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Pensacola Framery

Pensacola Framery

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Monthly Archives: July 2022

Home›2022›July
  • Financial services
    By Mark L. Wells
    July 30, 2022
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    Primal Group paves the way for the growth of its financial services business

    With the acquisition of debt-ridden DHFL, the Piramal Group has set a growth trajectory and is targeting a loan disbursement of around Rs 3,500 crore in ...
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  • Financial planner
    By Mark L. Wells
    July 30, 2022
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    7 signs you need to see a financial planner right now

    We all love to tinker, but there are times when it makes sense to seek professional financial help. If you want to retire or send your ...
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  • Financial advisor
    By Mark L. Wells
    July 30, 2022
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    Financial adviser offers advice to lottery winners as Mega Millions jackpot grows

    FRIDAY MEGA MILLIONS WINNING NUMBERS: 67-45-57-36-13 (Golden Ball: 14) — MYRTLE BEACH, SC (WMBF) — The Mega Millions jackpot has risen to $1.28 billion ahead of ...
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  • Financial services
    By Mark L. Wells
    July 29, 2022
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    FIRST BUSINESS FINANCIAL SERVICES, INC. Management’s Discussion and Analysis of Financial Condition and Results of Operations (Form 10-Q)

    General Unless otherwise stated or unless the context otherwise requires, all references in this report to the “Company”, “we”, “us”, “our” or similar references mean First ...
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  • Financial advisor
    By Mark L. Wells
    July 29, 2022
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    The Mather Group ranked #22 among Financial Advisor’s 50 fastest growing companies in 2022

    CHICAGO–(BUSINESS WIRE)–The Mather Group, LLC (TMG), a wealth management firm with 12 offices across the country and more than $7.5 billion in assets under management (AUM, ...
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  • Financial institutions
    By Mark L. Wells
    July 28, 2022
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    ‘Hijrah’ moment: Coming out of the dark side of payday loans – Universities

    Sri Rahayu Hijrah Hati (The Jakarta post) PRIME Jakarta ● Fri, July 29, 2022 Indonesia has become a promised land for the development of the mobile ...
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  • Financial planner
    By Mark L. Wells
    July 28, 2022
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    What is a Financial Planner? – Forbes Canada Advisor

    A financial planner helps you chart the course of your financial life, from budgeting to saving, reducing your tax burden and passing on a financial legacy ...
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  • Financial services
    By Mark L. Wells
    July 27, 2022
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    Critical comparison: Evans Bancorp (NYSE: EVBN) and The PNC Financial Services Group (NYSE: PNC)

    Evans Bancorp (NYSE:EVBN – Get Rating) and The PNC Financial Services Group (NYSE:PNC – Get Rating) are both finance companies, but which is the better investment? ...
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  • Financial advisor
    By Mark L. Wells
    July 25, 2022
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    An independent financial advisor helps clients mitigate risk through tactical portfolios and strategy diversification.

    Omaha-based financial advisor Jeff Ingraham has developed a strategy over the years to guide pre-retirees and retirees toward effective and efficient management of their financial resources. ...
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  • Financial services
    By Mark L. Wells
    July 23, 2022
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    Kevin Coffey, Founder and CEO of Complete Spectrum Financial Services, interviewed on the Influential Entrepreneurs podcast discussing a unique tax-efficient wealth building strategy

    Kevin Coffey discusses his approach to helping his clients create a savings plan that makes sense for a successful future. Kevin Coffey, Founder and CEO of ...
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  • Financial institutions
    By Mark L. Wells
    July 23, 2022
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    Pay-as-you-go gets workers paid more frequently, but bad for budgeting

    In the United States, Walmart, an early adopter of pay-as-you-go, only allows employees to collect their pay once during each week of its two-week pay period.Kamil ...
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  • Financial advisor
    By Mark L. Wells
    July 23, 2022
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    Penrith-based financial advisers appoint independent financial adviser

    A Penrith-based financial advisory firm has appointed a new independent financial adviser. Sarah Jackson was appointed to this position after completing her Level 4 Regulated Financial ...
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  • Financial services
    By Mark L. Wells
    July 22, 2022
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    Provident Financial Services, I – Consensus indicates 11.8% upside potential

