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updated Tue. June 27, 2017

investors are getting comfortable with the extended bull market. So comfortable, in fact, that it may be a good time for Advisors to talk to them about the next crisis. So says investment executive Andrew Crowell, who believes that the calm periods are ...
After a flurry of recent regulatory, legal and media scrutiny on financial Advisors, the CFP Board of Directors is tightening its already tough standards.
Being deaf from birth did not stop Lee Kramer from becoming a successful financial advisor. Now, after decades in the business, Kramer, who just turned 60, runs a firm consisting of deaf Advisors who serve mostly deaf clients. Kramer grew up in a deaf ...
Investment company Harbour capital Advisors, LLC buys iShares MSCI EAFE, Apple Inc, Exxon Mobil Corp, Gogo Inc, iShares MSCI Emerging Index Fund, Pepsico Inc, Microsoft Corp, The Home Depot Inc, Verizon Communications Inc, Broadcom, sells ...
Seattle-based senior housing developer and owner Columbia Pacific advisors and its founders announced the pending purchase of Hawthorn Retirement Group, a Vancouver, WA-based owner, developer and operator of senior housing communities in 20 ...
NEW YORK, NY, Jun 20, 2017 (Marketwired via COMTEX) -- NEW YORK, NY--(Marketwired - Jun 20, 2017) - Bethany Knight has joined independent ...
Working with a financial advisor helps career military families stay focused on retirement savings, which will be more important with significant changes coming to the pension plan.
When Dr. Carolyn McClanahan, a financial planner and former emergency medicine physician, became a financial planner about a decade ago, she didn't discuss retirement health care costs with clients.
The financial industry keeps coming out with innovative tools, such as exchange traded funds, to help investors and financial advisors access the markets. ETF Trends publisher Tom Lydon spoke with Ben Johnson, Director of Global ETF Research at ...
The decision to overhaul the advisory group has sparked concern among scientists and environmentalists that the agency will fill the vacancies with pro-industry Advisors, a move they say would curb the group's ability to be objective about how the EPA ...
Jeremy Josse and Lance Roberts find the fault lines of our economic models and underlying economy. Elazar Advisors, LLC cites evidence of a tech-boom driver of the stock market.
JERSEY CITY, N.J. - rhodium capital advisors has purchased an office building located at 600 Pavonia Ave. in Jersey City. An undisclosed seller sold the 85,000-square-foot property for $20 million.
Columbia Pacific advisors to acquire Vancouver senior housing company. Jun 19, 2017, 2:55pm PDT Updated Jun 19, 2017, 3:35pm PDT.
Financial Advisor Magazine created exclusively for advisors by highly experienced editorial and publishing teams. We provide an interactive community for the ...
According to a new survey by Fidelity Clearing & Custody Solutions, the number of "eAdvisors" - or Advisors using twice as many technologies as their peers, and have those tools more deeply integrated into the business - has increased by 10 percentage ...
The Saint Lucia Tourist Board (SLTB) has launched its seventh annual travel agent incentive program, Saint Lucia Agent Months (SLAM), to showcase the island.
WASHINGTON - As the deadline for municipal Advisors to pass their qualification exam approaches, roughly 26% of registered firms have no Advisors who have qualified, potentially leaving issuers with fewer firms on which to rely, according to regulators.
Financial planning is challenging work. At times it seems like a dubious undertaking, even though having some sort of base plan in place seems necessary.
women and millennial-aged Advisors are more likely to express interest in responsible investing strategies, according to Eaton Vance's 2nd quarter advisor ...
Las Vegas-based accounting firm Johnson Advisors recently visited local Red Rock Elementary school on June 7 as part of the firm's annual Fourth of July Card Program.
A familiar face in the senior housing industry is making yet another splash with a newly announced acquisition. Seattle-based senior housing investment ...
The retirement crisis, in a nutshell, is that the majority of people have not saved enough for a period of life that is expanding (and thus more expensive) as a result of increased longevity.
Everyday biases shape how we see the world. Many financial advisors have a subconscious response when they hear the words exchange-listed options.
"Independence is the core pillar of our business model," said Kaptanoglu, managing partner and private wealth advisor, Socratic Wealth advisors. "By joining IAA and LPL we have the ability to serve our clients' best interests and also gain access to ...
