Tag: financial services
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Why life insurance is the Brussels sprout of financial services
Around 9 million Australian households lost $50 billion in online purchases in 2020/21, directing the bulk of sales to home and garden outlets, variety stores and ... -
Japanese Financial Authority Asks Crypto Firms to Comply with Sanctions on Russia and Belarus; bitcoin increases
Japan’s Financial Services Agency on Monday ordered crypto exchanges not to process transactions involving crypto assets subject to asset freeze sanctions against Russia and Belarus over ... -
Aberdeen’s ’empowered’ women are breaking the financial services mold
Aberdeen’s ’empowered’ women are breaking the financial services mold Calendar An icon of a desktop calendar. to cancel An icon of a circle with a diagonal ... -
Taylor Gray joins UBS as a Financial Advisor in White Plains, New York
WHITE PLAINS, NY–(BUSINESS WIRE)–UBS Wealth Management USA today announced that financial advisor Taylor Gray has joined the firm in White Plains, New York. Taylor has over ... -
Ramsey-based wealth management advisory firm joins national financial services firm as new partner
Ramapo Wealth Advisors from Ramsey has joined Steward Partners Global Advisory, which is affiliated with Raymond James Financial Services. Wells Fargo’s five-person team works with $600 ... -
Financial advisor Alex Chalekian and his family launch Futurvest to improve financial literacy
A financial adviser seeking to expand access to literacy and wealth-building tools has launched a new subscription-based education service run outside of his firm by him ... -
Boca Raton Financial Planners, a branch of Raymond James Financial Services, Inc.
Financial planners Finding the right financial planner is crucial to your financial well-being and that of your family, now and in the future. Arthur Rottenstein, Director ... -
Ontario’s messy effort to define “financial advisor” and “financial planner”
This article is from Citywire RIAthe sister site of, Citywire Canada. To learn more about Canada’s heritage industry, visit citywirecanada.com. For potential investors in Ontario, finding ... -
What is a Financial Planner? | Learn more
With the markets falling even further today, it’s not unreasonable to be concerned about your financial health. You may be looking for answers on what to ... -
Financial planner offering advice to retirees on inflation
CHARLOTTESVILLE, Va. (WVIR) — Many retirees are cutting spending to ensure their savings last a lifetime, but that’s getting tricky as inflation drives prices up. A ... -
AMERICAN COLLEGE OF FINANCIAL SERVICES APPOINTS NEW
King of Prussia, Pennsylvania, Feb. 17 10, 2022 (GLOBE NEWSWIRE) — The American College of Financial Services has announced a pair of new leaders elected to ... -
THE AMERICAN COLLEGE OF FINANCIAL SERVICES APPOINTS NEW EXECUTIVE MEMBERS TO ITS BOARD OF DIRECTORS | News
King of Prussia, Pennsylvania, Feb. 17 10, 2022 (GLOBE NEWSWIRE) — The American College of Financial Services has announced a pair of new leaders elected to ... -
THE AMERICAN COLLEGE OF FINANCIAL SERVICES APPOINTS NEW EXECUTIVE MEMBERS TO ITS BOARD OF DIRECTORS | Your money
King of Prussia, Pennsylvania, Feb. 17 10, 2022 (GLOBE NEWSWIRE) — The American College of Financial Services has announced a pair of new leaders elected to ... -
Financial Advisor Asset Management & Advisory Services opens new location in Cape Coral
Lee County, Florida, Financial Advisor Asset Management & Advisory Services has started operations in a new office located at 1222 SE 47th St Suite 304, Cape ... -
How to prepare to work with a financial planner
The hardest part of planning your financial future is knowing where to start. You’ve already taken the first step by doing your due diligence and choosing ... -
Christiaan Wessels – Financial Advisor
Futurum Financial Group (Pty) Ltd (FFG) was established on October 1, 1998. FFG has handed over our experience and resources since then. We provide transparent and ... -
Opinion: The financial services industry has a diversity problem. Here’s how to fix it.
