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Monthly Archives: February 2021

Home›2021›February
  • Financial services
    By Mark L. Wells
    February 26, 2021
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    Financial Services Focused Avalon Acquisition Files for $ 200 Million IPO

    Avalon Acquisition, a blank check firm targeting a company in the financial services industry, filed with the SEC on Friday to raise up to $ 200 ...
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  • Financial services
    By Mark L. Wells
    February 22, 2021
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    Portland-based venture capital firm acquired by Midwestern financial services firm

    A $ 3.5 billion St. Louis financial services firm bought North Atlantic Capital Corp., a Portland-based venture capital management firm, for an undisclosed price. In a ...
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  • Financial planner
    By Mark L. Wells
    February 22, 2021
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    How to become a financial planner

    Alan morrell | Special to the Democrat and Chronicle Development of a financial plan in the event of job loss Allworth Financial Advisors explain why it’s ...
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  • Financial planner
    By Mark L. Wells
    February 20, 2021
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    The 5 habits of my richest clients as a financial planner

    Building wealth has little to do with your job title. Some of the richest people I know are college dropouts, teachers, and unpretentious professionals who lead ...
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  • Financial services
    By Mark L. Wells
    February 16, 2021
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    New scholarship fund advances women in financial services

    LINCOLN, Neb., February 16, 2021 /PRNewswire/ — Ameritas is pleased to announce the Ameritas Fellowship for the Advancement of Women in Financial Services. This scholarship will ...
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  • Financial planner
    By Mark L. Wells
    February 11, 2021
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    What Is A Certified Financial Planner And Do You Need One?

    g-stockstudio / Shutterstock.com A Certified Financial Planner, or CFP, is a financial planning professional with the education, training, certification, and experience to help you strategize to ...
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  • Financial authority
    By Mark L. Wells
    February 10, 2021
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    The Financial Authority imposes a fine of 32,000 euros on Admiral Markets

    Last year, in April 2020, Admiral Markets changed the terms for trading financial instruments without notice to traders. This happened when the prices of crude oil ...
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  • Financial authority
    By Mark L. Wells
    February 9, 2021
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    Financial authority fines € 32,000 on online traders Admiral Markets | New

    In the same month, Admiral Markets, according to the Finantsinspektsioon, significantly changed the terms and conditions of its financial instruments unilaterally and without notice, specifically the ...
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  • Financial planner
    By Mark L. Wells
    February 5, 2021
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    What You Need To Know About Working As A Freelance Financial Planner Financial advisers

    A few years ago, financial planner Alex Hopkin looked for a flexible part-time position with a consulting firm. “As a stay-at-home mom, I didn’t want to ...
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