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Tag: financial advisers

Home›Posts Tagged "financial advisers"
  • Financial advisor
    By Mark L. Wells
    January 18, 2022
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    Lancashire financial adviser joins growing national group

    Chorley’s True Bearing Chartered Financial Planners have joined the UK-wide Amber River Group, made up of a number of independent regional financial advisers across the UK ...
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  • Financial advisor
    By Mark L. Wells
    January 13, 2022
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    Do we need more than one financial advisor?

    It’s not uncommon for people to use multiple advisors to manage their finances. For example, someone may have one advisor who invests their 401(k), another who ...
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  • Financial advisor
    By Mark L. Wells
    January 3, 2022
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    How to select a financial advisor

    With a New Year comes a chance to reassess your financial goals. And if you need help on the right course to reach those goals, a ...
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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 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 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 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 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 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 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 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 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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    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 ...
    Read More
  • 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 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 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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  • Financial planner
    By Mark L. Wells
    October 29, 2021
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    How to choose a financial planner

    How to choose a financial planner A financial planner is a type of financial advisor who can help you set and meet long-term goals, like saving ...
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  • Financial planner
    By Mark L. Wells
    October 29, 2021
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    Get a financial planner? Here is what it will cost you

    Financial planner fees If you think financial advisers are all about money management, think again. Many advisors also offer financial planning services and help you plan ...
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  • Financial advisor
    By Mark L. Wells
    October 28, 2021
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    How can you sue your financial advisor? Hire a financial advisor lawyer!

    Using a final advisor is one of the best ways to learn how to spend your money, invest your money, and start a business. By hiring ...
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  • Financial advisor
    By Mark L. Wells
    October 26, 2021
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    UBS Q3 Profits Rise Thanks to Productivity of Financial Advisors

    After its fourth consecutive quarter of record pre-tax profit, UBS’s Global Wealth Management Americas unit expects to reach more US customers with a new digital service. ...
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  • Financial advisor
    By Mark L. Wells
    October 23, 2021
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    Investment Portfolios Could Fall 5% – Financial Advisor Warns Investors to Check Finances | Personal Finances | Finance

    It can be easy to let investments drop to the bottom of your priority list, especially if they are in long-term, relatively stable portfolios, but it ...
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  • Financial planner
    By Mark L. Wells
    October 12, 2021
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    Here’s when your financial planner’s advice needs a second opinion

    Financial advisers often compare themselves to doctors. Like physicians, they provide specialized expertise to deal with complex problems. There is a big difference: When patients face ...
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  • Financial advisor
    By Mark L. Wells
    October 5, 2021
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    “It’s time to negotiate. How To Get The Best Financial Advisor – For Much Less Money

    MarketWatch has promoted these products and services because we believe readers will find them useful. We may earn a commission if you purchase products through our ...
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  • Financial planner
    By Mark L. Wells
    October 3, 2021
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    Financial planner: use bonds as a “shock absorber”

    EEquity investors are well aware of recent market movements, which are refocusing on the need for bonds in a balanced portfolio as a “buffer”. Last Tuesday ...
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  • Financial advisor
    By Mark L. Wells
    September 30, 2021
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    How to find a socially responsible financial advisor

    These days, becoming an ESG investor has never been easier. With a growing number of financial products focusing on environmental, social and governance issues, many investors ...
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  • Financial advisor
    By Mark L. Wells
    September 30, 2021
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    Cheated by your broker or financial advisor? Investors find it increasingly difficult to get their money back

    Dodgy brokerages with dishonest sellers are rightly criticized for systematically failing to pay the money ordered by the regulator to the investors they cheated. But independent ...
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  • Financial advisor
    By Mark L. Wells
    September 29, 2021
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    Barron’s Recognizes Charles Zhang as America’s Leading Independent Financial Advisor

    Zhang is a financial advisor registered with NAPFA and paid only on a fee basis. NAPFA Registered Financial Advisors are financial planners who adhere to the ...
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  • Financial advisor
    By Mark L. Wells
    September 28, 2021
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    Adds Financial Advisor Hiring Veteran Jason Catlender to Leadership Team

    Integrated Partners, a registered national financial planning and investment advisory firm, has appointed a new Senior Vice President of Business Development and Financial Advisor Recruitment – ...
    Read More
  • Financial advisor
    By Mark L. Wells
    September 28, 2021
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    Integrated Partners Adds Financial Advisor Recruiting Veteran Jason Catlender to Executive Team

    BOSTON–(COMMERCIAL THREAD) – Integrated Partners, a registered national financial planning and investment advisory firm, has appointed a new senior vice president of business development and financial ...
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  • Financial planner
    By Mark L. Wells
    September 21, 2021
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    Certified financial planner: definition, what they do

    A Certified Financial Planner (CFP) is a trade-industry designation for advisers and other professionals in the financial field. To obtain the CFP designation, advisors must have ...
    Read More
  • Financial advisor
    By Mark L. Wells
    September 19, 2021
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    PATRICK: Is your financial advisor retiring? | Local News

    What’s the next step for you? I started in the financial planning industry at the age of 22. It was not uncommon for me to hear ...
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  • Financial advisor
    By Mark L. Wells
    September 16, 2021
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    What is a financial advisor and what does he do?