Among the many themes one hears at investment-related conferences, the biggest blooper I have heard over the years concerns housing.
Arnold Turling, who has advised the All Party Parliamentary Rescue Group, told The Telegraph the fire in West London was "entirely avoidable", and probably caused by a cheap, flammable insulation inside the new waterproof cladding and a lack of ...
The Nasdaq composite and S&P 500 rallied immediately after the French voted for their next president and advisors remain optimistic that the election of Emmanuel Macron is a positive development for investing in Europe, which boosted equities globally.
Vatican City, Jun 14, 2017 / 06:31 am (CNA/EWTN News).- Pope Francis and the Council of Cardinals held their 20th round of meetings in Rome this week, continuing their work on reform of the Roman Curia, including the discussion of ways the Curia can ...
"In response to one of the top requests from our financial Advisors, we are enabling them to make more convenient and effective connections with clients where they communicate most," Naureen Hassan, chief digital officer of Morgan Stanley, said in a ...
Pressured by lowering fees, increasing competition and regulations, Advisors are nonetheless optimistic, according to San Francisco-based Schwab advisor ...
Independent Advisors will succeed by providing more and more services to clients without raising fees, according to Bernie Clark, chief of Schwab advisor Services. So writes Financial Planning.
Understanding key terms of Inbound marketing will allow you to interview agencies to assist in improving your web presence. Begin the process by defining your ideal client also known as the buyer persona.
"We are careful with diversification so that no one bond represents more than five percent of the total portfolio," said Jeffrey Sturgis, a CFP with Brightstone Advisors in Fishers, Indiana. Many investors use bond funds to create a diversified ...
technology enhancements first announced at last year's INSITE conference will be on display at this year's, starting today.
BlackRock finds investors do better with Advisors; Russ Thornton thinks widows particularly can benefit from a "trusted person".
Janus Henderson investors'' Bill Gross: The real economy's growth rate is stunted by secular forces. Yuval Taylor: From a supply-demand point of view, stocks are not that expensive.
The winning Advisors will figure out their advantage -- the personal touch -- and capitalize on it, DeChellis said. He explained the four components of a relationship that former FBI agent Jack Schafer wrote about in his popular book The Like Switch ...
Global private wealth continued to grow in 2016, but if advisors want to keep managing it, they'll have to take a leap into the future, both in terms of technology and their own roles.
Mercer advisors, a $10.3 billion advisory firm, has replaced chief executive David Barton with Dave Welling. Mr. Barton, 51, will move into the role of vice ...
I firmly believe in the value of financial advisors. But that doesn't mean we can't learn from robos. Robo Advisors challenge us to do better. Instead of throwing stones when one of them makes headlines, we should be looking at what we can learn from them.
The latest Certified Financial Planner Board of Standards survey suggests 60 percent of investors feel advisors put their companies' interests first, while only 12 percent think they put the clients' interests first.
Blockchain startup Bancor Protocol announces new advisors and partners before token allocation event. Monday, June 12, 2017 11:30 AM UTC.
MUMBA: Rinalytics Advisors has appointed executive search veteran John Irudayaraj as managing partner. In his new role, Irudayaraj will spearhead Rinalytics Advisors and steer it towards the next level of growth in analytics leadership hiring across ...
SHIPPENSBURG, Pa., June 12, 2017 (GLOBE NEWSWIRE) -- Orrstown Financial Services, Inc. (the "Company") (Nasdaq:ORRF), the parent company of Orrstown Bank (the "Bank") and Wheatland Advisors, Inc. ("Wheatland"), announced today that Jeremy ...
Altogether, the problems described by this investment advisor do not constitute a rousing invitation to investors to hand over their money.
Mylan's board heads to chopping block after Advisors bless shareholder revolt. Ahead of vote, Advisors side with shareholder group who says greed went too far.
A seismic shift is in the cards for your 401(k) and IRA savings now that a rule that requires financial Advisors to work in your best interest is ineffect.
By Miss Pohlig via If I asked you to make a list of your biggest financial mistakes, what would be on it? Overspending today and not saving for tomorrow?





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