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01.17.2024

USA TODAY – How to create a budget for 2024: First, check out how you spent in 2023

Daniel de Visé A great way to make a household budget for 2024, financial planners say, is to look at how you spent money in 2023. You might call it data-driven budgeting: Before you create a spending plan for this year, analyze how you allocated…

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01.17.2024

CityWire – $6.5bn Procyon makes executive hire

Procyon Partners has brought on Harry Kirkpatrick to serve as chief revenue officer. Procyon Partners, the $6.5bn RIA backed by Dynasty Financial Partners, has hired a chief revenue officer, the firm revealed on Wednesday. Harry Kirkpatrick is joining Procyon from NEIRG Wealth Management, where he’s…

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01.11.2024

InvetmentNews – Prospecting for clients the ‘old-fashioned way’

Lead generation platforms are ‘worth exploring’ but advisors prefer other approaches. If you’re looking for new ways to prospect for new clients this year, be prepared to be disappointed. It seems most advisors prefer to stick with what they’re already comfortable with – networking and referrals….

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12.15.2023

InvestmentNews- Gen Xers will not retire comfortably, Schroders finds

Advisors say the age at which people retire and the definition of retirement are changing. December 14, 2023 By Josh Welsh Many Americans’ lives consist of going to school, getting a job, buying a home, having a family and saving for a nice retirement. For…

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11.14.2023

Honoring Advisors Who Serve(d): Veterans Day, 2023 – Think Advisor

In honor of Veterans Day and National Veterans and Military Families Month, we’re pleased to present ThinkAdvisor’s 12th annual Advisors Who Serve(d) compilation, in which we highlight stories of veterans in the advisory world, told in their own words. Advisors Who Serve(d) highlights financial advisors…

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10.27.2023

InvestmentNews – SMAs outpace mutual funds for wealthier clients, report shows

Affluent investors have been pouring money into separately managed accounts and turning slightly away from mutual funds, a new consumer research report shows. As of 2022, 22% of U.S. households that invest had SMAs, up from 13% in 2020, according to data published Thursday by Hearts…

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10.12.2023

Advisor Perspectives – Best Practices for Selling a Family Business

Advisor Perspectives welcomes guest contributions. The views presented here do not necessarily represent those of Advisor Perspectives. I came to know a gentleman who, years before we met, sold the business he and his late father had operated for more than three decades. He did very…

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09.25.2023

USA TODAY – Savings account interest rates are best in years, experts say. How to get a high yield.

Daniel de Visé Once upon a time, banks rewarded customers who opened savings accounts with stuffed lions, canvas totes – and interest. Lots of it. Those days are gone. The average savings account now yields about 0.45% annual interest, according to the Federal Deposit Insurance Corp. Rates remain stubbornly low…

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09.14.2023

Forbes – Don’t Risk It All: Areas Of Focus For High-Net-Worth Families

Amassing generational family wealth often takes years of discipline, planning, and sacrifice. Yet, it is widely reported that 70% of families who have the attributes needed to build wealth will lose it all by the second generation (fortune recommends, Dec. 14, 2022). How could this…

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