Carlsbad wealth advisor accused of spending client funds on cars, Hawaii vacations and women

October 8, 2021

In 2018, Carlsbad wealth advisor Mark Boucher sold one of his clients a Chevrolet Camaro ZL1 for $ 52,000. But, according to prosecutors, the client had already paid it unwittingly. According to an unsealed fe...

Hightower facilitates sub-acquisition for Fairport Wealth

Lance Gravel

October 7, 2021

Wealth

CHICAGO, October 7, 2021 / PRNewswire / - High tower announced today that it has facilitated a merger for Fairport Wealth, a Hightower consulting firm in Cleveland, Ohio. FMA Advisory, Inc., a wealth managem...

IRYSS® launches the first marketplace of its kind to strengthen the wealth journey of millions of Americans

Lance Gravel

October 6, 2021

Wealth

ROCHESTER, NY, October 6, 2021 / PRNewswire / - With more than two-thirds of Americans paying too much for professional investment services, Jeff McCormack knew he had to act. After two decades in the wealth...

Fortunes of America’s Richest Sports Owners Increased 42% in One Year

Lance Gravel

October 5, 2021

Wealth

Now is the right time to own a billionaire sports team. The collective wealth of the 44 sports owners of Forbes listing of the richest 400 Americans rose 42% from a year ago to $ 392.4 billion...

Towards optimal wealth management based on AI – Study

Lance Gravel

October 5, 2021

Wealth

This article explores the different ways AI technology is changing the face of wealth management in the UK and much of the world. An important theme in global wealth management is how banks and o...

Investors continue to favor full-service hotels

Lance Gravel

October 4, 2021

Wealth

Blackstone Inc. big announcement last week that he was selling his Cosmopolitan of Las Vegas complex and casino for $ 5.65 billion, a price almost $ 4 billion more ...

Wealth is not satisfying – The North State Journal

Lance Gravel

October 2, 2021

Wealth

PHOTO CAPTION: "Mammon" by George Frederic Watts (1885) is a painting in the collection of Tate Britain, London, England (public domain). The fourth chapter of Ecclesiastes ended with a recommendation...

SEC Advisory Board Focuses On Digital Engagement Practices – Wealth Management

Lance Gravel

October 2, 2021

Wealth

United States: SEC Advisory Board Focuses On Digital Engagement Practices ...

Climate change: Greed for material wealth has pushed us to the brink of losing a stable climate forever – Professor Paul Ekins

Lance Gravel

October 1, 2021

Wealth

But maybe he too, like many of us, has been appalled by the multiple images on our TV screens since 2015 of the world on fire in one country, underwater in another, drought-ridden. in a third, and shaken by ab...

Barriers to Wealth Creation Facing the Latinx Community

Lance Gravel

October 1, 2021

Wealth

Kara PÃ©rez is the founder of Go bravely, a financial platform focused on feminist economics and inclusive personal finance.Each family has stories and lessons that they pass on to the next generat...

MassMutual launches crypto subsidiary for RIAs

Lance Gravel

September 30, 2021

Wealth

MassMutual is launching a crypto investment platform for RIAs that will allow advisors to access, report, trade and plan using digital assets, according to an annou...

Cardinals spread wealth when it comes to their wide receivers

Lance Gravel

September 29, 2021

Wealth

Distributing wealth is not always as easy as it seems. Especially in the NFL, when you have a dynamic young quarterback and playmaker and a bunch of capable and capable passing targets - any of them could hav...

YIELD App Announced As Official Digital Asset Management Partner

Lance Gravel

September 29, 2021

Wealth

West Ham United is pleased to announce YIELD App, a FinTech Company, as Official Digital Asset Wealth Management Partner. This exciting partnership comes just seven months after the public launch of the YI...

Barack Obama: Taxing the Rich, Including Me, to Fund Biden’s Spending Plan | Barack obama

Lance Gravel

September 28, 2021

Wealth

Barack Obama says wealthy Americans - including himself - can afford tax hikes to help fund Joe Biden's ambitious spending plan.â€œI think they can afford it,â€ Obama told Good...

