The projects are at different stages of development, some are in the prospecting phase while others are about to get their full approval. "In addition to ... Given the decline in public subsidies for these types of projects across Europe , the decision.
Name one of the "100 Most Influential Financial Advisors" by Investopedia ... he implements advanced planning strategies by using a broad array of wealth creation and preservation techniques. JMB Financial Managers, Inc. provides customized investment.
LPL Financial 's deal to acquire the National Planning Holdings Inc . broker-dealer network was embraced by Wall Street on Wednesday, but the 3,200 NPH registered reps and advisers who manage $120 billion in client assets must evaluate the deal on their .
quot;To me, that's a little bit of a Hail Mary safe harbor for service providers who don't want to call themselves fiduciaries," said Duane Thompson, senior policy analyst at fi360 Inc ., a fiduciary consulting firm. "I guess some firms abhor the fiduciary.
Congress' latest rewrite of the retirement-savings plan for the military introduces an opportunity for financial advisers , though it remains to be seen whether they will step up and serve this unique market segment that is generally known for lower.
With speculation swirling about an imminent sale of the four National Planning Holdings Inc . broker-dealers, the network's CEO, Scott E. Romine, last week took the extraordinary step to send an email to the 3,500 reps and advisers affiliated with the.
The technology means that for the first time in decades, the balance of power between financial advisers and their employers may shift. For years, top advisers could command multimillion-dollar bonuses by jumping to a competitor. That slowed to a crawl.
but the solutions listed above can help clients avoid them. Part of the value retirement plan advisers provide is in guiding clients away from land mines. Aaron Pottichen is the retirement services president at CLS Partners, an Austin, Texas-based.
For some financial advisers that have been allocating client assets to alternative strategies to limit the impact of another market collapse, the conversations with clients get more difficult every time the S&P surpasses a new milestone. "We're feeling.
The strategic investment was made by WisdomTree Investments, Inc. (NASDAQ:WETF - News ... to offer an array of distinct product offerings that provide advisors with advanced client prospecting tools, online client onboarding, institutional grade analytics.
It also means hackers have millions of potential gateways through which to access the computer systems of financial firms. Those firms, large and small, will have to continuously step up their cybersecurity efforts, and that will take time and money as.
According to the survey, which was released last week, 39% of advisors are selling more annuities, in a response to customer demand for products guaranteed income products. Also, 26% of advisors are using new methods for prospecting for clients.
Let's suppose you are a financial advisor in the Kansas City, Missouri market, which includes both Missouri and Kansas. The Greater Kansas City Chamber is the dominant player, with more than 2,250 members. Reviewing their membership directory, this .