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Learn More About Andrew Affa in Melville, NY.
US News & World Report· 16 minutes agoFind a financial advisor who specializes in the area of expertise you require. An advisor with a financial planning ...
‘I felt like ripping them up.’ The financial plan from my adviser was 100 pages long — 90 were...
Market Watch· 2 days agoIt was an earful of wasted pages that left me confused. The adviser said it was for compliance and...
Plan Sponsors Seeking Advisers with SECURE 2.0 Know-how | PLANADVISER
PLANADVISER· 12 hours agoLarge plan sponsors are the most likely to be evaluating their adviser options, according to UBS....
Financial Wellness Moves From “Nice to Have” to Table Stakes | PLANADVISER
PLANADVISER· 10 hours agoIf employees want to engage beyond the scope of the program, plan advisers can often put them in...
Financial Advisors Can Make Six Figures a Year: Here’s How To Become One
GoBankingRates via AOL· 3 days agoBeing a financial advisor has its pros and cons. Among the downsides: long working hours and...
C1 Receives Court Approval for Prepackaged Financial Restructuring Plan
NBC 17 Raleigh· 8 hours agoC1, an advanced technology and solutions company, today announced that the U.S. Bankruptcy Court for the Southern District of Texas has confirmed the Company's Financial Restructuring ...
Savvy Adds Four Advisors With Combined $170M
WealthManagement.com· 13 hours agoChase Austin, based in the Charlotte, N.C. area, joins from Robbins Financial Group, a hybrid advisor firm. Prior to that, he was with Merrill Lynch, and...
I’m a Financial Advisor: Here’s How Often You Should Review Your Estate Plan
GoBankingRates via AOL· 4 days agoMaking an estate plan isn't fun. If you're like most people, deciding how your assets will be...
Report: Half of Advisors to Recommend Crypto in the Next 12 Months
WealthManagement.com· 7 days agoThirty-five percent of advisors plan to start recommending crypto within six months, up 70% from a...
NAIFA Introduces Innovative 'Caring Conversation' Stencil in Collaboration With Asset-Map
Digital Journal· 10 hours ago...RELEASE Published May 23, 2024 ACCESSWIRE ARLINGTON, VA / ACCESSWIRE / May 23, 2024 / The National Association of Insurance and Financial Advisors (NAIFA) is excited to announce the launch of the "Caring Conversation" Stencil, a new tool developed by Carroll Golden , Executive Director of NAIFA's...