Exclusive: Institutional Investors and Wealth Managers Increasingly “Test” the Crypto Market

Lance Gravel

September 28, 2021

Wealth

More than six in ten institutional investors and wealth managers in the United States, United Kingdom, France, Germany and United Arab Emirates who currently have no exposure to cryptocurrencies and...

FINRA targets impact of social media influencers in review letter

Lance Gravel

September 27, 2021

Wealth

The Financial Sector Regulatory Authority review letter published last week targets how businesses use social media to attract news President Robert Cook's assur...

Heritage Care Corner # 4

Lance Gravel

September 27, 2021

Wealth

Two emotions are likely to strike as retirement approaches: excitement and fear. Leaving the world of awakenings to pursue your own passions is liberating, but the apprehension of entering a new stage in life...

DIY Cleaning Products Good for Your Health and Wealth advice

Lance Gravel

September 26, 2021

Wealth

Glass, mirror and glass cleanersClub Soda. For a light window cleaner, simply pour club soda (less than 2 cents per ounce) into a spray bottle. You now have a very effective and non-toxic glass cleaner. Is i...

How oil pressing was one of the earliest sources of wealth

Lance Gravel

September 26, 2021

Wealth

Our lack of connection to oil puts us at the mercy of international commodity trade and government policy, which periodically, like now, leaves us with shortages and skyrocketing prices.SynopsisKnowing how to ...

How the rich prepare for higher taxes

Lance Gravel

September 25, 2021

Wealth

izusek | E + | Getty ImagesTo pay for a historic and sweeping expansion of the social safety net, President Joe Biden and the Democrats plan to slap wealthy Americans with higher taxes.In response, financial...

“The idea is to create wealth, not to get rich overnight”

Lance Gravel

September 24, 2021

Wealth

Several young employees have become addicted to equity investments since the stock market crash of March 2020 following Covid. Checking out the sensex has become a morning ritual for them, as has catching up ...

Why Repairs Are Needed To Close The Racial Wealth Gap

Lance Gravel

September 24, 2021

Wealth

In addition, in the 20th century, the federal government promoted homeownership in a very discriminatory way that has benefited white households and sidelined African Americans. For example, the Federal Housi...

Namaste Investi: Turning to Yoga to Build Your Wealth

Lance Gravel

September 23, 2021

Wealth

I have been practicing yoga for over a decade. I love the physical and mental benefits it provides. Yoga makes me stronger and more flexible and helps counteract the effects of sitting in a chair at my desk ...

Millennials are the highest paid generation, but have much less wealth

Lance Gravel

September 22, 2021

Wealth

Millennials make more money than any other generation at their age. But they still hold much less wealth, in large part becau...

Saudi Arabia’s heritage fund plans to issue green debt “soon” | Business and Economy News

Lance Gravel

September 21, 2021

Wealth

The Kingdom's Public Investment Fund has invested more in companies that benefit from a transition away from fossil fuels, mirroring Saudi Arabia's broader strategy to diversify its economy by avoiding relianc...

Indosuez Wealth Management chooses Intercontinental Exchange for the optimization of its portfolio and its margins

Lance Gravel

September 21, 2021

Wealth

ATLANTA & NEW YORK, September 21, 2021- (COMMERCIAL THREAD) - Intercontinental Exchange, Inc. (NYSE: ICE), a leading global provider of market data, technology and infrastructure, today announced that Indo...

Wise embarks on wealth management with BlackRock

Lance Gravel

September 20, 2021

Wealth

UK fintech Wise is launching its first foray into wealth management, allowing clients to invest money from their checking accounts in stocks in multiple currencies. Users can choose to invest the money he...

Discover your wealth potential through innovation with Krystylle L. Richardson – Innovation strategist in the field of health and wealth

Lance Gravel

September 20, 2021

Wealth

We hear a lot about wealth and a lot of innovation, however, it's rare to hear of the two in combination. For Krystylle L. Richardson, strategist in wealth innovation, the two go hand...

Capital Gains Tax: Rishi Sunak Raises “Likely” Wealth Levy in Tax Raid Warning | Personal Finances | Finance

Lance Gravel

September 19, 2021

Wealth

The recent increase in the government's national insurance, which was announced last week, has raised concerns that other taxes may be increased. Treasury officials admitted this week that the council tax may...

