Month: June 2022

Dentistry is a unique profession. Dentists work in small businesses in highly regulated industries that can be financially and physically taxing. What other professionals have to spend the majority of their days hunched over with their mouths open? While suffering from a hunch might not sound like something a dental financial advisor could help you […]

WASHINGTON–(BUSINESS WIRE)–UBS Private Wealth Management today announced that wealth management advisors Mikail Qazi and Timothy Martin have joined the firm in Washington, DC. The team manages approximately $500 million in client assets for high net worth and ultra high net worth individuals and families. Mikail and Timothy join the UBS Northeast Private Wealth market, managed […]

By Rita Cook His recipe for success is based on a well-balanced set of ideals: one part being a leader, three parts being a defender, and top it with a healthy dose of honesty, integrity, and kindness. This is how Edward Jones Investments Financial Advisor Shawna Roscom goes about her daily life and works to […]

JP Morgan says he has expanded his previous commitment to historically black colleges and universities and their students. The company has committed $30 million for a five-year program, expanding a 2019 initiative called Advancing Black Pathways, rolled out “to chart clearer pathways to economic success and empowerment within the Black community,” according to the society. […]

Use: Financial advisor support specialist (advice and business plans for financial advisors) Salary: Base salary $60,000, bonuses not included. Annual income is $90,000 Financial goal: Save $100,000 in a family trust Mum of four and career woman Jovon Willis wants to make generational wealth a way of life for his family. “People talk about generational […]

During his career in wealth management, Kevin Murphy has embraced certain investment principles. One is to believe in America. And invest in blue chip companies with the potential to pay dividends. Then there are the golden rules of the Rotary Club, a group of which he has been a member for decades: is this the […]

Competitora partnership of independent wealth managers affiliated with Raymond James Financial Servicesadded a team of four financial advisors from Wells Fargo. Marc Sullivan, Michael Schulz, E.Steelman Ketchum and C. Shawn Roberts – who have worked together in the Wirehouse channel for nearly two decades – have formed Vision Wealth Advisors in Columbia, South Carolina, joining […]

Financial services professionals challenge Security and Exchange Commissionfocuses on payments for order flow, according to Dispatches. Last week, the chairman of the SEC Gary Gensler said he had told commission staff to investigate ways to ‘mitigate’ conflicts of interest in the system in which brokerages make money by routing their clients’ orders to some market […]

Financial planning is not just about crunching numbers and making projections, like a book published by the Board of Certified Financial Planners Standards seeks to highlight the importance of psychology to the profession. The CFP Board published “The Psychology of Financial Planning” in April, which explores what Joseph Maugerigeneral manager of business relations, described as […]

Raymond James offers training programs that can help the firm improve the diversity of its advisors by targeting new talent out of college or in another role within the company. These include the firm’s Wealth Management Associate Program and its Registered Associate Mentorship Program. The Wealth Management Associate program was launched in 2020, while RAMP […]

Your family turns to you for financial advice, for good reason. You’ve been saving for retirement and reaping the rewards of annual compounding since your first job right out of school. You keep your credit card debt low and keep an eye on interest rates. When it comes to choosing investments, you are educated and […]

NEW YORK, June 7, 2022 /PRNewswire/ — Zinnov, a leading global management consulting and strategy advisory firm, acted as exclusive financial advisor to Cyient, a leading advisory-focused, industry-focused global technology solutions company, in its acquisition by Celfinet. Based at Lisbon, PortugalCelfinet is a global wireless engineering services company focused on providing end-to-end network planning and […]

SPRINGFIELD, Mo. (KY3) — The start of 2022 has been a volatile one for investors, and a sure bet doesn’t hit as hard. Stephen Evans, certified financial planner and owner of Evans Wealth Planning in Springfield, said the bond market was crazy. “It’s pretty, pretty crazy to think that you wouldn’t expect this asset class […]

The relationship between a client and a financial advisor should be based on trust. Clients need to feel that their advisor intimately understands their perspective, goals, challenges and overall financial situation. And starting with shared cultural experiences can help build that trust. Black, Indigenous, and People of Color, or BIPOC, may find it easier to […]

Focus Financial Partners declares to have concluded an agreement for Grecu Capital Management join your partner firm Buckingham Strategic Heritage. Grecu takes an approach to investing based on academic research and provides independent financial planning and wealth management services to high net worth individuals, business owners, executives and healthcare professionals, according to Focus. The registered […]

A financial planner has taken to social media to grow her client base – and she thinks more advisers can use the platform to their advantage, according to media reports. Britney Castro became a financial advisor in 2006, registering with Ameripriseand left for LPL Financial in 2010, according to Security and Exchange CommissionInvestment Advisor Public […]