    Provident financial services, i found using the ticker (PFS) now have 5 total analysts covering the stock. The consensus rating is “Hold”. The target price ranges ...
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  • Financial planner
    By Mark L. Wells
    July 21, 2022
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    The FPA proposes a title legally defining the “financial planner”

    The Denver-based Financial Planning Association said today it will continue a multi-year advocacy effort to gain legal recognition for the term “financial planner” through title protection. ...
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  • Financial advisor
    By Mark L. Wells
    July 21, 2022
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    MJP Wealth Advisors Named to Financial Advisor Magazine’s 50 Fastest Growing Companies List for 2022

    FARMINGTON, Conn.–(BUSINESS WIRE)–MJP Wealth Advisors, an independent wealth management and financial planning advisory firm, today announced that it has been named to Financial Advisor (FA) magazine’s ...
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  • Financial planner
    By Mark L. Wells
    July 21, 2022
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    FPA aims to obtain legal recognition of the “financial planner”

    Currently, “there are no minimum standards of competence and ethics for those claiming to be financial planners. Some accrediting bodies have their own prescribed standards, but ...
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  • Financial planner
    By Mark L. Wells
    July 20, 2022
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    Working With a Financial Planner Helps Investors Sleep Better at Night, New Study Finds

    Money / Financial Planning gorodenkoff/Getty Images/iStockphoto Do you have trouble sleeping at night? Tired of counting sheep? You may want to hire a financial advisor. A ...
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  • Financial services
    By Mark L. Wells
    July 20, 2022
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    Financial Services Compliance Officers Should Go Beyond Regulators to Provide Employee Crypto Trading Guidance

    Digital assets and cryptocurrencies have further revealed the diametrically opposed relationship between technological innovation and regulatory rulemaking. As crypto innovation has moved at lightning speed, presenting ...
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  • Financial advisor
    By Mark L. Wells
    July 19, 2022
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    Kimberly Foss Named One of Investopedia’s Top 100 Financial Advisors for 2022

    Kimberly Foss, Investopedia 100 Top Financial Advisor 2022 Investopedia 100 celebrates financial advisors who make important contributions It’s an honor to be named to Investopedia’s Top ...
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  • Financial planner
    By Mark L. Wells
    July 19, 2022
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    Secure a Strong Future with Capstone Planning, LLC, Financial Planner Palm Coast, FL

    Palm Coast, Florida: Independent financial services firm Capstone Planning, LLC is at the forefront of helping individuals create a sustainable and fulfilling retirement. The company uses ...
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  • Financial advisor
    By Mark L. Wells
    July 18, 2022
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    How a Longtime Financial Advisor Invests in Crypto, Advises Clients

    The use of digital assets, the first new asset class in 150 years, has many intriguing implications. These include “the ability to create money out of ...
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  • Financial services
    By Mark L. Wells
    July 18, 2022
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    New owner for Aberdeen financial services company

    New owner for Aberdeen financial services company Calendar An icon of a desktop calendar. to cancel An icon of a circle with a diagonal line across ...
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  • Financial advisor
    By Mark L. Wells
    July 16, 2022
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    How To Find An LGBTQ-Friendly Financial Advisor |

    Personal finance can seem particularly daunting for members of the LGBTQ+ community, who have faced exclusion and discrimination from family, financial institutions and government. According to ...
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  • Financial services
    By Mark L. Wells
    July 16, 2022
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    Howard Financial Services LTD. Buys 1,924 shares of Apple Inc. (NASDAQ: AAPL)

    Howard Financial Services LTD. increased its stake in Apple Inc. (NASDAQ: AAPL – Get Rating) by 2.8% during the first quarter, reports HoldingsChannel.com. The fund held ...
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  • Financial services
    By Mark L. Wells
    July 15, 2022
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    ESG and Financial Services – Lexology

    July 2022 saw a number of significant financial services-related developments in the ESG space. Greenwashing Reflecting the ongoing focus on how best to combat greenwashing, the ...
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  • Financial services
    By Mark L. Wells
    July 13, 2022
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    Private and Public Cloud in Financial Services Market Outlook 2022-2028

    The global research report “Private and Public Cloud in Financial Services Market” provides an overview of the market including foundation and development. The Private and Public ...
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  • Financial services
    By Mark L. Wells
    July 11, 2022
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    Apple Inc. (NASDAQ:AAPL) Stock position trimmed by Baskin Financial Services Inc.

