New transgender clients often tell River Nice they didn’t think they could receive services from the wealth management industry, given that so many doors in society remain closed to them. “It’s not even that they’ve spoken with another advisor or they have not been served well by another advisor,” said Nice, a trans financial planner…
Category: Financial
How Much Does a Financial Advisor Cost?
Financial advisors are professionals who help their clients in a variety of areas including financial planning, investing, retirement planning, estate planning, tax planning and others. Like any professional service provider such as an accountant or a lawyer, financial advisors do not work for free. There are a number of compensation models for financial advisors. You…
20 ‘First Steps’ For Financial Planning Startup Success
getty The success of a startup often hinges on meticulous financial planning and management. For many entrepreneurs, this can be a source of stress and an overwhelming part of their journey. However, it’s an essential part of the path to sustainability and growth. To help, 20 Forbes Finance Council members share the first things every…
Financial services company Airpay acquires personal finance management startup F…
Omnichannel financial services platform Airpay on Wednesday announced it has acquired personal finance management startup Finmapp. Incorporated in September 2020 by Finfinity Technologies, Finmapp offers a range of tools and services, including financial planning, tax planning, debt management, risk and age-based advisory and recommendations, and assessment to help users understand their spending, saving, borrowing, investment,…
AdvicePay surpasses 1 million transactions, $500M in financial planning fees as …
This week, the wealth management platform that took the concept of fee-for-service financial planning from undesirable to undeniable is celebrating a pair of major milestones that show how much the game has changed. AdvicePay, the payment processing technology developed by XY Planning Network founders Michael Kitces and Alan Moore, announced that its fee-for-service solution has…
Dias Wealth Expands Financial Planning and Wealth Management Services to Naples,…
Dias Wealth is a financial services firm dedicated to simplifying the complex world of financial planning. Dias Wealth, a leading financial services firm headquartered in Lake Mary, Florida, is excited to announce the expansion of its services to two Florida cities, Tampa and Palm Beach. The strategic rollout comes in response to the company’s strong…
6 Tips From An Advisor
Founder and Financial Advisor of DBHW Wealth Partners a leading independent wealth management and tax and accounting firm in Texas. getty Financial planning is a crucial aspect that demands careful attention when starting a new business. As someone who has gone through this journey myself, I vividly recall the early days of launching my first…
The road to resilience starts with financial planning
Open this photo in gallery: Today’s economic landscape is challenging for most Canadians. Inflation, elevated interest rates and high housing costs are causing people from all walks of life to experience financial vulnerability. Regardless of income level, Canadians are struggling. Their ability to recover from a sudden financial shock, such as an unexpected expense or…