Q&A: Alex Sauickie, CEO of AdvicePay
The newly-appointed CEO of AdvicePay took the time to talk with WealthManagement.com.
Source: wealthmanagement.com
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AdvicePay hires new CEO Alex Sauickie to succeed Alan Moore
Billing and payment platform AdvicePay hires fintech veteran Alex Sauickie as its new CEO, replacing Alan Moore.
Source: investmentnews.com
Amid volatility, tech that proves an advisor's value will thrive
During the bull market, advisors didn't have any trouble proving their value and justifying their fees to clients.
Source: investmentnews.com
Bill Bernstein: Revisiting 'The Four Pillars of Investing'
The author discusses the new edition of his popular investing book, plus the returns outlook, TIPS ladders, and more.
Source: morningstar.com
Investopedia Announces the 2023 INV100 Most Influential Financial Advisors
/PRNewswire/ -- Today Investopedia announces the 2023 Investopedia 100 Most Influential Financial Advisors. The INV100 list honors independent U.S.-based...
Douglas Boneparth Michael Kitces Mary Beth Storjohann Elaine King Peter Lazaroff Stephanie Mccullough
Source: prnewswire.com
Investopedia 100 Top Financial Advisors of 2023
The 2023 Investopedia 100 celebrates financial advisors who are making significant contributions to conversations about financial literacy, investing strategies, and wealth management.
Source: investopedia.com
When should financial advisors break up with problem clients?
Breaking up is hard to do, and it's even harder for financial advisors who feel the need to break up with active clients.
Source: investmentnews.com
An Investing Road Map for Pre-Retirees
The late 50s and early 60s are the perfect age for investors to embark on a savings sprint, assess the viability of their portfolio, and build out their stake in safer securities.
Michael Kitces Investors Approaching Social Security Open Social Security Retirement Income Calculator Retirement Nest Egg
Source: morningstar.com
Holistiplan Passes 20,000 Advisors Milestone
/PRNewswire/ -- Holistiplan, a tax planning technology solution for financial professionals, today announced that their advisor client base has surpassed...
Source: prnewswire.com
What Is A Fiduciary? | Bankrate
In the case of a financial advisor, the National Association of Personal Financial Advisors specifies that a fiduciary should always act in the best interests of their clients. Further, a fiduciary should be proactive in disclosing any conflicts of interest that might impact their clients.
Michael Kitces National Association Of Personal Financial Advisors Exchange Commission National Association Personal Financial Advisors Regulation Best Interest
Source: bankrate.com