Category: Financial professional

Judy Carlson, Paying Fiduciary Financial Professional – Discussing money security risks that could derail a financial plan, interviewed on the Influential Entrepreneurs Podcast

Judy Carlson explains why taxes are one of the biggest money security risks. Questions covered in this interview include: Why are taxes such a big consideration when planning for wealth decumulation? Why is it so important to plan ahead when it comes to making financial decisions that involve paying taxes on income today rather than […]

Former finance professional for Philly Pops, Jewish exhibitor pleads guilty to embezzling more than $1.4 million

A former chief financial officer of the Philly Pops and the Jewish Exponent admitted Tuesday to stealing more than $1.4 million from nonprofits and using the stolen funds to pay off thousands in credit card debt. Cheryl Lutts, 43, of Philadelphia, told a federal judge the funds were used to cover travel and accommodation, legal […]

Real Estate and Financial Professional Services Framework 2022 to 2026 – Batch 2 Financial Advisory Services – Scope of Services

In relation to land and real estate owned, to be acquired or invested (through third parties) by Homes England and other public bodies including but not limited to; residential, commercial and industrial real estate, healthcare, leisure and retail real estate, agricultural and mixed real estate. An overview of the financial advisory services we seek to […]

Financial professional Dionisis Papadatos appointed to a management position

Dionisis Papadatos, a financial representative for Northwestern Mutual-Chicago, was named director of the university unit. In this leadership role, he will recruit and lead a team of college students participating in the firm’s cutting-edge financial planning internship program. “Dio has made a great contribution to the internship by mentoring and mentoring our college financial representatives,” […]

Eddisons appointed to Homes England Property and Financial Professional Services Framework

Javid Patel, Head of Public Sector at Eddisons Homes England, the government housing and regeneration agency tasked with freeing up more land to developers to help address the UK’s housing shortage, has appointed property consultant Eddisons to its property and financial professional services cadre in as part of lot 1: Professional real estate services. The […]

Judy Carlson, Fee-Based Fiduciary Financial Professional – Discussing the Importance of Tax Elimination Strategies Before Wealth Distribution, interviewed on the Influential Entrepreneurs Podcast

Judy Carlson explains why it’s so important to understand your “lifetime” tax liability. Questions covered in this interview include: What is one of the biggest security risks to our money, especially once the wealth decumulation begins? Why have taxes become such a big issue in retirement? What has happened in the past 40 years? Why […]

Judy Carlson, Paying Fiduciary Financial Professional – Discussion of Investments vs. Insurance for Wealth Accumulation, interviewed on the Influential Entrepreneurs Podcast

Judy Carlson explains how to use “Safe Money” strategies to protect families financially. Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-judy-carlson-fee-based-fiduciary-financial-professional-discussing-investments-vs-insurance-for-wealth-accumulation/ Judy explained, “It wasn’t until I worked in the financial services industry for 30 years that I discovered this strategy: building wealth with cash-accumulating life insurance! Most people are familiar with […]

Judy Carlson, Paying Fiduciary Financial Professional – Discussing how she protects families financially, interviewed on the Influential Entrepreneurs Podcast

Judy Carlson explains why there’s so much chaos and confusion surrounding retirement today. Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-judy-carlson-fee-based-fiduciary-financial-professional-discussing-how-she-protects-families-financially/ Judy explained, “Today more than ever, we realize the devastating impact of taxes and market volatility on our retirement income and lifelong financial plans. There is a retirement crisis raging in […]

LPL Financial, professional wealth advisers, welcome the mother-son team | News

CHARLOTTE, North Carolina, April 14, 2022 (GLOBE NEWSWIRE) — LPL Financial LLC today announced that financial advisors Theresa M. Hannon CPA and Kevin Hannon CFP® have joined LPL Financial’s brokerage, registered investment advisory (RIA) and custodial platforms. The parent and son team joins the existing group of advisors at Professional Wealth Advisors, LLC (PWA). They […]

LPL Financial, professional wealth advisors Welcome

CHARLOTTE, NC, April 14, 2022 (GLOBE NEWSWIRE) — LPL Financial LLC today announced that financial advisors Theresa M. Hannon CPA and Kevin Hannon CFP®, have joined the brokerage, registered investment advisory (RIA) and custody platforms of LPL Financial. The parent and son team joins the existing group of advisors at Professional Wealth Advisors, LLC (PWA). […]

