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Check the background of your financial professional on FINRA's BrokerCheck The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker-dealer, state- or SEC-registered investment advisory firm.
About Us - Nicola Wealth Management
At the time the firm opened its doors, there was a severe lack of sophistication in the nascent wealth management industry. Business owners were sold insurance and told to invest in stocks, bonds and mutual funds, but it was nothing more than a slightly enhanced version of what an average investor would do. With a keen understanding of the financial industry, its many vehicles, and the elaborate rules and regulations involved, the firm now challenges conventional wisdom, implementing a specialized planning approach. Build assets outside of your business that are not correlated to your company’s future performance.
Simmons Bank Announces Trust Department Promotion, New Hires - February 9, 2017
Springfield, MO — Simmons Bank has promoted one and added two new members to the trust team in its Springfield, Mo. office. Randy Saul, vice president of trust business development, and Dave Richards, vice president and senior portfolio manager, have joined the bank. Beth Koppang has been promoted to trust administrator. "We are thrilled to continue to grow our trust team in the southwest Missouri area," said Joe Clement, Simmons Bank Wealth Management group president. "We have an incredible group of experienced financial professionals serving in Springfield, and these new additions only further our depth of trust investment management and fiduciary services expertise in this market.
Our adviser teams help a broad range of individual and corporate clients to understand and achieve their most important financial, pension and insurance planning needs and investment objectives. Some teams specialise in working with business owners, others with senior corporate executives and professionals in sectors such as investment banking, consultancy, partners in the big four accountancy firms or major law firms, barristers etc. Several work with more complex wealthy families, including an increasing number who are non UK resident and domiciled.
Spraker Wealth Management is an independent, fee-only SEC Registered Investment Advisory (RIA) firm with over $130 Million in assets under management (AUM). We specialize in providing individuals and families with superior, holistic financial planning and comprehensive wealth management services. Our combined expertise is derived from over 60 years of study and experience in business management, retirement planning, wealth management, investment research, and client services. As a team of highly educated, independent fiduciary professionals, we have no products to sell, no brokerage sales quotas to fulfill, no prizes to win, and no commissions to generate from our recommendations.
Advice Disclaimer - Financial Advice | MLC Australia
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Fiduciary Management: APFs keep it in-house
Maarten van Wijk assesses the scope for fiduciary management within an APF, the new Dutch pension fund vehicle • APFs typically make use of fiduciary management services within their group. • The stakes will be higher if APF assets grow in line with projections and boards seek to change the fiduciary manager. • Asset growth is likely to lead to more underlying mandates and specialist asset classes. The number of pension funds in the Netherlands has been falling, which has changed the dynamics of the asset management market. The new general pension fund (APF) allows smaller pension funds to consolidate while retaining their identity.
What is the difference between asset management and investment banking?
This is a great question that should have a straightforward answer. Unfortunately it doesn't, because these terms are overloaded in the real world. Let's start with the most common, basic definitions:Asset management - The management of a client's investments by a financial services company, usually an investment bank. The company will invest on behalf of its clients. Investment banking - Investment banking is a specific division of banking related to the creation of capital for other companies, governments and other entities.
LinkedIn Releases Wealth Management Research on High Net Worth Individuals
News September 20, 2016 It’s clear that today’s customer purchase experience is wildly different from how it was even just a decade ago. Whether you’re buying a new TV or choosing a service provider, what used to be a mostly linear experience based on a trusted recommendation is now influenced by information from a variety of sources and from multiple communication channels. Thanks to the internet and smartphones, access to information has never been easier or faster. Every industry has been affected by these incredible changes. In financial services, online do-it-yourself and robo-advice options are attracting more and more consumers, causing consternation throughout an industry built on the backs of human financial advisors and wealth managers.
Digital Asset Management (DAM)
Have you noticed that you waste precious time looking for the digital assets that you, your organisation or your customer want? Digital assets are basically the computer files, which may be in the form of digital images, Words document, PDF file, PowerPoint Presentation, layout design, video, music, etc. They are called digital assets because they have some value to you or your organisation. No more guessing where they are Digital Asset Management system provides a central platform for storing all your digital images and associated data, Words documents, PDF files, multimedia files, etc.