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Andina Advisors is focused on assisting individuals, families and business owners in creating a legacy of wealth. They have helped many clients create solid plans for investments, taxes and estate planning. Led by a team of seasoned professionals, Andina Advisors are dedicated to providing essential services such as risk management and estate planning to individuals, […]

Vestia Personal Wealth Advisors focuses on serving a niche clientele: high-income physicians. The Fort Wayne, Indiana-based registered investment advisory firm was established in January 2018. It currently serves 530 client households with $500 million in assets, according to the partner and managing director. Lauren Oschman. High-income doctors — those earning more than $400,000 a year, […]

MINNEAPOLIS–(BUSINESS WIRE)–May 10, 2022– Private Wealth Advisor Christine Gustafson, founder and managing director of Phoenix Wealth Management, recently joined Ameriprise Financial, Inc. (NYSE: AMP) from UBS with more than $450 million in client assets. Gustafson and his team operate from their office in Phoenix. They chose Ameriprise because of the company’s long-standing commitment to financial […]

Ellysa Harris, Plainview Herald May 6, 2022 Gary Massingill was recently recognized as one of Edward Jones’ top financial advisors. The firm hosted a managing partner conference in Arizona late last month to celebrate the accomplishments and contributions of the organization’s top 400 advisers. The company has about 19,000. “These financial advisors have demonstrated an […]

Stock image | Photo by BrianAJackson/iStock/Getty Images Plus, St. George News FEATURE – If your advisor died or became incapacitated, do you know who would step in to manage your account? Stock image | Photo by nito100/iStock/Getty Images Plus, St. George News Almost everyone who has started the task of shaping their ideal retirement probably […]

[Editor’s Note: Allow us to introduce you to our newest partner in the real estate investing space. Dr. Jim Dahle has been investing with MLG Capital since late 2020, and now, WCI has partnered with this top-notch company so you can invest in private commercial real estate with confidence. Oh, and in case you’re wondering […]

NewEdge Wealth hired another team of veteran financial advisors from UBS. The latest recruits are financial advisors Louis Bell, Stephane Bell, Marc Levitt and Jamie Wolffas well as four support staff, who serve ultra-high net worth families, business owners and nonprofits, according to NewEdge. Luis Bell began his career in the financial services industry in […]

One of the most baffling things about our business is that only about four in 10 Americans choose to work with a financial advisor, even though it’s been shown by numerous academic and industry studies to produce better results for investors. Why aren’t more people using an advisor? Many believe they can manage their investments […]

LPL Financial has pushed its industry-leading adviser headcount to more than 20,000 and beat first-quarter profit estimates despite falling stock markets, leading to lower client assets. Quarterly earnings statements published on Thursday show increased profits, revenue and planners for the nation’s largest independent broker and CEO Dan Arnold said in prepared statements that the company […]

A former financial adviser faces charges of embezzling more than $300,000 from one of his consulting clients. On Wednesday, authorities arrested Adam Belardinomanaging director of a New York-based financial advisory firm Maddox Groupand unsealed an indictment charging him with fraud, according to the U.S. Attorney’s Office for the Southern District of New York. Belardino allegedly […]

CHARLOTTE, NC, April 26, 2022 (GLOBE NEWSWIRE) — LPL Financial LLC (Nasdaq: LPLA) today announced that financial advisor Michael Gavett has joined LPL, joining Linsco by LPL, the model of advising company employees. He will be the first counselor in a new Dallas-based Linsco office. Gavett said he served approximately $265 million in advisory, brokerage […]

Breadcrumb Links MoneyWise Canada future money New legislation designed to protect consumers from misguided financial advice Author of the article: Jirapong Manustrong/Shutterstock Content of the article Unless you live in Quebec, you can call yourself a financial planner or financial advisor without any professional credentials to prove it. Advertisement 2 This ad has not loaded […]

An employee of a California-registered investment advisory firm affiliated with LPL Financial was found dead in his apartment, and one of his colleagues was arrested, according to dispatches. On Tuesday, officers responding to calls about a possible assault found two men, later identified as 23-year-old roommates Griffin Cuomo and Jonathan Bahm, died in an apartment […]

BEVERLY HILLS, Calif.–(BUSINESS WIRE)–April 20, 2022– On behalf of Raymond James, we are proud to announce that Lisa Detanna has been named by Barron’s to the Top 100 Financial Advisors of 2022 list, which highlights one hundred top performing advisors across the country. This press release is multimedia. View the full press release here: https://www.businesswire.com/news/home/20220420006174/en/ […]

According to a new report, students who want to break into the financial advisory industry should focus on their interpersonal skills as well as their credentials. For example, 71% of finance professionals believe students should pass their Certified Financial Planner exam before graduating, CRM provider Redtail Technology said. The findings are based on a survey […]

