Wealth Management

OCTOBER 7, 2024

The Cleveland-based MAI's acquisition of Halpern Financial is the firm’s eighth deal this year and its 40th since 2018.

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Fee Only Management 289

Walkner Condon Financial Advisors

OCTOBER 4, 2022

Coming off the down year in 2018, many respected economists and market professionals were predicting a difficult year for the US stock markets in 2019. He is a fee-only, fiduciary financial advisor who works with clients locally in Madison and around the country. Most bull markets last just under three years. ABOUT THE AUTHOR.

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Marketing Marketing Financial Advisor Fee Only 98

XY Planning Network

JUNE 23, 2022

In 2018, Simidele (sim-me-day-lay) Adeagbo (ah-day-ahg-bow) became the first Nigerian Winter Olympian and the first African and Black woman to compete in skeleton (a sport in which athletes hurl themselves headfirst on a sled down an icy hill at 80 miles an hour) at the Olympics. 4 MIN READ.

Fee Only 52

Fee Only 52

Zoe Financial

FEBRUARY 16, 2023

The updated tax code went into effect in 2018 and will “ sunset ” in 2025. Important Bluebird Wealth Management Disclosure: This blog is original content by Bluebird Wealth Management an independent, fee-only, Registered Investment Adviser. Due to the increase in the standard deduction, there is now less incentive to itemize.

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Taxes Distribution CFP Accounting 40

Inside Information

SEPTEMBER 28, 2021

One of the XYPN petitions asks the SEC to greatly expand on its 2018 proposal to limit what brokers and registered reps are allowed to call themselves if they continue to refuse to register as RIAs and avoid bringing themselves under the fiduciary regulatory structure.

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Financial Planner Financial Planning Commission Sales 40

Sara Grillo

AUGUST 14, 2023

She was awarded a JD in September 2018 and passed the California Bar Exam in February 2019. As a flat-fee, advice only practitioner, she adheres to the fiduciary standard of undivided loyalty to her clients. In 2008, Kelly began working directly with clients as a financial planner.

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Financial Advisor Fiduciary Duty Insurance Financial Advice 52

Inside Information

OCTOBER 30, 2021

“If we could actually focus on plain language,” he says, “and say: this is what the business and the practices of broker-dealers are, and this is what the business and practices of investment advisors are , then I believe investors would understand it perfectly well. There doesn’t seem to be any confusion if it is described clearly and accurately.”.

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