Category: Financial advisor

Huron Plainsman | Longtime Huron Financial Advisor Announces Retirement

HURON – Longime Ameriprise Financial Services Advisor Marla Starr has announced her retirement from the company after serving families in the Huron area for 26 years.Starr is part of Legacy Financial Partners, a private wealth management consultancy firm of Ameriprise Financial Services, LLC. “Helping families in and around Huron reach their financial goals – then […]

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Raymond James Says a trio of financial advisers who previously held $ 670 million in client assets at Merrill Lynch joined its employee advisor channel. Benjamin clauss, Doug Ellison and Brad LaRue, based in Greenville, SC, operates as Raymond James’ Clauss & Ellison group in Raymond James and associates, according to Raymond James. The team […]

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Cetera Financial says an investor acquisition program used by just over 100 of the company’s advisers is now available across its network. The program, LeadEngine, is designed to generate leads for its advisors across the United States, Cetera explains. This year, LeadEngine converted more than $ 20 million in assets for advisors currently in the […]

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 […]

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 […]

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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 […]

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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 […]

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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 […]

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 […]

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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 […]

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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 […]

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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 […]

DA Davidson Acts as Exclusive Financial Advisor in Sale of NH Research to NI | Business

COSTA MESA, Calif .– (BUSINESS WIRE) – October 29, 2021– DA Davidson announced today that he has served as exclusive financial advisor to NH Research (NHR), a leader in high-power test and measurement applications such as electric vehicles and batteries, in its sale to NI (Nasdaq: NATI), a test measurement company providing bespoke, software-connected systems […]

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A federal grand jury in Wisconsin has indicted a former financial adviser with nine counts of wire fraud and one count of bank fraud. The indictment accuses Michael shillin, the owner of a financial consulting firm Shillin Wealth Management, for carrying out a scheme in which he convinced clients that he had bought non-public shares […]

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UBS said he attracted a team of financial advisers from Merrill Lynch. The Léone-Heck group, co-founded and led by Matthieu leone and Kevin heck, joined UBS in New York, the company says. The group, which also includes a financial advisor Emilie Barbe and customer service associates Anthony D’Anton, Rosalina Pérez Palombini and Annika kelshiker, oversees […]

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Stifel Financial said he attracted another team of financial advisers from Wells Fargo. Lake Heritage Management Group, which includes advisers Tim kertz, Joe hartman and Elgin rees, joined the firm’s brokerage subsidiary, Stifel, Nicolas and Cie., according to the company. The team previously had $ 330 million in client assets at Wells Fargo Consultants, says […]

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Rockefeller Capital Management said he added more Merrill Lynch financial advisers. The latest addition is The Tramontano Group, a San Antonio-based team led by Michael and Quinton Tramontano which also includes the wealth advisor Robert Echavarria as well as senior customer service associate Roxiane kerns and Courtney connolly, according to Rockefeller. Michael Tramontano began his […]

Financial Advisor Says Del Norte Voters Can Support $ 39 Million School Facilities Bail Measure, Urges DNUSD Trustees to Gain Stakeholder Support | Wild rivers outpost

Jessica Cejnar Andrews / Yesterday @ 4:21 pm Financial Advisor Says Del Norte Voters Can Support $ 39 Million School Facilities Bail Measure, Urges DNUSD Trustees to Gain Stakeholder Support The roof of Joe Hamilton Elementary School shows the decay and corrosion that comes with being in a humid environment. A renovation project paid for […]

Local financial advisor Sam Solgan receives first major certification dedicated to sustainable investing

Sam Solgan, LPL Financial Advisor with Bay Federal Credit Union Investment Services, has always been passionate about helping the environment and supporting social causes close to his heart. After ten years as a Chartered Financial Advisor, he found a professional designation dedicated to aligning that passion with helping clients achieve their dreams of making an […]

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Focus Financial Partners stated that his partner company Connectus Wealth Advisors acquires another wealth management practice. The latest addition is New England Investment and Retirement Group, a registered investment advisory firm based in North Andover, Mass., founded in 1995, according to Focus. NEIRG oversees about $ 766 million for nearly 2,200 accounts, according to its […]

DA Davidson & Co. Acts as Exclusive Information Research Strategic and Financial Advisor in its $ 192 Million Sale to Stewart Information Services Corporation | Business

NEW YORK – (BUSINESS WIRE) – October 4, 2021– DA Davidson & Co. announced today that it has served as exclusive strategic and financial advisor to Informative Research (“IR”), a leading provider of technology data, analytics, and credit decision-making products and services to the US mortgage community, on its sale to Stewart Information Services Corporation […]

Ready for a new financial advisor? 7 things to do when you leave your current one

MarketWatch has promoted these products and services because we believe readers will find them useful. We may earn a commission if you purchase products through our links, but our recommendations are independent of any compensation we may receive. Breaking up is hard to do, but sometimes it’s for the best. Even if you’ve been with […]

Money Smart Publishing to Publish “The Financial Advisor’s Digital Asset Practice Guide”

If you’re a financial advisor looking to grow a digital asset practice, you can’t afford to miss this book. Bitcoin and cryptocurrencies are quickly becoming an area of ​​interest for retail and institutional clients. Is your practice ready? Do you have a system in place to create a digital asset offering in your practice? If […]

How to find a socially responsible financial advisor

These days, becoming an ESG investor has never been easier. With a growing number of financial products focusing on environmental, social and governance issues, many investors are unsure which one best suits their needs. To help with this, some investors may consider financial advisers who can focus on ESG and provide investment ideas that closely […]

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