Nearly 37% of fake text messages received by consumers over the past 90 days were linked to financial scams, according to new data. The toxic text messages mainly claimed to be from banks or other financial institutions. Fake finance text were only exceeded by parcel and package delivery scams which formed over 53% of the total of […]
Archives for 2021
Creating Hockey-Stick Style Growth By Taking The Uncomfortable Leap
It is a fundamental part of human nature to aspire to a future that is better than what we currently have. To the point that for those in even the most dire of situations, “hope” is what keeps us alive and going. After all, if there’s no hope that things could someday be better, there’s […]
Creating Hockey-Stick Style Growth By Taking The Uncomfortable Leap
It is a fundamental part of human nature to aspire to a future that is better than what we currently have. To the point that for those in even the most dire of situations, “hope” is what keeps us alive and going. After all, if there’s no hope that things could someday be better, there’s […]
Wealth Enhancement Group to buy $1.1B firm, grow beyond $40B in client assets
MassMutual to offer Bitcoin fund
Financial advisor charged with possessing and distributing child pornography
Weekend Reading for Financial Planners (Aug 14-15)
Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with a recap on where the latest legislation on the infrastructure legislation and budget reconciliation bill (with pending tax law changes) stands as it winds its way through Congress in the coming weeks, which is anticipated to culminate in […]
JPMorgan is boosting its active ETFs with a $10 Billion mutual fund switch
Editor’s Column: All change for financial plans – or is it?
A good financial plan will always need regular updating to stay on track as Financial Planners know, even if clients do not always appreciate this. While the fundamentals of any financial plan should endure for many years, it’s inevitable that circumstances will change. The pandemic is most certainly a ‘circumstance’ that has altered almost every assumption. […]