    A financial advisor is a professional who provides advice on managing your money to achieve your financial goals. Financial advisers are unregulated, although those who provide ...
    Read More
  • Financial services
    By Mark L. Wells
    September 10, 2021
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    What Financial Services Can Learn From Cristiano Ronaldo

    “Agua.” That’s what Ronaldo had to say, holding a water bottle in the air during a press conference during the Euros earlier this year. In a ...
    Read More
  • Financial services
    By Mark L. Wells
    September 3, 2021
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    How blockchain can transform the financial services industry | Cryptocurrency

    Blockchain technology is one of the major innovations in the financial industry, promising to reduce fraud, ensure fast and secure transactions and transactions, and ultimately help ...
    Read More
  • Financial planner
    By Mark L. Wells
    August 31, 2021
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    RMD Podcast # 24: Robert Klein, Financial Planner and Retirement Specialist

    With financial planners among the most important potential referral partners for reverse mortgages, this episode of The RMD podcast features a conversation between RMD Editor-in-Chief Chris ...
    Read More
  • Financial services
    By Mark L. Wells
    August 31, 2021
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    Openwork relaunches the conference of women in financial services

    Openwork Partnership relaunched its annual conference on Women in Financial Services. The conference, which is the third event under the theme Inspiring Women in Financial Services, ...
    Read More
  • Financial services
    By Mark L. Wells
    August 31, 2021
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    Openwork Partnership Relaunches Conference on Women in Financial Services

    “The goal is to inspire women and provide role models as we build on the company’s commitment to supporting women in financial services and bridging the ...
    Read More
  • Financial planner
    By Mark L. Wells
    August 29, 2021
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    Financial planner shares journey of uncovering reverse mortgages and how to unlock greater participation

    The financial planning community is often sought after by reverse mortgage professionals as a referral source, as planners can help provide the clarity needed by their ...
    Read More
  • Financial planner
    By Mark L. Wells
    August 27, 2021
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    Financial advisor vs financial planner: what’s the difference?

    Drazen Zigic / Getty Images / iStockphoto Getting your finances in order is an essential step in taking important steps in life, such as starting a ...
    Read More
  • Financial services
    By Mark L. Wells
    August 21, 2021
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    Financial services team up | News, Sports, Jobs

    MARIETTA – A financial planning firm in Marietta since 1986, Fleming Watson Financial Advisors joined Commonwealth Financial Services as part of the firm’s expansion to Marietta. ...
    Read More
  • Financial services
    By Mark L. Wells
    August 18, 2021
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    Responding to Scandals, a Poor Platform for Financial Services Reform: ALRC Panel

    The President of the ALRC, the Hon. Judge Sarah Derrington Legal academics who study the effectiveness of financial services law believe that the development of the ...
    Read More
  • Financial planner
    By Mark L. Wells
    August 9, 2021
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    Financial planner: In-depth advice, including reverse mortgage, justifies a 1% fee

    A discussion in the financial planning community has emerged about the structure of compensation, illustrated by a recently published story on the validity and rationale for ...
    Read More
  • Financial advisor
    By Mark L. Wells
    August 2, 2021
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    Financial advisor Alan Kodama affiliated with LPL

    After spending his entire career with Ameriprise, a 34-year-old veteran financial advisor abandoned the company in favor of his biggest rival, an independent broker. Alan Kodama ...
    Read More
  • Financial planner
    By Mark L. Wells
    July 28, 2021
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    Big bank departures add importance to financial planners’ recommendations for reverse mortgages

    The exit of large banking institutions like Wells Fargo and Bank of America from the reverse mortgage market over the past decade has made the importance ...
    Read More
  • Financial services
    By Mark L. Wells
    July 27, 2021
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    Wellington financial services firm FoxPlan censored by Financial Markets Authority for malpractice

    123RF The FMA discovered that four of FoxPlan’s representatives falsely claimed to clients that they were a licensed financial advisor or financial planner. Wellington’s financial services ...
    Read More
  • Financial planner
    By Mark L. Wells
    July 27, 2021
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    Need a Financial Planner 5 Pros and Cons of Hiring Economic news

    Image by Free-Photos from Pinterest Hiring a financial advisor is an important decision and should be considered carefully before getting started. It means both doing your ...
    Read More
  • Financial services
    By Mark L. Wells
    July 27, 2021
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    Expert in financial services and retirement planning and former CEO of VALIC Financial Advisors joins CEO Coaching International®

    MIAMI, July 27, 2021 / PRNewswire / – International CEO coaching®, the global leader in coaching CEOs and growth-oriented entrepreneurs, is pleased to announce Shawn duffy ...
    Read More
  • Financial planner
    By Mark L. Wells
    July 15, 2021
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    Private wealth manager vs financial planner: what’s the difference? | Financial advisers

    The financial industry is better at finding new names for its products and services than the bartenders who whip up new drinks. In the defense of ...
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  • Financial planner
    By Mark L. Wells
    July 15, 2021
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    Private wealth manager vs financial planner

