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Monthly Archives: December 2021

Home›2021›December
  • Financial planner
    By Mark L. Wells
    December 31, 2021
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    Gym owner and financial planner agree on how to set New Years resolutions

    Friday is New Years Eve and there is still time to make some resolutions. During the pandemic, living rooms have become workplaces, gymnasiums and classrooms. Local ...
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  • Financial advisor
    By Mark L. Wells
    December 29, 2021
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    Financial Advisor Discusses Tips for Smart Financial Planning in the New Year – Oakland News Now

    Oakland News Now – Financial Advisor Discusses Tips for Smart Financial Planning in the New Year – video made by the YouTube channel with the logo ...
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  • Financial authority
    By Mark L. Wells
    December 24, 2021
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    The financial authority imposes a fine of 5.86 million lei (1.2 million euros) on Euroins Romania

    BUCHAREST (Romania), December 24 (SeeNews) – Romanian financial supervisory authority ASF said it imposed a fine of 5.86 million lei ($1.3 million/1.18 million euros) on the ...
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  • Financial planner
    By Mark L. Wells
    December 22, 2021
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    Northamptonshire Financial Planner Achieves Highest Qualification in Profession

    Conor O’Sullivan A Northamptonshire-based financial planner has now achieved the highest global certification available to financial planners in the UK. Conor O’Sullivan, of O’Sullivan Financial Planning, ...
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  • Financial advisor
    By Mark L. Wells
    December 21, 2021
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    Integrated Partners adds Welborn Financial, completes record year of recruiting financial advisors

    BOSTON–(COMMERCIAL THREAD) – Integrated Partners, a national financial planning and investment advisory firm, completes a year of record growth – adding 11 teams of financial advisers ...
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  • Financial planner
    By Mark L. Wells
    December 18, 2021
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    Your financial planner wants to manage all of your retirement assets. Is it a good idea?

    As you approach retirement, you hire a financial planner to help you manage your investments. Expect three things to happen: 1. The advisor will ask you ...
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  • Financial advisor
    By Mark L. Wells
    December 17, 2021
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    financial advisor obtains CFP professional certification | News from local businesses

    NEWTON – Matthew Cook, financial advisor to the Edward Jones financial services firm in Newton, has been cleared by the Certified Financial Planner Board of Standards ...
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  • Financial advisor
    By Mark L. Wells
    December 17, 2021
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    Strategies of Financial Advisors to Increase Assets and Attract Better Clients

    THere are many financial advisor strategies you can use to increase your assets and attract better clients. Do you want to increase your minimums to at ...
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  • Financial advisor
    By Mark L. Wells
    December 17, 2021
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    Estate planning questions to ask your financial advisor

    Estate planning and inheritance tax are often areas of personal finance relegated to the bottom of the list. Often people don’t want to think about what ...
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  • Financial services
    By Mark L. Wells
    December 14, 2021
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    How to know what financial services your employer offers

    The Select editorial team works independently to review financial products and write articles that our readers will find useful. We may receive a commission when you ...
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  • Financial services
    By Mark L. Wells
    December 14, 2021
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    Jacobs Financial Services can help you get your finances and retirement funds in order

    GRAND RAPIDS, Mich. (WOOD) — Amway Co-Chair Doug DeVos has launched a new podcast, featuring a wide variety of guests, from sports stars and community leaders ...
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  • Financial advisor
    By Mark L. Wells
    December 13, 2021
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    former financial advisor sentenced to 14 years in federal prison for $ 12 million fraud that caused clients to lose their retirement savings | USAO-CDCA

    LOS ANGELES – A former financial adviser with a long disciplinary history was sentenced today to 168 months in federal prison for a real estate investment ...
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  • Financial services
    By Mark L. Wells
    December 13, 2021
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    How to start providing financial services to your clients

    By Joseph Graziano, CFP®. As an accounting firm, you know what to offer correct tax preparation can cause significant fluctuations in your cash flow and workload. ...
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  • Financial services
    By Mark L. Wells
    December 13, 2021
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    Why you should start offering financial services to your clients

