Finding the right financial advisor to help with your financial needs and goals can be complicated. The CNBC FA 100 celebrates those advisory firms that top the list when it comes to offering comprehensive planning and financial services to help clients navigate their complex financial lives.
Advisory firms have had to find ways to be able to adapt through the use of virtual technologies to keep their meetings going with clients. That newfound comfort will probably change advisory practices well into the future.
In a poll of top-rated advisory firms, there is a near-even split on the election outcome and the market's reaction. However, most see volatility as opportunity.
As disruptive and unsettling as the coronavirus pandemic has been for the U.S. economy, financial markets and virtually every American family, the country's top financial advisors have managed to smoothly adapt to these circumstances.
The Economist | Oct 3, 2020 The credit-card duopoly is crashing the faster-payments party THE GREATEST accolade a payment system can aspire to is to be forgotten about. “People don’t want to make payments,” says Diana Layfield, an executive on Google’s payments team. “They want to do what a payment facilitates.” The industry’s biggest battles
The post Mastercard and Visa seek to get the most out of the digital-payments boom first appeared on National Crowdfunding & Fintech Association of Canada.
Millions of Americans could have been shut out of receiving their $1,200 stimulus checks because they didn't have their information on file with the IRS. Now, an extended deadline means they have five additional weeks to submit for their payments.
Employment scams, including fake job listings, have been on the rise during the coronavirus crisis. The uptick comes as millions of Americans are out of work due to Covid-19 and are searching for new jobs. Here's how to detect and avoid falling for one.
The case of a financial advisor in Georgia who has been reported missing, in the midst of an investigation related to his firm, is a good reminder to investors that they should always do their homework before working with an advisor.
Whether you're an adrenaline junkie or a tried and true procrastinator, the final deadline for submitting your 2019 income tax return — if you went on extension — is on Oct. 15.
Stocks prices are neither cheap nor pricy given prevailing interest rates and other factors like federal stimulus money, according to the president of Salem Investment Counselors, the top financial advisory firm on CNBC's FA100 list.
The markets are coiling and compressing as they process jarring events, with potential energy building up for eventual release.
Many people mistakenly believe that they don't have enough in assets to warrant a will, or that their money will automatically go to their next of kin. Both assumptions are wrong.
The coronavirus pandemic caused state revenues to plummet, leaving New York's Excelsior Scholarship program facing a significant shortfall.
Yahoo News Release Crowdcube and Seedrs | Oscar Williams-Grut | Oct 5, 2020 The UK’s two biggest crowdfunding platforms have announced plans to merge. Crowdcube and Seedrs said in a joint statement on Monday they had agreed the terms of a merger. The combined company will be worth £140m ($181.2m). Crowdcube will acquire Seedrs under
The post UK Equity Crowdfunding platforms Crowdcube and Seedrs to merge first appeared on National Crowdfunding & Fintech Association of Canada.
If Amy Coney Barrett is confirmed to the U.S. Supreme Court, a more conservative group of justices may cost small businesses, and a current case involving Ford helps explain why.