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Windes launches Ovisto with Integrated Partners

Windes launches Ovisto with Integrated Partners

RIA Roundup: Atria to Acquire Grove Point Financial From Kestra

The RIA space saw at least eight deals this week, representing more than $38 billion in total assets.

South Side News & Notes - Akron.com

Green Community Leadership Initiative Class members selected GREEN — The third Green Community Leadership Initiative class includes: Tim Bishman, NAI Spring; Carson Evans, Jeff Evans Insurance Agency Inc.; Charlie Flohr, New Innovations; Shawn McDaniel, Cleveland Clinic Akron General; Nichole Messner, City of Green; Leah Miller, First Christian Church; Madison Radke, The Village of St. Edward;

Advisor Gets 30 Months in Prison For Stealing $600K from Client

Advisor Matthew Clason was sentenced to 30 months in prison after pleading guilty to defrauding an elderly client of more than $600,000, according to the DOJ.

Lisa Beaty Becomes Newest Advisor to Join Cypress Private Wealth

6 'Retirement Killers' to Avoid at All Costs

Getty Images If you’re starting to wonder if you’ll ever have enough money saved to retire, you aren’t alone. According to the Employee Benefit Research Institute’s 2020 Retirement Confidence Survey, only 30% of respondents said they were “very confident” they would have enough money for a comfortable retirement. And 61% said preparing for retirement makes them feel stressed. I get it – planning for retirement can be challenging, even if you start early, have help and earn a good living. But when I see those numbers, it also reminds me of all the things I’ve seen folks get really wrong – actions that, at the very least, can throw a retirement off track and, in some cases, have potentially irreversible consequences. 

New year, new financial planner? How to find the right fit

New year, new financial planner? How to find the right fit By Opinion Share Fifty-nine percent of South Africans resolved to save money in 2020, according to a survey by YouGov. However, the economic impact of Covid-19 means a significant percentage will not have managed to do so. Finding the right financial planner – someone who can help you look at your money habits in a fresh and insightful way – could mean the difference between meeting or missing your 2021 goals. This is according to Sharon Moller, Financial Planning Coach at Old Mutual Wealth, who insists that’s it’s crucial to know what you’re looking for and pick well, or you could end up spending more money without seeing much improvement in your financial health.