-
This year, digital wealth management will shift to goal-driven advice that is instantly accessible and always personalized.
January 3
Jemstep -
For the first time, fund managers must disclose a breakdown of their fees to banks, insurers and other distributors.
January 3
-
-
-
The drastic changes are shaking up the status quo of estate planning. Here’s how financial planners need to change their approach.
January 3
-
Ali Hashemian, MBA, CFP, is a second generation financial planning professional and the author of the bestselling book Overtaxed: 6 Powerful Tax Free Investment Strategies. Hashemian served as the regional vice president for one of the largest financial institutions in the world before starting his own company, Kinetic Financial. He has given numerous speeches and is considered a subject matter expert on topics such as tax-advantaged planning, risk management, economic conditions and financial forecasting. He is also an avid philanthropist and participates in various charitable and church programs such as World Vision, Free Wheelchair Mission, and Mariners Church. Hashemian has been an MDRT member for four years.
January 3 -
Execs such as Beacon Pointe's Matt Cooper are aggressively pursuing acquisitions. Can the rapid acquisition pace continue?
January 3
-
Paul Ilechko is a senior security architect at Cedrus, and a member of the Cloud Security Alliance.
January 3 -
Issy Ben-Shaul is chief executive officer at Velostrata, a cloud migration company.
January 3 -
One strategy to enhance financial prospects is to get a part-time job via the gig economy.
January 2