Financial advisors need a lot of support in their efforts to help vulnerable customers, says Merrill Lynch‘s supervisor. “One of the things I observe and think about in our industry is if you’re an advisor and if you’re really troubled by a client’s potentially diminished capacity, or a member’s goals family, or a third party […]

By Jay Jung Undeniable advantages come with wealth, but there is also a disadvantage. Greater financial assets mean greater financial headaches. The National Financial Education Council says a lack of personal financial knowledge costs the average American $1,200 a year. Just imagine what is at stake for you as a not so average high net […]

By guest comment Friday, April 8, 2022 By Regina Korossy Since Russia invaded my native Ukraine in February, I have struggled to both calm my clients’ emotions over market fluctuations and my own distress over the destruction of my homeland. This has not been easy. Regina Korossy In recent weeks, being a Ukrainian American and […]

LPL Financial says it has made progress in 2021 to bolster diversity among the ranks of its employees as well as its financial advisers, although the improvements have been uneven. Seventeen percent of LPL advisors, for example, are women — a proportion LPL hopes to improve with other diversity goals, the company says in its […]

LPL Financial said to have attracted an experienced financial adviser from Morgan Stanley. Cedar Rapids, based in Iowa Lisa Tesara second-generation consultant who followed her father into the industry, joined Linsco by LPLthe company employee advisor model, Tesar Group Financial and Investment Planning by LPL Financialaccording to LPL. Tesar oversees about $260 million in advisory, […]

CHARLOTTE, NC, April 04, 2022 (GLOBE NEWSWIRE) — LPL Financial LLC today announced that Financial Advisor Lisa Tesar has joined Linsco by LPL, the company’s employee advisor model. She reported to LPL after serving approximately $260 million in consulting, brokerage and pension plan assets* and joining LPL from Morgan Stanley. Based in Cedar Rapids, Iowa, […]

mohamed_hassan / Pixabay We are in a unique era for wealth management. Today, just about anyone can open an investment account and trade from their own laptop. Investors have a wealth of information at their fingertips, and some do-it-yourself investors have achieved double-digit returns by concentrating a portfolio in tech stocks. It’s no surprise that […]

What will happen to your assets when you die? It might not be a fun question to consider, but it’s an important one, and a financial advisor who specializes in estate planning won’t let you ignore it. “When investors think of an estate plan, they may only think of a set of legal documents,” says […]

Focus Financial Partners declares to have concluded an agreement for Holloway Wealth Management join your partner firm ARS Group Wealth Advisors. Founded in 2005, Holloway provides wealth management and investment services to affluent professionals, business owners, retirees and their families primarily in the Gainesville, Florida area, according to Focus. The firm also offers financial planning […]

A 2020 Northwest Mutual Survey found that 71% of Americans agree their financial planning needs improvement. Yet only 29% work with a financial advisor. While these experts can help you get the most out of your investments, you need to be careful about choosing the right one. With all the ups and downs of investing, […]

Avantax Wealth Management says a consulting practice with over $200 million in client assets joined the company from LPL Financial. Based in Las Vegas Sullivan Financial Servicesled by an advisor Tom Sullivanjoined Avantax after being at LPL for 24 years, says Avantax. According to Avantax, Sullivan Financial Services provides clients with holistic financial services, including […]

Toronto, Ontario, March 23, 2022 (GLOBE NEWSWIRE) — Advocis, the Association of Financial Advisors of Canada, commends the Minister of Finance for approving FSRA’s Financial Professionals Title Protection Rule. The related rules and guidelines will come into effect once the related legislation is proclaimed in force on March 28, 2022. This initiative creates minimum standards […]

Wealth of the Sanctuary said EverNest Financial Advisors joined his network and also took a minority stake in the registered Indianapolis-based investment advisory firm. EverNest has more than $390 million in client assets and provides financial planning and investment advisory services to high-net-worth individuals and families as well as nonprofits, according to Sanctuary. EverNest’s specialties […]

Alternative Minimum Tax, or AMT, is what the name suggests: a minimum tax floor you may be subject to as an alternative to taxes owed through regular tax calculations. You must pay the greater of your ordinary tax payable or that calculated under the AMT. “The AMT was intended to create a tax floor, so […]

The county commissioners hired a financial advisory firm in hopes of improving the county’s returns on its investments. On the recommendation of Williams County Treasurer Kellie Gray, commissioners signed a one-year deal with Cincinnati-based Redtree Investment Group on Thursday after reviewing details of the deal and general discussion of some plans specific action with Ryan […]

Actor Paresh Ganatra celebrates his 57th birthday today. He was born on February 19, 1965 in Bombay. He has been recognized for his roles in hit comedy TV shows like Baa Bahu Aur Baby and Chidiya Ghar among others. He has also worked in films like Mann, No Entry, Rowdy Rathore, Bol Bachchan and Welcome. […]