FA Magazine @FAMagazine
Financial Advisor provides readers with sophisticated planning and investment strategies to help them better manage their affluent clients. https://t.co/1DqoX6FRQq fa-mag.com New Jersey, USA Joined June 2023-
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Learn time-tested principles to navigate uncertain times and elevate your practice. Reserve your spot for our complimentary webcast on May 8th at 1:00 PM EDT. event.on24.com/wcc/r/4552469/… #Investing #MarketInsights
Join us for @theslottreport’s Mid-Year IRA Planning Opportunities 2024! Gain exclusive insights and expert guidance to optimize your clients' tax strategies and secure their financial future. Don't miss out! Register now! #IRAPlanning #FinancialAdvisors event.on24.com/wcc/r/4549633/…
Right on the heels of Invest In Women, @mariamenounos talks financial health with renowned financial expert @NicoleLapin. Listen now! Episode 834: apple.co/3vcrg7f Episode 835: apple.co/3Tv8Vds
Bitcoin recently surpassed $68K. Join us for an all-star crypto panel and a grounded discussion to demystify cryptocurrencies, explore regulatory developments, assess the potential roles of these assets in portfolios, and understand how to manage risk. faconferences.com/iiw24/
Join us for a sophisticated exploration of the intricate financial landscapes that women navigate daily. From strategic homeownership to comprehensive estate planning, explore the pivotal topics poised to transform your practice. event.on24.com/wcc/r/4486578/…
#AI is Now Converting Leads Into Appointments. Join Brandon Stuerke, CEO of Next Level Advisors for an exclusive webcast on the cutting-edge of AI in #financialadvisor marketing. #AIinFinance #WealthMangement #MarketingStrategies event.on24.com/wcc/r/4489556/…
Don't miss this session on Diversity, Equity, Inclusion & Belonging (DEIB) in wealth management at #InvestInWomen24. faconferences.com/iiw24/
Join us at the Invest In Women Pre-Conference Workshop from 3:00 pm – 5:00 pm March 12 in West Palm Beach, FL. #InvestInWomen #FinancialAdvisorMagazine faconferences.com/iiw24/
Avantax VP, Business Development & Head of the Avantax Women's Advisor Forum Laurie Stack is moderating a panel with independent Avantax financial advisors Diane DeOliveira, CFP®, AIF®, CRPS®, Caroline Piehl, CFP® and Kami Zonin, CFP ®, CDFA™ at @FAMagazine #InvestInWomen24.
Discover how advisory firms can navigate the Capacity Crossroads and scale effectively with insights from Michael Kitces at #InvestInWomen. Don't miss this session on #ScalingStrategy. faconferences.com/iiw24/
Uncover the Future of Financial Planning: It's More Than Just Numbers. Join Sarah A. Vita at the Invest In Women Conference to explore the art of coaching and behavior change. Don't miss this enlightening session on transforming knowledge into action. faconferences.com/iiw24/
Discover the insights from our 2023 Women in Wealth Management Study, brought to you by Carson Group, featuring Julie Ragatz, Ph.D. and Samantha Allen. faconferences.com/iiw24/ #WealthManagement #DiversityandInclusion #FinancialServices #IndustryInsights #InvestInWomen
Register for Invest In Women and book your hotel room before it's too late! faconferences.com/iiw2 #InvestInWomen24 #IIW24 #financialadvisors #FAMagazine
LPL, the largest independent broker-dealer, closed a robust year with increased assets and advisors. Q4 earnings exceeded estimates at $3.51 per share, with 256 new advisors, totaling 22,660. Read the full article: fa-mag.com/news/lpl-adds-…
DoubleLine Capital, known for fixed-income expertise, introduces the DoubleLine Fortune 500 Equal Weight ETF (DFVE), diversifying in a tech-heavy market. CEO Jeffrey Gundlach leads the expansion to address concentration risk concerns. fa-mag.com/news/doublelin…
At Invest In Women, Maria Menounos shares her remarkable journey from Channel One News to Hollywood, overcoming health and family challenges. Witness resilience in action... Register Now: faconferences.com/iiw24/ #InvestInWomen #KeynoteSpeaker
Fixed-income ETFs are red-hot as interest rates rise, attracting over $225 million in inflows last year, with BlackRock alone seeing $100 billion pouring into these funds in 2022. Read the full article here: fa-mag.com/news/fixed-inc…
CFP certification can increase your income by 12%, with CFP professionals earning $23,820 more annually than their peers in 2022. Read the full article here: fa-mag.com/news/cfps-out-… hashtag#CFPCertification hashtag#FinancialAdvisors hashtag#EarningPotential
Fixed-income ETFs are red-hot as interest rates rise, attracting over $225 million in inflows last year, with BlackRock alone seeing $100 billion pouring into these funds in 2022. Read the full article here: fa-mag.com/news/fixed-inc…
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CFP Board leadership is currently meeting with the @OMBPress to discuss the final elements of the @USDOL’s proposed Retirement Security Rule. To learn more about our stance, check out this @TraceyFAMag Q&A w/ General Counsel Leo Rydzewski in @FAMagazine: fa-mag.com/news/fiduciari…
Commonwealth Hit With $93.3M Judgment Over Revenue Sharing Conflicts Federal judge found firm breached fiduciary duty by failing to disclose cheaper mutual funds were available. @CommonwealthFN @FAMagazine fa-mag.com/news/commonwea…
Avantax VP, Business Development & Head of the Avantax Women's Advisor Forum Laurie Stack is moderating a panel with independent Avantax financial advisors Diane DeOliveira, CFP®, AIF®, CRPS®, Caroline Piehl, CFP® and Kami Zonin, CFP ®, CDFA™ at @FAMagazine #InvestInWomen24.
