in estate planning involving a trust—the one after “Who gets the money?”—is “Who will manage this transition as well as any long-term trusts?”  Angst over the selection of a successor trustee can lead to delays in drafting and effectively  implementing an estate plan. But there are inherent difficulties in… Continue reading 3 Alternatives to Naming Family or Friends as Successor Trustees

[ad_1] By Michael S. Fischer October 16, 2023 at 04:01 PM These broker-dealers account for 58% of retail advisory assets, the research group finds. The 10 biggest broker-dealer firms by assets under management have 123,000 financial advisors and account for 58% of the total retail financial advisor industry, according to new research from Cerulli Associates. … Continue reading The 10 Biggest BDs Are Getting Bigger: Cerulli

[ad_1] Even on Wall Street, there’s such a thing as too much of a good thing. And that goes double when it comes to stock ownership across a client’s portfolio. With an estimated 3,000 ETFs available in the U.S., stock overlap simply can’t be prevented. For example, even if a financial advisor tried to pair… Continue reading How to avoid stock overlap in a world full of ETFs

[ad_1] Prostock-Studio / iStock.com Money secrets can destroy relationships, and keeping secrets from your family can have devastating effects for years to come. We consulted with a few financial advisors to get their take on what money secrets hurt clients the most. While private accounts and hidden debts are obvious, they shared with us a… Continue reading Here Are the 11 Worst Money Secrets You Can Keep From Loved Ones

[ad_1] Money secrets can destroy relationships, and keeping secrets from your family can have devastating effects for years to come. We consulted with a few financial advisors to get their take on what money secrets hurt clients the most. While private accounts and hidden debts are obvious, they shared with us a few secrets we… Continue reading I’m Financial Advisor: Here Are the 11 Worst Money Secrets You Can Keep From Loved Ones

[ad_1] New research highlights the impact both financial psychology and technology, specifically client portals, can have on client outcomes RADNOR, Pa., Oct. 16, 2023 /PRNewswire/ —  eMoney Advisor (eMoney), a leading provider of technology solutions and services that help people talk about money, today revealed new research during the first day of the 2023 eMoney… Continue reading eMoney Advisor Announces Research Findings Focused on Client Experience During Tenth Summit

[ad_1] As it celebrates its 10th Anniversary, Steward ranks twenty-first out of more than 1,500 firms NEW YORK, Oct. 16, 2023 /PRNewswire/ — Steward Partners Global Advisory, LLC, an employee-owned, full-service independent partnership, has placed in the #21 spot on the InvestmentNews inaugural ranking of the Top Hybrid RIA firms. Since its founding in 2013,… Continue reading Steward Partners Named to InvestmentNews Top Hybrid RIA

[ad_1] Sometimes, songwriters don’t see eye-to-eye on lyrics when they are crafting their next hit. That includes Brad Paisley and Peyton Manning. That “creative tension” is on full display in their latest Nationwide commercial.  Titled Songversations, this ad features Brad and Peyton back in the studio where they have a tongue-in-cheek exchange about their creative… Continue reading Peyton and Brad are back!