Local Financial Professional Achieves National Certification | Newport
NEWPORT – Josh Brandt, Assistant Vice President and Head of Fiduciary Operations at Merchants and Planters Trust, recently received Certified Trust & Fiduciary Advisor (CTFA) professional certification from the American Bankers Association. The CTFA certification is awarded to those who demonstrate excellence in the field of wealth management and trust. To qualify for CTFA certification, […]
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Florida-based financial professional sees influx of money coming to Sunshine State
Christopher Warren, Founding Partner, Lawless, Edwards & Warren Lawless, Edwards and Warren Name: Christophe warren Solidify: Lawless, Edwards & Warren Wealth Management Site: Boca Raton, Florida Total value of policies: $ 940 million Forbes Rankings: The best financial security professionals in the United States Background: Warren, 58, graduated with an accounting degree from the State […]
3 questions investors should ask their financial professional and which disclosure should answer them
Asking for advice is common human behavior in the face of any challenge. Starting to invest can certainly seem daunting when financial literacy is not common and the transition from retirement to 401 (k) s puts more strain on individuals. So while it’s understandable for investors to seek advice from professionals in the industry, many […]
Julie Jason: Are you hiring a financial professional? 20 minutes of homework | Julie jason
Do you hate homework? How about 20 minutes of homework to check the background of the finance professional you want to hire? Here’s how. Start with BrokerCheck (brokercheck.finra.org), a free tool from FINRA (the financial sector regulator). As you can guess from the name, FINRA regulates the brokerage industry. On BrokerCheck, select the “individual” tab. […]
‘It’s historic’ Rotary finance professional responds to child tax credit payments
It is estimated that more than 35 million families will benefit from this credit scheme. PROVIDENCE, RI (WLNE) – Relief payments began to hit the pockets of more than 35 million families on Thursday, as part of the first payment from the child tax credit plan. The IRS has estimated that this first round of […]
Azur Associates’ M&A and Business Advisory Growth Continues, Adding Financial Professional Tracy Baron Garcia
Advertising NAPA, CA, July 7, 2021 – – Pat DeLong, founder of Napa Valley-based fine beverage consultancy Azur Associates, announced the addition of Tracy Baron Garcia to the team as Vice President, Finance and Strategy. “Since we started our consulting business just two years ago, we have seen a huge demand for our services. Azure’s […]
A good intelligence strategy underpins the advice of the financial professional, MDRT members say
A true leader sees what needs to be done because he cares. And then they step up and take action to accomplish what needs to be done. But an intelligence-driven leader goes even further. They use this intelligence to develop a strategy to move from the known to the unknown in order to win. Rodger […]
Former financial professional accused of embezzlement of Jewish Federation and The Philly POPS! | USAO-EDPA
PHILADELPHIA – Acting United States lawyer Jennifer Arbittier Williams has announced that Cheryl Lutts, 42, of Philadelphia, Pa., Has been arrested and charged with indictment of wire fraud and mail fraud. These charges arose out of Lutts’ employment with the Jewish Federation of Greater Philadelphia and its affiliate, the Jewish Exponent, and later, the Encore […]
Cougar Cup: Presented by the Prudential Finance Professionals Internship Program
Cougar CupCHAMPION 2020-2021:Women’s football The Cougar Cup Challenge is played by all college sports teams at SIUE. Student-athletes representing their teams will compete against other teams to earn points in three different categories. The competition focuses on developing leadership skills, teamwork, supporting other athletes and academic achievement. Here are the three ways to earn points: […]
Technology and the financial professional
Technology serves, and it also drives change. A recent webinar from NAPA’s sister organization, the National Tax-deferred Savings Association (NTSA), focused on how technology is changing the industry and the new environment it creates for finance professionals. . “We are told it is a contact sport,” said the presenter Toni E. Whaley, a financial planner […]