Lincoln Finance Professional Talks Cryptocurrency Risks

There are several types of cryptocurrency, the most popular being bitcoin. LINCOLN, Neb. (KLKN) – The cryptocurrency bitcoin has been on a rollercoaster ride this year, with steep declines and increases in value. Local financial professional Tim Kulhanek of Stonebridge Insurance and Wealth Management says it is important to know what cryptocurrency is before investing […]

Lincoln Finance Professional Gives Advice on Managing Inflation

LINCOLN, Neb. (KOLN) – Amid the war in Ukraine, inflation is now at its highest level in 40 years. As prices continue to rise, financial experts at Stonebridge Insurance and Wealth Management give advice on how to manage inflation and keep money in your pocket. The Labor Department released its February report, saying the consumer […]

Are you in tune with your finance professional?

Are you sure that the services your finance professional is offering you are what you expect? Ensuring you’re on track with your financial services provider is the goal of the CRS form, the disclosure document the U.S. Securities and Exchange Commission adopted in 2019. Individual investors will be grateful to know that regulators are prosecuting […]

A finance professional shares more than a name and a birthday with a famous basketball player

Canton, CT, February 19, 2022 –(PR.com)– Most people recognize the name Michael Jordan when they hear it. This is something Michael T. Jordan learned very early in his life. But he does not only share the name of the famous basketball player. They also share a love of sports and are both high-achieving individuals. And […]

PR News | On the Move: FleishmanHillard Hires Plonner for Financial/Professional Services Role

Kirsten Plonner FleishmanHillard hiring Kirsten Plonner as Global Managing Director of Financial and Professional Services, a newly created position. Plonner was most recently chairman of FiComm Partners. Previously, she was director of strategic media and communications for Fidelity Investments and vice president at FH and Weber Shandwick. In her new role, she will work with […]

PR News | On the Move: FleishmanHillard Hires Plonner for Financial/Professional Services Role

Kirsten Plonner FleishmanHillard hiring Kirsten Plonner as Global Managing Director of Financial and Professional Services, a newly created position. Plonner was most recently chairman of FiComm Partners. Previously, she was director of strategic media and communications for Fidelity Investments and vice president at FH and Weber Shandwick. In her new role, she will work with […]

Financial professional publishes comprehensive guide to preserving and helping protect wealth

BOCA RATON, Florida, 22 December 2021 / PRNewswire / – Craig kirsner, MBA, President of Stuart Estate Planning Wealth Advisors has published his latest book, “RETIRE STRONG: Preserve and Help Protect Your Wealth and Leave a Legacy.” Kirsner has drawn on his more than 27 years of experience guiding clients to give readers a clear […]

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 […]

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 […]

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, […]

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. […]

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 […]

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 NTSA webinar focused on how technology is changing the industry and the new environment it creates for finance professionals. “We are told this is a contact sport,” said presenter Toni E. Whaley, financial planner at PlanMember Securities Corporation, of how members of the industry have been […]

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 […]

Lincoln Financial Network Launches Professional African-American Finance Network

PHILADELPHIA CREAM – (COMMERCIAL THREAD) – Lincoln Financial Network (LFN), the retail wealth management subsidiary of Lincoln Financial Group (NYSE: LNC), today announced the launch of its African American Financial Professionals Network (AAFPN), a new company-wide initiative designed to better support the unique needs of African American finance professionals and clients. The AAFPN is part […]

Welcome to LPL Financial Professional Wealth Advisors

CHARLOTTE, North Carolina, December 21, 2020 (GLOBE NEWSWIRE) – LPL Financial LLC (Nasdaq: LPLA), a leading retail investment advisory firm, independent brokerage and custodian of registered investment advisor (RIA), announced today that financial advisor Bryan Schneider has joined LPL Financial’s broker-dealer and corporate RIA platforms, leveraging LPL as a custodian. He said he has served […]

LPL Financial, Professional Wealth Advisors Welcome Financial Advisor Bryan Schneider

CHARLOTTE, North Carolina, Dec. 21. 2020 (GLOBE NEWSWIRE) — LPL Financial LLC (Nasdaq:LPLA), a leading retail investment advisory firm, independent broker and registered investment adviser (RIA) custodian, today announced that financial adviser Bryan Schneider has joined the broker and RIA platforms of business of LPL Financial, leveraging LPL as a custodian. He said he served […]

