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Monthly Archives: November 2021

Home›2021›November
  • Financial advisor
    By Mark L. Wells
    November 29, 2021
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    UBS publishes the 2022 financial advisor compensation grid

    A communications agency aimed at stemming the flow of separatist brokers to the independent channel is raising the salaries of more than half of its some ...
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  • Financial advisor
    By Mark L. Wells
    November 26, 2021
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    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 ...
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  • Financial authority
    By Mark L. Wells
    November 24, 2021
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    South Korean financial authority decides that NFTs are taxable By Cointelegraph

    South Korea’s Financial Services Commission, or FSC, announcement Tuesday that non-fungible tokens, or NFTs, will be taxed from next year. According to The Korea Herald, this ...
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  • Financial planner
    By Mark L. Wells
    November 24, 2021
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    What is a Certified Financial Planner? | Financial advisers

    The Certified Financial Planner, or CFP, designation is often considered the gold standard for financial planners. It is a mark of an advisor’s commitment to providing ...
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  • Financial planner
    By Mark L. Wells
    November 24, 2021
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    What is a Certified Financial Planner?

    The Certified Financial Planner, or CFP, designation is often considered the gold standard for financial planners. It is a mark of an advisor’s commitment to providing ...
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  • Financial authority
    By Mark L. Wells
    November 23, 2021
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    South Korean financial authority decides DTV is taxable

    South Korea’s Financial Services Commission, or FSC, announcement Tuesday that non-fungible tokens, or NFTs, will be taxed from next year. According to The Korea Herald, this ...
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  • Financial authority
    By Mark L. Wells
    November 23, 2021
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    South Korean financial authorities now say NFTs can be taxed

    South Korea’s Financial Services Commission (FSC) said some NFTs (non-fungible tokens) will be taxed from next year, reversing the finance minister’s stance on the matter announced ...
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  • Financial services
    By Mark L. Wells
    November 23, 2021
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    Operating a full financial services business

    Robyn tongol 13:18, 23 Nov 2021 5 minutes to read As a qualified broker, financial planner and accountant, Jennifer Richardson of 123 Financial Group covers the ...
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  • Financial planner
    By Mark L. Wells
    November 19, 2021
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    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 ...
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  • Financial planner
    By Mark L. Wells
    November 18, 2021
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    MWA Financial acquires Essex-based financial planner

    MWA Financial acquired an Essex-based wealth management firm, bringing its assets under influence to £ 380million and advisers to 19. The consolidator acquired CHC Wealth Management ...
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  • Financial services
    By Mark L. Wells
    November 18, 2021
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    “Socialist manifesto for American financial services”: Republicans blow up choice of Biden banking regulator Omarova in heated hearing

    Senate Republicans clashed with President Joe Biden’s candidate for federal chartered bank regulator in a confirmation hearing Thursday. Biden appointed Cornell law professor Saule Omarova as ...
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  • Financial services
    By Mark L. Wells
    November 17, 2021
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    Financial Services Scores Low on Ethics Index, Media Scores Low

    The financial services sector is perceived to be in the lower half of the ethical spectrum compared to other industries according to the Governance Institute’s 2021 ...
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  • Financial services
    By Mark L. Wells
    November 16, 2021
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    UserZoom expands its footprint in technology, financial services and healthcare

    Company grows over 40% and adds executives from HP and Google UserZoom, the leader in Experience Insights Management (XIM), ended 2021 by expanding its footprint in ...
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  • Financial advisor
    By Mark L. Wells
    November 10, 2021
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    How to be successful as a financial advisor

    Female financial advisor working with a young client Finding success as a financial advisor is important to growing your business to a sustainable level. But that ...
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  • Financial services
    By Mark L. Wells
    November 10, 2021
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    Hantz Financial Services, Inc. Deploys Riskalyze Elite To All Advisors As First Company To Launch New Discovery ™ Feature On Platform

    AUBURN, Calif .– (COMMERCIAL THREAD) –Riskalyze and Hantz Financial Services, Inc. today announced a corporate agreement to become the first to offer its more than 165 ...
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  • Financial services
    By Mark L. Wells
    November 9, 2021
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    Critical market for black women for the financial services industry, yet three in five expressed … | New