    Baskin Financial Services Inc. reduced its stake in shares of Apple Inc. (NASDAQ: AAPL – Get Rating) by 4.5% during the first quarter, according to its ...
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  • Financial institutions
    By Mark L. Wells
    July 10, 2022
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    Inflation, gas prices and interest rates are on the rise. Here’s how to prepare yourself financially for the tough times ahead

    Financially, times are pretty tough – and they aren’t expected to improve anytime soon. Reserve Bank Governor Philip Lowe said a recession was not expected in ...
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  • Financial services
    By Mark L. Wells
    July 9, 2022
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    PNC Financial Services Group (NYSE:PNC) demoted by Raymond James to Market Perform

    PNC Financial Services Group (NYSE: PNC – Get a Review) was downgraded by Raymond James from an “outperforming” rating to a “market performing” rating in a ...
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  • Financial advisor
    By Mark L. Wells
    July 8, 2022
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    Ameriprise Hires Financial Advisor Jennifer Marcontell

    Independent brokerage Ameriprise landed one of the biggest financial adviser hires of the year, adding a billion-dollar team that left rival Edward Jones behind. Advisor Jennifer ...
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  • Financial institutions
    By Mark L. Wells
    July 7, 2022
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    BBB talks payday lenders

    BBB says stay independent of payday lender debt cycle Consumers can easily fall into the debt trap, especially as inflation appears to be eroding purchasing power. ...
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  • Financial services
    By Mark L. Wells
    July 7, 2022
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    Financial services group buys Hong Kong wealth manager

    Doo Financial has acquired an anonymous Hong Kong-based wealth management company. Financial terms of the transaction were not disclosed. The acquired company is now known as ...
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  • Financial advisor
    By Mark L. Wells
    July 6, 2022
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    JD Power Financial Advisor Satisfaction Ranking 2022

    As financial advisors navigate their clients through market volatility and inflation, they’re looking more critically than ever at their current brokerage firms, according to a new ...
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  • Financial institutions
    By Mark L. Wells
    July 6, 2022
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    An option when the salary arrives too late

    The past few months have been difficult for New Yorkers. The omicron surge has ravaged the state, supply chain issues have contributed to grocery store shelves ...
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  • Financial planner
    By Mark L. Wells
    July 5, 2022
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    Ask Paul: A Financial Planner Sold My Dad’s Wallet Without Permission

    Dear Paul, I write on behalf of my 85 year old father. After 60 years of living in his house, the upkeep and maintenance are too ...
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  • Financial planner
    By Mark L. Wells
    July 5, 2022
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    What is a Paid Financial Planner? – Forbes Advisor

    Editorial Note: We earn a commission on partner links on Forbes Advisor. Commissions do not affect the opinions or ratings of our editors. Not all financial ...
    Read More
  • Financial authority
    By Mark L. Wells
    July 5, 2022
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    Singapore Financial Authority to Impose Tougher Crypto Restrictions

    According to a senior government minister, the Monetary Authority of Singapore, or MAS, has “seriously reviewed” additional rules that would influence how ordinary investors deal with ...
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  • Financial institutions
    By Mark L. Wells
    July 4, 2022
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    Best Online Payday Loans for Bad Credit – MarTech Series

    Best Online Payday Loans for Bad Credit – MarTech Series ...
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  • Financial planner
    By Mark L. Wells
    July 2, 2022
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    What to look for in both

    Select’s editorial team works independently to review financial products and write articles that we think our readers will find useful. We earn commission from affiliate partners ...
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  • Financial planner
    By Mark L. Wells
    July 1, 2022
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    Financial Advisor Vs. Financial Planner – Forbes Advisor

    Editorial Note: We earn a commission on partner links on Forbes Advisor. Commissions do not affect the opinions or ratings of our editors. Although the terms ...
    Read More
  • Financial advisor
    By Mark L. Wells
    July 1, 2022
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    Financial Advisor IQ – print number

    Former Financial Advisor Eric Edelman believes that cryptocurrencies are here to stay despite opposition at the highest levels of the financial services industry. ” The most ...
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  • Financial institutions
    By Mark L. Wells
    July 1, 2022
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    Credit scores and the biases behind them

    Although your credit score is generated from data about you, the design of the algorithms behind the score is often based on broader financial trends. “A ...
    Read More

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