The Financial Planning Association announced a partnership with TIFIN, a venture-backed fintech startup that develops software for wealth management companies, on Wednesday. FPA members who manage less than $100 million in assets will have access to TIFIN’s personalized investment platform, TIFIN Wealth, at no cost. “We recognize the vital role that financial planners play in […]
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Company Logo Financial Advisory Services Market Individual Confident On Investment Decision By Investment Group In Percentage 2022 Financial Advisory Services Market Individual Confident On Investment Decision By Investment Group In Percentage 2022 Dublin, Sept. 13, 2023 (GLOBE NEWSWIRE) — The “Financial Advisory Services Market – Growth, Trends, COVID-19 Impact, and Forecasts (2023 – 2028)” report […]
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BOULDER, Colo. and NEW YORK, Sept. 13, 2023 /PRNewswire/ — TIFIN Wealth, the AI Engine for Organic Growth, is thrilled to announce a significant step forward in supporting the growth of independent financial planners in partnership with the Financial Planning Association® (FPA®). TIFIN Wealth is extending access to its personalized investment platform at no cost […]
Continue ReadingF&M is the only Cincinnati firm on the list for 5 years straight CINCINNATI, Sept. 13, 2023 /PRNewswire/ — CNBC has recognized Foster & Motley as one of the nation’s 100 top-rated financial advisory firms of 2023. It is the fifth consecutive year the firm has earned a spot in the annual ranking. Foster & Motley, […]
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Dublin, Sept. 13, 2023 (GLOBE NEWSWIRE) — The “Financial Advisory Services Market – Growth, Trends, COVID-19 Impact, and Forecasts (2023 – 2028)” report has been added to ResearchAndMarkets.com’s offering. The global financial advisory services market has achieved a revenue milestone of USD 105 billion in 2023 and is projected to maintain a Compound Annual Growth […]
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Ridofranz / Getty Images/iStockphoto Whether your vision of retirement is raising the anchor on a sailboat, keeping busy and paying the bills with full or partial employment, or something in between, the retirement landscape is drastically changing. Each generation, from boomers and Gen X to millennials and Gen Z, faces different prospects on how much […]
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By Beth Pinsker Hint: Just thinking about breaking up with the person who manages your money is probably the only sign you need that it’s over If your only personal communication from your financial adviser is a yearly birthday card, it’s time to break up. That’s the basic money-management relationship advice from Cody Garrett, a […]
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This is on behalf of cricket umpires…or any sort of umpires…acting as a hobby. We’re finding it hard to get new umpires because the old codgers are worried that the pay for umpires is going to cause them to lose pension entitlements. We’ve always heard that umpires’ fees are not counted as assessable income for […]
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This article was sponsored by Baird. Baird – an employee-owned wealth management, capital markets, asset management, and private equity firm – continues to grow globally and locally. Located in the old train station at 1035 Frederica St. #100, the private wealth management group consistently goes above and beyond to make a difference for its clients […]
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Not being able to sleep at night when it comes to your finances usually means one or both of two things. Getty Images/iStockphoto We came across the below question on Reddit recently, and it felt similar to questions we get often enough from readers of this column: someone nearing retirement, seemingly in decent financial shape, […]
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