Getting excited about the @FAMagazine Invest in Women event in March. I'll start it off talking about my favorite topic - are we doing a good job making sure clients are living their best life now while planning for the future? faconferences.com/iiw24/
Seasoned #financialadvisors reflect on career lessons they've learned and advise younger professionals on tactics & behaviors to implement. Personalization and building deep relationships with clients were reoccurring themes.fa-mag.com/news/advisors-… via @benmattlin @FAMagazine
Robinhood to pay $7.5m fine to Massachusetts over 'gamification' strategies via @FAMagazine #trading #riskmanagement #risk riskbusiness.com/newsflashes/
In a recent @FAMagazine piece I shared why investors need to sift through the hype surrounding the Magnificent 7 and de-risk their portfolios by integrating select large and mid-cap dividend paying companies: bit.ly/3OciaNY
Don’t miss @BobKalman1’s @FAMagazine piece where he shares why investors need to sift through the hype surrounding the Magnificent 7 and de-risk their portfolios by integrating select large and mid-cap dividend paying companies: bit.ly/3OciaNY
Don’t miss @BobKalman1’s @FAMagazine piece where he shares why investors need to sift through the hype surrounding the Magnificent 7 and derisk their portfolios by integrating select large and mid-cap dividend paying companies:bit.ly/3OciaNY
Should wealthy clients file their individual income taxes right away? TBH’s Brett Walters says, “While it might be tempting to file your returns at the earliest possibility, higher-net-worth taxpayers may not have the luxury. Learn why via @FAMagazine: bit.ly/3OhpR5A
Thanks to Ed Hayes and @FAMagazine for their new article about @fpassociation's new Media Mastery 2.0 program! And thanks to @advisorpr and @AlanaKohl and @JillJagelski for their partnership! fa-mag.com/news/fpa-provi…
DOL Wants A Level Fiduciary Playing Field Across Industries, Secretary Says — The broker-dealer and annuities industries worry they'll be hit with new constraints. @USDOL @FSIwashington @IRSnews @FAMagazine fa-mag.com/news/dol-wants…
Advisors should beware of looking at REITs as a way to diversify. “That has not worked, especially recently," Portia Capital Michelle Connell said at our Alts Conference yesterday. @FAMagazine @MoneyShow fa-mag.com/news/how-top-r…
🏆We are honored to be ranked #162 among the Top 300 RIAs with assets over $1B in @FAMagazine's 2023 survey and ranking! #sowellsuccess Click below to view full ranking list: hubs.la/Q024zzKK0
Advisors Should Use Both Bitcoin And Ethereum In Client Portfolios, Edelman Says. He’s standing by his prediction of a five- to six-fold price increase for both coins by mid-2025. @thedacfp @BitwiseInvest @FAMagazine fa-mag.com/news/advisors-…
Advisors, our mission is to help you reach your fullest potential - regardless of how you choose to affiliate. Read more of Kristen Kimmell's comments in @FAMagazine. ow.ly/Aunj50PSARP Discover how a partnership with Osaic can help you thrive: ow.ly/tOYQ50PSAX7
Neeraja Rasmussen of our Center for Women in Financial Services' advisory board authored a piece in @FAMagazine, "How Generative AI Can Empower Women In Financial Services." Read more here: tinyurl.com/75tbfa8s #womeninfinance #WealthPlanning
Our retirement planning expert Steve Parrish was featured in @FAMagazine's article "IRS Promises A Sharper Look At Pass-Through Entities." Read the full piece here: tinyurl.com/mr4b74ar #Taxes #WealthPlanning
.@RobKovacev comments in @FAMagazine on #IRS efforts to restore fairness to the tax system with Inflation Reduction Act funding and its new compliance efforts focused on increasing scrutiny on high income: bit.ly/3PIoIni
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