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4 questions about the BLX Internship for advisor Chloé Moore

4 questions about the BLX Internship for advisor Chloé Moore
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FiComm Partners Announces Winners of Its Inaugural Podcast Awards


FiComm Partners Announces Winners of Its Inaugural Podcast Awards
In partnership with InvestmentNews, the Awards recognize advisors having meaningful conversations and making a difference through podcast content
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LOS ANGELES and NEW YORK, May 27, 2021 /PRNewswire/  FiComm Partners ( FiComm ), a full-service communication agency specializing in the wealth management and financial advice industry, along with media partner
InvestmentNews, announced the winners of its inaugural first-ever Advisor Podcast Awards. The Awards honored podcast excellence in three categories: The Client Happy Podcast, for approachable, client-centered podcasts; Walking the Walk: Diversity for podcasts demonstrating what diversity and inclusion really feels like; and Pitch Your Podcast, where advisors pitched their new podcast concepts that challenge the status quo. ....

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Should I Get a Financial Advisor?


Should I Get a Financial Advisor?
© (Getty Images)
Financial advisor speaking with clients
While some experts say a good rule of thumb is to hire an advisor when you can save 20% of your annual income, others recommend obtaining one when your financial situation becomes more complicated, such as when you receive an inheritance from a parent or you want to increase your retirement funds.
We re more than stocks-pickers, says Jose Sanchez, a certified financial planner with Retirement Wealth Advisors in Santa Fe, New Mexico. People often procrastinate making decisions and need a slight nudge. We focus on the human side of financial planning and spend 80% of our time listening, finding out those goals and how to achieve them. ....

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