As conversations about diversity and inclusion have become more mainstream, the financial services industry has largely approached this serious issue with a “square peg, round hole” ... -
Korean Financial Authority to Investigate Accounting Fraud at Celltrion Next Week
[Photo by MK DB] South Korean financial authorities will review the Celltrion Group’s questionable accounting practices next week before its distribution unit is made public. The ... -
Not Your Dad’s Financial Advisor — With Jessica Weaver
Jessica Weaver understands that money has an emotional appeal to many people, especially women. For her, this emotional attraction dates back to childhood, when she kept ... -
Attempt to reduce advances on NM loan interest rate ceiling
A truck heads east along historic Route 66 in Albuquerque in this 2017 photo, past a sign advertising a securities lending business. New Mexico lawmakers are ... -
CornerCap Adds Financial Advisor Ian Clemens to its Growing Team | News
ATLANTE, January 27, 2022 /PRNewswire/ — CornerCap Wealth Advisors today announced the addition of Ian Clemens to the growing team of the financial services company. As ... -
Check Out Financial Services Q4 Earnings, Revenue Growth Misses Wall Street Targets – Earnings Review
By Maria Armental Discover Financial Services posted higher profits and revenue for the December quarter, but the results missed Wall Street projections, sending shares down about ... -
Korean fintech and crypto players undergo first audit by financial authority
[Source: Financial Services Commission] Korean fintech players and cryptocurrency exchanges are undergoing their first audit by the country’s top financial authority, which is said to be ... -
5 Best Financial Services in Mesa, AZ
Below is a list of the best and leading financial services in Mesa. To help you find the best financial services located near you in Mesa, ... -
Skye Financial Services opens on Main Street
Submitted photo – Cathy Cristman, owner of Skye Financial Service. by Elain Cobb Located at 528 East Main Street in Little Falls, with a second location ... -
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 ... -
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 ... -
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 ... -
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. ... -
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 ... -
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, ... -
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 ... -
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 ... -
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 ... -
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 ... -
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 ... -
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 ... -
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 ... -
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 ... -
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 ... -
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 ... -
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 ... -
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 ... -
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 ... -
“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 ... -
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 ... -
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 ... -
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 ... -
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 ... -
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 ... -
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 ... -
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 ... -
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 ... -
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 ... -
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 ... -
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 ... -
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 ... -
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 ... -
Mother-Son Team Building Strong Financial Services Niche | Business Observer
When Jeff Galati decided to take his dog to the park for a weekend four years ago, he had no idea it would be a major ... -
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 ... -
Dubai Financial Authority presents regulatory framework for investment tokens
Dubai Financial Services Authority (DFSA) announcement that it has put in place a regulatory framework for investment tokens. Reflecting the proposals outlined in a consultation paper ... -
Brad Griffith, Financial Planner for Buckingham Advisors, Gets National Social Security … | Your money
DAYTON, Ohio, October 19, 2021 (GLOBE NEWSWIRE) – Buckingham Advisors, a full-service financial services firm with four locations in Ohio, today announced that Brad Griffith, CPA, ... -
Brad Griffith, Financial Planner for Buckingham Advisors,
DAYTON, Ohio, October 19, 2021 (GLOBE NEWSWIRE) – Buckingham Advisors, a full-service financial services firm with four locations in Ohio, today announced that Brad Griffith, CPA, ... -
Brad Griffith, Financial Planner for Buckingham Advisors, Obtains National Social Security Advisor Certification
Buckingham Advisors will also host a two-part workshop on preparing for an organized succession. Featured Image for Buckingham Councilors Featured Image for Buckingham Councilors Featured Image ... -
Bill Reynard Explains How Financial Services Can Help Americans With Common Financial Difficulties
Today, one in three adults in the world understands basic financial concepts; however, in America that number is reduced to just three in seven adults with ... -
Financial services sector diversification strategies
We started to diversify our asset managers almost a decade ago. While we have made significant progress towards our diversity goals, we have come to recognize ... -
