Financial planner

The Inner Circle acknowledges Leslie M. Boyden as a Top Pinnacle Professional

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火曜日, 4月 9, 2024
Alzheimer's disease, FOX, Small business, Cure, Retirement, CBS MoneyWatch, Radio, Animal, News, CBS News, Insurance, CBS, Lions Clubs International, Growth, Information technology, Lion, Financial planner, Society, Television, Nationwide, Consultant, Inner circle, Philosophy, Organization, Knowledge, American Heart Association, Management

PORT REPUBLIC, Md., April 9, 2024 /PRNewswire/ -- Prominently featured in The Inner Circle, Leslie M. Boyden is acknowledged as a Top Pinnacle Professional for her contributions as a Renowned Financial Expert.

Key Points: 
  • PORT REPUBLIC, Md., April 9, 2024 /PRNewswire/ -- Prominently featured in The Inner Circle, Leslie M. Boyden is acknowledged as a Top Pinnacle Professional for her contributions as a Renowned Financial Expert.
  • Mrs. Boyden, a distinguished figure in the financial services industry with over 15 years of experience, specializes in retirement planning.
  • Mrs. Boyden's expertise is not limited to her professional life; she is also an accomplished author, having penned "Retirement Conquered" in 2022.
  • Mrs. Boyden acknowledges her husband, Carl Boyden, and father, Eric Coon, for their unwavering support.

OneSeven Welcomes Palm Coast Wealth Management

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火曜日, 4月 2, 2024
Selu, Partnership, Edelman Financial Engines, Financial planner, RIA, Financial adviser

BEACHWOOD, Ohio, April 2, 2024 /PRNewswire/ -- OneSeven, an RIA specializing in supporting advisors with life-changing opportunities, proudly announces the addition of a prominent Los Angeles County-based practice, bringing $190 million in assets under management to its rapidly expanding RIA platform. James Selu has seamlessly transitioned into the dynamic and client-centric environment of OneSeven after being with Edelman Financial Engines for the past nine years.

Key Points: 
  • James Selu has seamlessly transitioned into the dynamic and client-centric environment of OneSeven after being with Edelman Financial Engines for the past nine years.
  • As President, CEO, and Financial Planner, Selu has established his independent practice as Palm Coast Wealth Management .
  • The practice will maintain its custodial relationship with Schwab while gaining access to the enhanced support and capabilities offered by OneSeven.
  • This move comes as OneSeven celebrates surpassing $4.3 billion in assets under management and now serving 28 advisory teams nationwide.

Wealth Solutions Report Announces Pathfinder Awards Winners For Women's History Month

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火曜日, 3月 26, 2024
Financial plan, WSR, Niki, Trust, Investment, Estate, Workplace, CIO, Financial planner, General counsel, Risk, Communication, Black History Month, Woman, Empowerment, Consultant, Development, EVP, Digital, Acquisition, Insurance, Women's History Month, Fiduciary Trust Company International, Public interest, Culture, Strategic management, CFO, Fintech, CMO, Emigrant Bank, Management

NEW YORK, March 26, 2024 /PRNewswire/ -- Wealth Solutions Report (WSR) – the fast-growing B2B digital media platform featuring wealth management-focused commentary, insights and analysis – today announced the winners of the WSR Pathfinder Awards – Top Women Industry Leaders of 2024, in honor of Women's History Month. Today's announcement is the second installment of Pathfinder Awards for the year and the 10th since launching the award series.

Key Points: 
  • NEW YORK, March 26, 2024 /PRNewswire/ -- Wealth Solutions Report (WSR) – the fast-growing B2B digital media platform featuring wealth management-focused commentary, insights and analysis – today announced the winners of the WSR Pathfinder Awards – Top Women Industry Leaders of 2024, in honor of Women's History Month.
  • The invitation-only Pathfinder Awards spotlight outstanding achievement in the wealth management industry by executives and professionals from underrepresented backgrounds and communities.
  • Larry Roth, Founder & CEO of Wealth Solutions Report, said, "We are thrilled to continue the advancement of Wealth Solutions Report's commitment to recognizing individuals and firms that are fundamentally transforming the business of wealth management.
  • In January, it named winners of the annual WSR Wealth Exemplar Awards and in February, the Pathfinder Awards – Top Black Industry Leaders of 2024, coinciding with Black History Month.

