The lenders found that their wealth management businesses weren’t immune from … slow on concerns of continued trade and geopolitical tensions, subdued market and investment sentiments and rising pol…

PITTSBURGH, Feb. 21, 2019 /PRNewswire/ — “Bigger is better” is a dominant theme in the wealth management industry that a select group of financial advisors is determined to disrupt. “In the midst of industry consolidation, survival is not contingent upon acquisitions—it’s contingent upon providing unprecedented value,” observed Joseph Scarpo, founder and CEO of PWA Wealth Management. […]

Envestnet ENV, -1.58% a leading provider of intelligent systems for wealth management and financial wellness, today reported financial results for its quarter and year ended December31, 2018. Three Months Ended Year Ended Key Financial Metrics December 31, % December 31, % (in millions except per share data) 2018 2017 Change 2018 2017 Change GAAP: Total […]

INDIANAPOLIS, IN (February 21, 2019) — Financial Center First Credit Union is now offering free financial education classes at its Greenwood Branch in its newly-owned Education Center. Classes include a variety of topics like credit building, budgeting, investment planning, and more. The Education Center also includes a financial library where the public can check out […]

There are numerous wealth management firms in the ultra high net worth hotbed … gritty accounting and tax administration of those entities. Second, we serve as a financial adviser or manager for ind…

Seven months after taking Focus Financial Partners (FOCS) public, the chairman and chief executive of the RIA aggregator, Rudy Adolf, is singing the praises of the public equity markets. “The IPO is creating permanent capital to invest in our business,” Mr. Adolf said Thursday morning during an earnings call with analysts. “Our business has never […]

Summit Wealth & Retirement Planning Inc. purchased a new stake in Uniti Group Inc (NASDAQ:UNIT) in the fourth quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm purchased 33,356 shares of the real estate investment trust’s stock, valued at approximately $519,000. Other hedge funds also recently bought and […]

PORTLAND, Ore., Feb. 21, 2019 /PRNewswire/ — Succession Resource Group (SRG) is excited to announce the sale of the assets of their client Kristopher Behn (Behn) of Fieldstone Financial Management (F…

[embedded content] HELENA – State leaders say people over 65 are the top targets for financial abuse and exploitation. At the office of State Auditor Matt Rosendale, Montana’s securities and insurance commissioner, about three-quarters of securities fraud cases they handle involve seniors. Leaders say older Montanans are targeted because they have built up wealth over […]

What are the criteria you look out for when buying stocks, especially when you want to diversify your portfolio? Diversification is a tricky thing to achieve these days if you, like many investors, stick primarily to mutual funds and ETFs that are tied to top indexes. It’s especially tough if your funds rank their holdings […]