Financial Advisor Kelly Baker Ferrarese Joins UBS in Boca Raton, Florida | New
BOCA RATON, Florida, 12 October 2021 / PRNewswire / – UBS Wealth Management United States today announced that Financial Advisor Kelly Baker Ferrarese, CFP®, joined the ... -
Susan Danzig, LLC, Launches Financial Advisor Success Training (FAST) Coaching Program to Help Advisors Enroll Clients
Susan Danzig, LLC, a leader in business development coaching for financial services professionals, has announced the launch of an exciting new Financial Advisor Success Training (FAST) ... -
Influencers are the financial planner of Generation Z
SyncDAO, powered by perpetual vaults SyncDAO is launching a new platform for the next generation of financial consumers, who get their financial advice from a new ... -
Joseph Mattera, Financial Services Representative, interviewed on the Influential Entrepreneurs podcast
Joseph Mattera, discusses his approach to helping clients prepare for retirement. Mattera explained: “I am very happy to offer this training to people who are preparing ... -
German financial authority BaFin grants third authorization to provide crypto-safekeeping services to Munich-based company Tangany
Munich-based technology and financial services provider Tanga received a license from the German Federal Financial Supervisory Authority (BaFin) on October 1, 2021, as the third regulated ... -
Microsoft Cloud for Financial Services will generally be available from November 1
Microsoft has several cloud verticals spanning various areas including sustainability, nonprofits, healthcare, manufacturing, and retail. The company is going will soon add Microsoft Cloud for Financial ... -
Edward Jones-Rockwall’s Kelly Connel Achieves Certified Financial Planner Certification – Blue Ribbon News
ROCKWALL, TX (October 4, 2021) Financial advisor Kelly D. Connel of the Edward Jones financial services firm in Rockwall has been cleared by the Certified Financial ... -
Digital Financial Services and the Eyewitness Financial Technology Marketplace
Digital financial services and fintech market QY Reports’ Global Digital Financial Services and Financial Technology Market report is a meticulously conducted study. Experts with proven credentials ... -
Anyone can say, “I’m a financial planner. Here’s how to dig deeper to tell what it really means.
There’s no shortage of people with impressive job titles who want to help you reach your financial goals. They may call themselves a financial advisor, financial ... -
EA Buck Financial Services is an experienced financial advisor in Honolulu providing comprehensive financial planning services
Honolulu, HI – Usually, financial planning is a step-by-step process for achieving life goals. A financial plan works like a roadmap for clients throughout their lives, ... -
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 – ... -
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 ... -
If you invested $ 1,000 in The PNC Financial Services Group, Inc 10 years ago, this is what you would have now
For most investors, how important the price of a stock changes over time is. This factor can affect your investment portfolio and help you compare investment ... -
PennyMac Financial Services Named High Dividend Stock with Insider Buys and 1.26% Yield (PFSI)
IIn this series, we take a look at the most recent Dividend channel ” DividendRank, ” then we select only those companies that have been the ... -
Should you add Provident Financial Services (NYSE: PFS) to your watchlist today?
For newbies, it might seem like a good idea (and an exciting prospect) to buy a business that tells investors a good story, even if it ... -
Lesko Financial Services appoints three advisers as partners / owners
Robert hartung BINGHAMTON, NY – Lesko Financial Services, Inc. has announced that three of its financial advisors have become partners with the company. Lesko Financial Services, ... -
Company: FHLBank Atlanta Hosts Fourth Annual Financial Services
ATLANTA, September 16, 2021 (News) – The Federal Home Loan Bank of Atlanta (FHLBank Atlanta) today hosted, in collaboration with the National Association of Minority Mortgage ... -
FHLBank Atlanta Hosts Fourth Annual Financial Services
ATLANTA, September 16, 2021 (GLOBE NEWSWIRE) – The Federal Home Loan Bank of Atlanta (FHLBank Atlanta) today hosted, in collaboration with the National Association of Minority ... -
FHLBank Atlanta Hosts Fourth Annual Financial Services Careers Workshop for Women and Minorities … | Your money
ATLANTA, September 16, 2021 (GLOBE NEWSWIRE) – The Federal Home Loan Bank of Atlanta (FHLBank Atlanta) today hosted, in collaboration with the National Association of Minority ... -
BESS BUTLER BRUNSON Obtains Certified Financial Planner Certification | Bank and finance
September 16, 2021 – The Fiduciary Group, a double Financial Time The 300 List winner and leading wealth management firm headquartered in Savannah, Georgia, announced that ... -
Is Fidelity Select Financial Services (FIDSX) a great choice for mutual funds right now?
On looking for a Sector – Finance fund? Starting with Fidelity Select Financial Services (FIDSX) is a possibility. FIDSX carries a Zacks mutual fund ranking of ... -
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 ... -
ASIC helped kick 70 people out of financial services in the first half of the year
From January to June 2021, the Australian Securities and Investments Commission (ASIC) helped courts impose $ 29.6 million in civil penalties and prosecute 133 people or ... -
Financial advisor André Jean-Pierre launches Aces Advisors
A financial advisor aiming to use social media as a means to increase access to quality advice ditched his broker and started a paid RIA to ...
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