FP Canada™ Announces QAFP® Exam Results for February 2024

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木曜日, 3月 21, 2024
Financial planner, FSRA, Certification, Knowledge, Nursing

Many candidates who wrote the exam (41%) said title protection legislation influenced their decision.

Key Points: 
  • Many candidates who wrote the exam (41%) said title protection legislation influenced their decision.
  • TORONTO, March 21, 2024 /CNW/ - FP Canada today announced the results for the February sitting of the Qualified Associate Financial Planner™ exam.
  • "Congratulations to all candidates who successfully challenged the QAFP exam," said Tashia Batstone, President and CEO of FP Canada.
  • Effective the May 2024 exam administration, candidates must complete the QAFP Professional Education Program prior to writing the QAFP exam.

Investors Call for Clarity in Financial Services Job Titles, According to FAIR Canada Survey

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木曜日, 11月 30, 2023
Financial planner, Financial adviser, Confusion, Knowledge, FAIR, NRS social grade, Education

TORONTO, Nov. 30, 2023 (GLOBE NEWSWIRE) -- A survey released today by FAIR Canada emphasizes investors’ demand for accuracy in job titles within the financial services industry.

Key Points: 
  • TORONTO, Nov. 30, 2023 (GLOBE NEWSWIRE) -- A survey released today by FAIR Canada emphasizes investors’ demand for accuracy in job titles within the financial services industry.
  • The Job Title Survey underscores the belief among investors that accurate and transparent job titles are crucial.
  • Notably, a significant number of investors found it challenging to distinguish between two commonly used titles—Financial Advisor and Financial Planner.
  • Jean-Paul Bureaud, Executive Director of FAIR Canada, commented on the survey’s implications for consumer protection: “The survey highlights potential issues in safeguarding consumers within the financial services sector.

Flourish Announces Integration with Wealthbox Technology Platform

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火曜日, 10月 17, 2023
Senior, RIA, Insurance, FDIC, Entrepreneurship, RIAS, Financial planner, CRM, Orbit, Financial adviser, Cryptocurrency, Flourish

NEW YORK, Oct. 17, 2023 (GLOBE NEWSWIRE) -- Flourish , a platform which provides innovative access to financial products that help registered investment advisors (RIAs) secure their clients’ financial futures, today announced an integration between Flourish Cash , its cash management offering, and Wealthbox , a leading CRM platform for financial advisors.

Key Points: 
  • NEW YORK, Oct. 17, 2023 (GLOBE NEWSWIRE) -- Flourish , a platform which provides innovative access to financial products that help registered investment advisors (RIAs) secure their clients’ financial futures, today announced an integration between Flourish Cash , its cash management offering, and Wealthbox , a leading CRM platform for financial advisors.
  • The direct integration is already in use by advisors and allows them to rapidly prefill applications and send Flourish invitations from within Wealthbox.
  • Advisors using Wealthbox can now easily pre-fill client applications and instantly send invites to Flourish Cash, allowing them to quickly and efficiently bring new assets into their orbit through Flourish Cash .
  • "Flourish’s integration with Wealthbox has improved our firm’s process of inviting clients to Flourish Cash, making it simple and easy.

Bogart Wealth Named to Top Financial Advisor and Fastest-Growing Companies Lists in Forbes, Financial Advisor Magazine, Washington Business Journal, and Inc.

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火曜日, 8月 29, 2023
PDC Awards Dinner, Virginia Tech, FOR, Telephone, RIA, Roger W. Jones Award for Executive Leadership, Financial planner, Associate, Fastest, IndUS Business Journal, Financial adviser, The Luminaries, American City Business Journals, Chief, Growth, Financial Advisor (magazine), Wells Fargo, Metro, Employment, Top, Finance, Publication, Research, RIAS, Statistics, Marketing, Humphrey Bogart, Financial plan, AUM, Forbes Top 40, Certified Financial Planner, Creative industries

MCLEAN, Va., Aug. 29, 2023 /PRNewswire/ -- Bogart Wealth, an award-winning, independent wealth management and Registered Investment Advisory firm, was named to multiple lists of top financial advisors and fastest-growing companies in national and industry publications over the past couple months.