    The financial industry is better at finding new names for its products and services than the bartenders who whip up new drinks. In the defense of ...
    Read More
  • Financial planner
    By Mark L. Wells
    June 16, 2021
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    Financial Planner Helps People Prepare for Worry-Free Retirement | News, Sports, Jobs

    Chad Michaels with his wife Britney and their sons Connor and Garrett. Photo submitted by Chad Michaels [email protected] Chad Michaels says his clients don’t have to ...
    Read More
  • Financial planner
    By Mark L. Wells
    May 27, 2021
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    How to find an LGBTQ + friendly financial planner

    If you are part of the LGBTQ + community, finding an LGBTQ + friendly financial advisor can be both important and difficult. Overall, financial advisers are ...
    Read More
  • Financial planner
    By Mark L. Wells
    May 20, 2021
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    Financial advisor versus financial planner: what’s the difference? | Financial advisers

    A rose by any other name can still be a rose, but is a financial advisor who calls himself a financial planner still a financial advisor? ...
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  • Financial services
    By Mark L. Wells
    May 18, 2021
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    Financial Services Regulatory Authority of Ontario updates: title protection, agent standards

    The proposed title protection framework aims to improve consumer protection in the financial services industries, to protect the titles of financial planners and financial advisers in ...
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  • Financial planner
    By Mark L. Wells
    April 27, 2021
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    What is a Certified Financial Planner (CFP)? – Councilor Forbes

    Editorial Note: Forbes Advisor may earn a commission on sales made from partner links on this page, but this does not affect the opinions or ratings ...
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  • Financial planner
    By Mark L. Wells
    April 24, 2021
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    Best Financial Planner: Daylan Gwosdz | Best of the best

    After working with Edward Jones as a financial advisor for a decade, community members in the hometown of Daylan Gwosdz, Victoria, voted him best financial advisor. ...
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  • Financial planner
    By Mark L. Wells
    April 4, 2021
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    How the pandemic made it easier to work with a financial planner

    Dear Liz: You often recommend in your column that you seek the advice of a paid financial planner. Where can I find such a financial planner? ...
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  • Financial planner
    By Mark L. Wells
    April 1, 2021
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    Financial Planner: How Reverse Mortgage Professionals Can Approach People Like Me

    For a reverse mortgage professional, a relationship with a financial planner can be a very powerful referral partnership to forge. Financial planners provide their clients with ...
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  • Financial services
    By Mark L. Wells
    March 12, 2021
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    Local Financial Services Firms Merge to Form Insight Investments & Insurance

    Locally owned and operated financial firms, Monarch Financial Group and Financial Management Group, Inc., announce their recent merger. The merger brings together five financial advisers, operating ...
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  • Financial services
    By Mark L. Wells
    March 9, 2021
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    Independent Boutique-Broker-Dealer, Prospera Financial Services Welcomes Sierra Pacific Wealth Management to the Firm, Adding $ 375 Million in Assets Under Management

    DALLAS, March 9, 2021 / PRNewswire / – Prospera Financial Services, Inc. (Prospera) is proud to announce the affiliation of Sierra Pacific Wealth Management, adding $ ...
    Read More
  • 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 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 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 ...
    Read More
  • Financial planner
    By Mark L. Wells
    December 14, 2020
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    Financial Advisor Chris Stone Receives CERTIFIED FINANCIAL PLANNER (TM) Certification

    Edward Jones press release Financial advisor Chris Stone of the Edward Jones financial services firm in Klamath Falls has been approved by the Certified Financial Planner ...
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  • Financial authority
    By Mark L. Wells
    November 18, 2020
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    Buy gold; believes a “ten-fold increase” is coming; New Book Release Details – The Published Reporter®

    Dr Stephen Leeb in 2013 when he sat down with CCTV to discuss what China’s economic reforms mean for the country’s future. Leeb continues to argue ...
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  • Financial planner
    By Mark L. Wells
    October 22, 2020
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    Your Financial Planner, CPA, and Lawyer Work Best When Working Together

    Imagine you have a large tax loss to carry forward – a position that can give investors a lot of flexibility and provide a cushion against ...
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  • Financial services
    By Mark L. Wells
    August 5, 2020
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    The American College of Financial Services is launching a new

    King of Prussia, August 05, 2020 (GLOBE NEWSWIRE) – The American College of Financial Services announced yesterday at the Virtual Conference of African-American Financial Professionals (CAAFP) ...
    Read More
  • Financial services
    By Mark L. Wells
    July 24, 2020
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    The American College of Financial Services National Annual

    King of Prussia, July 24, 2020 (GLOBE NEWSWIRE) – The American College of Financial Services, the country’s largest nonprofit accredited educational institution dedicated to financial services, ...
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  • Financial services
    By Mark L. Wells
    July 15, 2020
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    The Big Interview: McCrea Financial Services MD Douglas McCrea

    The company grows stronger after 21 years, says the managing director. Image: contributed. As the coronavirus crisis and the ensuing lockdown impact all of our lives ...
    Read More

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