Global Atlantic Sells Stake in 26 Solar Facilities to APG
[ad_1] NEW YORK, November 14, 2023–(BUSINESS WIRE)–Global Atlantic Financial Group (“Global Atlantic”), a leading…
Stonybrook helps Wisconsin Re sell WRC book to Insural
[ad_1] With Stonybrook Capital as financial advisor, Wisconsin Re wholly-owned subsidiary, WRC Agency Inc., has closed on the sale of its book…
Deal Wrap: Petvisor receives investment from Apax; Permira acquires Ergomed
[ad_1] Deal Wrap is updated as of 4 p.m. ET. – Petvisor, a veterinary and pet services business management and client engagement software…
The Truth About a Good Financial Plan
[ad_1] Who doesn’t love a good plan? I LOVE a good plan. Especially a good financial plan. Why? For so many reasons: Because people who…
Borderless Financial Tech For Efficient Access And Global Inclusion
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[Despite cross-border payments expected to reach $40 trillion globally by 2024 per Juniper Research, these transactions can still…
FINRA Moves to Allow Performance Projections in Some BD Marketing
[ad_1] By Melanie Waddell November 14, 2023 at 03:13 PM The proposal aligns with the SEC’s marketing rule for RIAs. The Financial Industry…
Envestnet and Empower Launch 401(k) Planning Platform
[ad_1] By John Manganaro November 14, 2023 at 05:45 PM The package combines fiduciary guidance and investment due diligence with personalized…
Dennis Moseley-Williams: How to Turn Client Meetings into Transformational Experiences
[ad_1] A “sea change” is occurring in how financial advisors attract and keep clients, says DMW Strategic Consulting Founder Dennis…
3 ways Biden’s retirement security rule could affect financial advisors and clients
[ad_1] In recent years, few things have stirred as much controversy in the world of wealth management as the “retirement security…
Charles Schwab Foundation grant to boost outcomes for graduates of the George Fox Certified Financial Planning program
[ad_1] NEWBERG, Ore. – With many in the financial planning profession hitting retirement age and the baby boomer generation in need of…