Key Points: 
  • CEO James Bogart was named Forbes' top Next-Gen Wealth Advisor in Virginia for 2023.
  • "We believe our Top Next-Gen Wealth Advisor rankings are an early peek of our future Top Wealth Advisor rankings."
  • Bogart Wealth is headquartered in McLean, Virginia, just outside of Washington D.C., and D.C. area wealth management firms were ranked by 'Metro-area financial planners'.
  • Open positions in the McLean, Virginia office include Financial Planner, Financial Advisor, and Marketing Manager, and open positions in The Woodlands, Texas office include Financial Advisor and Associate Financial Advisor.

Peapack-Gladstone Bank Hires Brian J. Scherman as Senior Vice President, Director of Residential and Consumer Lending

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月曜日, 7月 31, 2023
Bachelor of Science, HSBC Bank, Senior, Asian Private Banker, Commerzbank, First Republic, Business, JPMorgan Chase, Wharton School of the University of Pennsylvania, Financial planner, PGC, Business administration, HSBC, Pace University, FINRA, Consumer, Growth, Citibank, Chase Bank, Science

BEDMINSTER, NJ , July 31, 2023 (GLOBE NEWSWIRE) -- via NewMediaWire - Peapack-Gladstone Financial Corporation (NASDAQ Global Select Market:  PGC) and Peapack-Gladstone Bank announce the appointment of Brian J. Scherman as Senior Vice President, Director of Residential and Consumer Lending.

Key Points: 
  • BEDMINSTER, NJ , July 31, 2023 (GLOBE NEWSWIRE) -- via NewMediaWire - Peapack-Gladstone Financial Corporation (NASDAQ Global Select Market:  PGC) and Peapack-Gladstone Bank announce the appointment of Brian J. Scherman as Senior Vice President, Director of Residential and Consumer Lending.
  • Mr. Scherman is responsible for both residential and consumer lending, management of the loan origination team, and new business development and underwriting.
  • Prior to First Republic, Mr. Scherman served as Vice President, Citigold Relationship Manager, at Citibank and Vice President, Private Banker, at JPMorgan Chase Bank in New York, NY.
  • Additional roles in New York City included Premier Relationship Manager, HSBC Bank USA Na; Financial Planner, MetLife Securities; and Vice President, Mortgage-Backed Securities Trader, Commerzbank AG.

FP Canada™ announces June 2023 QAFP® exam results

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水曜日, 7月 12, 2023
Canada, Certification, Financial Services Regulatory Authority of Ontario, Financial Planning Standards Council (Canada), FSRA, Financial planner, Legislation, Nursing

TORONTO, July 12, 2023 /CNW/ - FP Canada today announced the release of the results for the June sitting of the QUALIFIED ASSOCIATE FINANCIAL PLANNER™ exam.

Key Points: 
  • TORONTO, July 12, 2023 /CNW/ - FP Canada today announced the release of the results for the June sitting of the QUALIFIED ASSOCIATE FINANCIAL PLANNER™ exam.
  • There were 56 candidates who wrote the exam, and the pass rate for first-time writers was 81%.
  • According to a survey conducted by FP Canada, the vast majority of candidates (79%) chose to write the QAFP exam to enhance their skills and better serve their clients.
  • The June QUALIFIED ASSOCIATE FINANCIAL PLANNER exam was administered via online proctoring and at 16 in-person test centres across the country.

Advocis Commends the Government of New Brunswick for Protecting Consumers by Passing Title Protection Legislation

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火曜日, 6月 20, 2023
FCNB, Government of New Brunswick, Professional, Act, Finance, Financial planner, Government, Movement, Adviser, Legislation, Financial adviser, Advocis

Toronto, ON, June 20, 2023 (GLOBE NEWSWIRE) -- Advocis congratulates the Government of New Brunswick on passing the Financial Advisors and Financial Planners Title Protection Act.

Key Points: 
  • Toronto, ON, June 20, 2023 (GLOBE NEWSWIRE) -- Advocis congratulates the Government of New Brunswick on passing the Financial Advisors and Financial Planners Title Protection Act.
  • The legislation, which aims at protecting consumers obtaining financial services, received Royal Assent on June 16.
  • “The Government of New Brunswick has taken a significant step forward in consumer protection with this legislation.” said Greg Pollock, President & CEO of Advocis.
  • New Brunswick is now aligned with Ontario and Saskatchewan, who have passed similar title protection legislation in recent years.