    By Joseph Graziano, CFP®. Your accounting firm offers valuable services to your clients. But what if you could take that value up a notch and help ...
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  • Financial services
    By Mark L. Wells
    December 13, 2021
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    PROSPERA FINANCIAL SERVICES ACCELERATES ITS GROWTH STRATEGY WITH THE ACQUISITION OF DORSEY & COMPANY | State

    DALLAS, December 13, 2021 /PRNewswire/ — Prospera Financial Services, Inc. (“Prospera” or “the Company”), a specialty wealth management firm supporting a national network of independent advisors, ...
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  • Financial advisor
    By Mark L. Wells
    December 11, 2021
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    Financial Advisor Predicts Cryptocurrencies Are “One of the Biggest Bubbles in History”; says ‘it’s going to be ugly’

    Financial adviser Ryan Payne, chief executive of Payne Capital Management, discussed the future position of bitcoin and the digital currency market on Yahoo Finance on Monday. ...
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  • Financial services
    By Mark L. Wells
    December 10, 2021
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    Will AI and ML revolutionize the financial services industry?

    AArtificial intelligence (AI) and machine learning (ML) are playing an increasingly important role in the financial services industry. Their promise to build an operational infrastructure that ...
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  • Financial services
    By Mark L. Wells
    December 10, 2021
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    Changing Gender Norms Required to Increase Women’s Representation in Financial Services: Jane Hume

    Senator Jane Hume, Minister of Pensions, Financial Services and Digital Economy and new Minister of Women’s Economic Security, urged the financial services industry to help more ...
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  • Financial services
    By Mark L. Wells
    December 10, 2021
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    5 Best Financial Services in Tucson, AZ

    Below is a list of the best and leading financial services in Tucson. To help you find the bestFinancial services located near you in Tucson, we’ve ...
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  • Financial advisor
    By Mark L. Wells
    December 8, 2021
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    Mark Swenson Joins Merchants Investment Services as Financial Advisor | Community

    Mark Swenson has joined Merchants Investment Services as a financial advisor, according to Andrew Guzzo, Winona and Southeast Regional President. “Our clients recognize that investment strategies ...
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  • Financial planner
    By Mark L. Wells
    December 6, 2021
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    How to select a financial planner who supports you

    Many physicians choose to manage their finances on their own, although they would benefit from working with a financial planner. So why are doctors reluctant to ...
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  • Financial planner
    By Mark L. Wells
    December 6, 2021
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    As a Financial Planner I Often See 3 Reasons Why Budgets Crash

    One of the most crucial things to achieving your financial goals is simple: sticking to a budget. Budgets often get shattered due to impulse buying, excessive ...
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  • Financial advisor
    By Mark L. Wells
    December 4, 2021
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    Edward Jones Financial Advisor Tracy Regalia Receives Certified Asset Management (DM) Specialist designation | Newspaper

    KEARNEYSVILLE – Financial Advisor Tracy Regalia of Edward Jones Financial Services Company in Kearneysville has earned the Certified Asset Management (DM) Professional designation. Regalia has successfully ...
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  • Financial services
    By Mark L. Wells
    December 3, 2021
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    Students should have the opportunity to take the Vital Financial Services Exam Preparation Course for free.

    Jacquelyn Rosado ’22 MS has the ambition to become a confirmed financial planner. She is hoping that she will currently get a nudge from the college ...
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  • Financial services
    By Mark L. Wells
    December 3, 2021
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    Grateful Students for the Opportunity to Take an Important Financial Services Exam, a Free Preparation Course

    By Renee Chmiel, Marketing and Communications Office December 2, 2021 Jacquelyn Rosado ’22 MS aspires to become a Certified Financial Planner. She is now receiving a ...
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  • Financial services
    By Mark L. Wells
    December 3, 2021
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    Students are grateful for the opportunity to take an important financial services exam and a free preparation course

    Thanks to the generous support of a benefactor from Pompea College of Business as well as two professors from the University of New Haven, 30 students ...
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  • Financial services
    By Mark L. Wells
    December 2, 2021
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    Business News | Stock and Equity Market News | Financial News

    Search mutual fund quotes, news, net asset values Trident INE064C01022, TRIDENT, 521064 Suzlon Energy INE040H01021, SUZLON, 532667 TataTeleservice INE517B01013, TTML, 532371 CDS INE467B01029, SDC, 532540 HFCL ...
    Read More

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