    King of Prussia, Pennsylvania, November 09, 2021 (GLOBE NEWSWIRE) – According to the original Black Women, Trust, and the Financial Services Industry Study, three in five ...
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  • Financial services
    By Mark L. Wells
    November 9, 2021
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    Critical market for black women for the financial services industry, yet three in five expressed … | Your money

    King of Prussia, Pennsylvania, November 09, 2021 (GLOBE NEWSWIRE) – According to the original Black Women, Trust, and the Financial Services Industry Study, three in five ...
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  • Financial services
    By Mark L. Wells
    November 9, 2021
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    Business News | Stock market and stock market news | Financial news

    Search for quotes, news, net asset values ​​of mutual funds Travel Fares INE0CLI01024, RATEGAIN, 543417 Vodafone idea INE669E01016, IDEA, 532822 Indiabulls Hsg INE148I01020, IBULHSGFIN, 535789 TataTeleservice ...
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  • Financial services
    By Mark L. Wells
    November 9, 2021
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    Critical Black Women’s Market for Financial Services

    King of Prussia, Pennsylvania, November 09, 2021 (GLOBE NEWSWIRE) – According to the original Black Women, Trust, and the Financial Services Industry Study, three in five ...
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  • Financial services
    By Mark L. Wells
    November 7, 2021
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    ola financial services: Ola Financial Services expands its insurance activities internationally

    Ola Financial Services (OFS) – a subsidiary of Ola – is looking to expand its insurance business internationally to support the company’s mobility service with products ...
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  • Financial advisor
    By Mark L. Wells
    November 5, 2021
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    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 ...
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  • Financial advisor
    By Mark L. Wells
    November 5, 2021
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    Scott Bendure Joins Pinnacle as Financial Advisor and Area Director

    Three more talented associates expand Shady Grove team 05 November 2021 Scott bendure joined Pinnacle Financial Partners as Financial Advisor and Area Manager for the firm’s ...
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  • Financial services
    By Mark L. Wells
    November 4, 2021
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    Transformative technologies will disrupt financial services

    5G / 6G and AI technology, global communication network concept. 6G business chart. Global affairs. The technologies that have decimated and transformed the retail and manufacturing ...
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  • Financial services
    By Mark L. Wells
    November 4, 2021
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    Young talents start a career in financial services with the company Wrexham

    There is cause for celebration in a Wrexham-based financial planning firm, thanks to the hard work of a member of their team. GM Wealth Management celebrated ...
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  • Financial planner
    By Mark L. Wells
    November 4, 2021
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    Financial Planner Says US Expat Clients Often Make Same Money Mistake When Moving Overseas

    Cristian Bortes / EyeEm / Getty Images Chris Chen, CFP®, has worked with expatriate clients and has lived abroad himself. He said one of the biggest ...
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  • Financial planner
    By Mark L. Wells
    November 4, 2021
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    Financial planner on the mistakes American expat clients often make

    Chris Chen, CFP®, has worked with expatriate clients and has lived abroad himself. He said one of the biggest problems expats face is filing income tax. ...
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  • Financial planner
    By Mark L. Wells
    November 4, 2021
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    Financial planner on common mistakes American expat clients make

    Chris Chen, CFP®, has worked with expatriate clients and has lived abroad himself. He said one of the biggest problems expats face is filing income tax. ...
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  • Financial services
    By Mark L. Wells
    November 4, 2021
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    ASIC shuts down unlicensed financial services business

    The Australian Securities and Investments Commission (ASIC) has obtained interim orders and injunctions from the Queensland Federal Court against the directors of an unlicensed financial services ...
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  • Financial services
    By Mark L. Wells
    November 4, 2021
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    ASIC decides to shut down unlicensed financial services business

    The businesses regulator confirmed on Thursday (November 4) that it has decided to shut down A One Multi Services on suspicion that the Queensland company is ...
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  • Financial services
    By Mark L. Wells
    November 4, 2021
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    Young talent begins financial services career at GM Wealth Management after graduating in financial consulting

    Wrexham-based financial planning firm GM Wealth Management celebrated that Simon Pattinson became one of the youngest qualified financial planners through the Quilter Financial Adviser School after ...
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  • Financial planner
    By Mark L. Wells
    November 1, 2021
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    Definition of financial planner

    What is a financial planner? A financial planner helps clients meet their current financial needs and their long-term financial goals. They use a structured process to ...
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