Welcome to LPL Financial Professional Wealth Advisors

CHARLOTTE, North Carolina, December 21, 2020 (GLOBE NEWSWIRE) – LPL Financial LLC (Nasdaq: LPLA), a leading retail investment advisory firm, independent brokerage and registered investment adviser (RIA) custodian , announced today that financial advisor Bryan Schneider has joined LPL Financial’s broker-dealer and corporate RIA platforms, leveraging LPL as a custodian. He said he has served […]

How to find a good financial professional – or abandon a bad one

Just like going to a mechanic to keep your car running smoothly and a doctor to stay healthy, consulting a financial professional can help make sure you’re on the right track when it comes to your money. Today more than ever, finance professionals are an essential resource. And despite the growing popularity of digital money […]

Work With A Financial Professional – Why Not Go It Alone?

If you’re looking to improve your financial situation, whether it’s saving more now, investing more for the future, or gaining flexibility along the way, you have several choices.You can do it yourself, navigating the intricacies of investing and insuring yourself. You can ask a friend or family member (probably one who has always been “good […]

Talk to your financial professional about what’s keeping you awake at night

As the COVID-19 pandemic continues, the list of things that worry Americans continues to grow. And almost certainly, concerns about finances are at the top of many lists. Worries about day-to-day finances, as well as long-term planning and strategies for retirement are on the minds of many these days. The good news is that these […]

5 questions to ask before hiring a finance professional

You’ve saved, contributed to your employment savings plan, and even invested for your retirement, and now you’ve decided you need help. Or, more help. Or better help. Where to start ? There are countless financial professionals out there, referring to themselves by different titles, listing various licenses and affiliations, and offering awe-inspiring claims for peace […]

Free 360 ​​employees while providing them with financial, professional, medical and emotional support

In a note to employees yesterday, Grab CEO and co-founder Anthony Tan announced that the company would lay off around 360 Grabbers (employees), or just under 5% of its workforce. Affected staff were notified by email yesterday at 1 p.m. with advice on next steps. Those who did not receive the email will keep their […]

Accenture acquires the financial professional services assets of Zafin

by Joe Panettieri • 12 dec. 2018 Accenture acquired professional services assets from Zafin, a financial services software provider. The search for talent is part of a larger strategic alliance between Accenture and Zafin that has surfaced today. Under the terms of the agreement: Selected Employees from Zafin’s Professional Services Business Join Accenture’s Global Financial […]

10 reasons why it’s best to work with a financial professional

It is important to know the financial planning process, changes in tax laws and the business cycle. That’s why you hire an advisor. (Photo: Shutterstock ( Everyone wants to cut out the middleman and buy straight from the source. It can get very scary for finance professionals. Who no longer uses a travel agency? (FYI: […]

Financial professional services could add £ 16bn in taxes by 2025

Paid professional service companies £ 15.5 billion in taxes last year. However, while that figure is already substantial, a new report claims the combined efforts of regulators, government and industry could enable the sector to deliver an additional £ 16bn to the UK economy by 2025. The UK is the world’s leading international financial center. […]

Rutledge Financial Professional, Quality, Trusted advisors

Rutledge Financial Partners, LLC, has been in business at Matthews for three years. As a small and growing financial company, it is committed to helping clients with creative solutions to achieve their financial and retirement goals. The key is for your financial advisor to understand your risk tolerance, your time frame, your horizons, and your […]

“A financial professional of Indian origin has died in a farce that has gone wrong in Portugal”

The 31-year-old was on a yacht with 13 friends at a bachelor party on the Tagus River in Lisbon. London: A UK-based Indian-born financial expert drowned after going overboard in a prank gone wrong on a singles river cruise he organized for his friend in Portugal, has learned a London court. Nishanthan Gnanathas, who witnessed […]

Local Advisor Selected as Top Financial Professional by Industry Publication

Sam and Laurie Cione It was obvious to us that Sam places a high value on quality relationship building and this is the kind of person we like to feature in our post. Daniel Williams, Senior Market Advisor Leawood, KS (PRWEB) December 22, 2009 Sam Cione of Integrity Wealth Management Insurance, of Sarasota, Fla., Was […]

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