Month: November 2021

The pros and cons of hiring a financial advisor

Opinions expressed by Contractor the contributors are theirs. Whether it’s hiring a financial advisor or managing your own investments, you want to know what’s going on with your money. I have spoken to many people over the years, but I have yet to find someone who has shown me a meaningful value proposition. However, should […]

Do you need a financial advisor before the end of the year? Here’s how to know for sure

Think you need a financial advisor or financial planner? Deciding whether or not to add a financial advisor to your “team” can depend on a variety of reasons, both personal and practical. The end of the year might be a good time to search for your new team member. In a CNBC and Acorns Invest […]

E-Levy is prudent tax intervention

Minister of Finance, Ken Ofori-Atta James Korsah-Brown, public financial adviser at the State Interest and Governance Authority (SIGA), described the electronic debit proposal in the 2022 Budget Report and Economic Policy as a prudent economic intervention to consolidate revenues. He said the telecommunications sector remained one of the resilient sectors after the COVID-19 outbreak, which […]

Why You Should Ask Your Financial Professional About Fees

As a financial professional, I know there are many different ways to compensate investment advisors. With the different fee structures, the question I always encourage my clients to ask is: are the costs fair, reasonable, transparent, and do they help improve their long-term investment results? With this in mind, I encourage people to be courageous […]

Comparison between financial planner and financial advisor

Consumers are presented with a wide range of financial professionals, all of whom may be vying for their business. “Financial Advisor” and “Financial Planner” are popular titles for people who help consumers manage their money. Every financial planner is also a type of financial advisor, but not every financial advisor is a financial planner. There […]

IQ Financial Advisor – Content page

Cetera Financial said two advisory teams with over $ 532 million in combined client assets have joined its network since Raymond James. Strutzel family wealth management and Martingale Investment Group joined Cetera via Summit Financial Networks, Cetera said. Both teams are based in Schaumburg, Illinois. Strutzel, led by the father-son team David Strutzel and Matthew […]

IQ Financial Advisor – Content page

LPL Financial says a team of advisors have joined their employee advisor model since Wells fargo, where they had $ 745 million in client assets. Al winget, Rob benton, and Andrew Robson are affiliated with Linsco by LPL Financial in Charlotte, North Carolina, where they will be the primary tenants of that office, according to […]

Three advisors join the inclusion of LPL Financial advisers

CHARLOTTE, North Carolina, November 10, 2021 (GLOBE NEWSWIRE) – LPL Financial LLC (Nasdaq: LPLA) today announced that financial advisors Sam Cone, Jessica McNamee CFP®, CLU® and Grace Yung CFP® have joined the ‘Inclusion of advisors from the Company Council (AIC), which is made up of a diverse group of representatives with different backgrounds and specialties […]

A local finance professional gives advice for the first holiday shopping

Supply chain issues are causing more people to focus on the holidays. LINCOLN, Neb. (KLKN) – Supply chain issues are causing more people to focus on the holidays. Financial professional Tim Kulhanek of Stonebridge Insurance and Wealth Management explains how you can prepare your finances for the start of the buying season. Why are we […]

IQ Financial Advisor – Content page

Ascensus, a recordkeeping service provider, third-party administrator and government savings facilitator, says it has entered into an agreement to merge with Newport Group. Newport, based in Walnut Creek, Calif., Is a retirement services provider with nearly 1,500 professionals, over $ 150 billion in retirement assets under management, and over $ 300 billion in retirement assets […]

Financial analyst job vacancy at Amazon

Through Nafila Jabir – November 8, 2021 12:20 PM Amazon has launched a call for applications for the position of trainee financial analyst. Responsibilities: work closely with business and finance leaders to produce and deliver financial analysis that would aid in decision-making. The candidate will work with key players in one of our various business […]

How to become a financial advisor

If you are wondering what to do with a living, you might want to become a financial advisor. Being smart with money is more important than ever these days. Many people have lost their jobs and businesses, and they still struggle with the effects of COVID on their lives. This is where you can fill […]

Amazon Financial Analyst vacancy

Through Nafila Jabir – November 5, 2021 6:23 p.m. Amazon has called for applications for the Financial Analyst role, Delivery Experience Finance. The financial analyst will be a financial partner of the relevant sales team. This includes, among other things, responsibility for financial metrics, reporting, forecasting and analysis. This person will be an active member […]

Full Time Junior Financial Analyst

Purpose of the position: Reporting directly to the Managing Director, the Junior Financial Analyst is directly responsible for processing, tracking and managing income and expenses, month-end reports, year-end reports, and corporate compliance. BOW. The Junior Financial Analyst will assist in the development of operating budgets and provide financial, statistical and analytical reports to be used […]

IQ Financial Advisor – Content page

A federal grand jury has handed down a seven-count indictment against a former Ohio financial adviser who allegedly robbed investors with the help of a relative. In 2015, Thomas brenner, as president of a brokerage and investment advisory firm First American titles, allegedly conspired with an anonymous person to get Brenner’s clients to supposedly invest […]

IQ Financial Advisor – Content page

A consulting firm’s ability to differentiate itself from the rest will be the most critical factor for success over the next decade, according to a financial advisor and industry blogger. Michael kitces. And that applies to the types of clients advisors seek, Kitces noted at Carson GroupExcell conference last month, as well as the services […]

IQ Financial Advisor – Content page

LPL Financial targets independent advisers who are increasingly turning to industry’s biggest players for help, CEO says Dan Arnold. “We see this structural trend of moving from one… small vendor to one that has more capabilities or better capabilities that are going to help. [advisors] better serve their customers ”, Arnold analysts told analysts during […]

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