Fintech founders pair AI and client prospecting in new platform for financial advisors
[ad_1] Kanishk Parashar said he saw the need for his latest wealthtech venture long before its public launch this week. Parashar, who…
3 tips on retaining diverse talent with inclusive cultures
[ad_1] When it comes to improving diversity at a wealth management firm, it’s not necessarily who’s hired but who stays that…
Viviana Santiago Joins Harbour Bridge Wealth Management Advisors – AdvisorHub
[ad_1] Viviana Santiago Joins Harbour Bridge Wealth Management Advisors AdvisorHub [ad_2] Source link
The 4% rule is back, but it’s not really a rule
[ad_1] One of the most controversial numbers in financial planning, 4%, is back — but the “rule” that follows it less so. On Monday,…
F&G Annuities & Life Announces Intent of Investment for Approximately $250 Million From Fidelity National Financial
[ad_1] DES MOINES, Iowa, Nov. 13, 2023 /PRNewswire/ — F&G Annuities & Life, Inc. (NYSE: FG) (F&G or the Company) today…
Thomas Crane Public Library to Host Holiday Budgeting Workshop
[ad_1] For immediate release QUINCY — The Thomas Crane Public Library would like to encourage community members to participate in a holiday…
Greater Texas adds Daniel Butcher to its Wealth Advisory services team
[ad_1] Greater Texas adds Daniel Butcher to its Wealth Advisory services team AUSTIN, TX (November 13, 2023) — Greater Texas Financial…
Orion Offers Lineup Of Fixed-Income SMAs
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Orion Advisor Solutions is launching a series of fixed income separately managed account strategies on its Orion Portfolio…
6 Scenarios When Advisors Must Deliver Bad News
[ad_1] Start Slideshow Financial advisors can find themselves in tough situations. You can give the best advice possible, but so many factors…
How advisors can lead with purpose
[ad_1] Several advisors recently spoke about what it takes to lead a purposeful business and how amplifying their impact provides a strong…