Evergrande begins repaying wealth product investors with real estate

Lance Gravel

September 19, 2021

Wealth

An exterior view of the China Evergrande Center in Hong Kong, China on March 26, 2018. REUTERS / Bobby Yip / File Photo / File PhotoBEIJING, Sept. 19 (Reuters) - Cash-strapped developer China Evergrande Group ...

Create wealth for future generations

Lance Gravel

September 18, 2021

Wealth

One of the most important steps towards financial freedom is an honest and clear personal budget. Image: iStock ...

Evergrande executives must reimburse wealth management products

Lance Gravel

September 18, 2021

Wealth

Distressed real estate developer China Evergrande Group said it had asked six executives who received refunds before maturity for their wea...

Parcion Private Wealth welcomes Sarah Kaler as Chief People & Culture Officer

Lance Gravel

September 17, 2021

Wealth

SEATTLE - (COMMERCIAL THREAD) -Private Wealth Parcion, a Seattle-area wealth management company focused on helping business owners and entrepreneurs optimize heritage-related events, recently welcomed...

FBCL independent review not about ‘redistribution of wealth’, says Hearts chief

Lance Gravel

September 17, 2021

Wealth

Hearts CEO Andrew McKinlay. (Photo by Bill Murray / SNS Group)It was announced Tuesday that five SPFL member clubs - Hearts and Hibs, along with Aberdeen, Dundee and Dundee United - had commissioned Deloit...

Senator Warren pushes wealth tax to help fund Biden plan

Lance Gravel

September 16, 2021

Wealth

The legislation - introduced by Warren, in collaboration with Representatives Pramila Jayapal and Brendan Boyle - is co-sponsored by the Senses. Kirsten Gillibrand, Mazie Hirono, Ed Markey, Jeff Merkley, Ale...

House Democrats introduce tax increases for businesses and high net worth individuals

Lance Gravel

September 15, 2021

Wealth

It also increases the top tax rate for capital gains - the proceeds from the sale of an asset like a boat or stocks - to 25 percent from 20 percent. Mr. Biden had proposed essentially doubling that tax rate. ...

DSU fintech partnership aims to close the wealth gap

Lance Gravel

September 8, 2021

Wealth

DOVER - Investor Cash Management (ICM) now offers Delaware State University community members a new financial option that increases wealth and opens up new investment opportunities beyond traditio...

First generation investors empowering students from underserved communities to build generational wealth

Lance Gravel

September 1, 2021

Wealth

Financial literacy courses and counselors teach that once you've paid off your debts and saved an emergency fund with at least six months of living expenses, it's better t...

TA Associates and Onex invest in Wealth Enhancement Group

Lance Gravel

August 28, 2021

Wealth

A Canadian investment manager who is backing one of the most active acquirers this year is acquiring a stake in another of the major consolidators behind the record volume of transactions.By agreement announce...

2 actions to help you build up retirement wealth

Lance Gravel

August 25, 2021

Wealth

Most investors will not get rich overnight on the stock market. However, a long-term investment in companies with strong businesses that offer consistent portfolio gro...

Albert shares his passion and practice with Auburn interior design students

Lance Gravel

August 23, 2021

Wealth

Item body Taneshia W. Albert has changed perspectives all her life. She convinced her family that interior design was a better career choice for her than being a lawyer. She persuaded contractors and...

Taliban inherit enormous mineral wealth

Lance Gravel

August 22, 2021

Wealth

...

America is rich, but our country is not doing well

Lance Gravel

August 22, 2021

Wealth

Emotional balance, poise, and resilience, always fleeting and elusive in a fittest survival system like ours, is now an even greater challenge given the devastation of the past 18 months. Many said it caused ...

Wealth manager Tyler Robuck, CFP® chooses Manhattan West

Lance Gravel

August 11, 2021

Wealth

LOS ANGELES--(COMMERCIAL THREAD)--Today, West Manhattan announced that it has welcomed Tyler Robuck, CFPÂ® to the firm as a partner and managing director. Joining Manhattan West's Privat...

Cape Argus readers encourage Facebook Live chat with wealth manager Lisa Linfield

Lance Gravel

August 9, 2021

Wealth

By Shakirah Thebus 37 months agoShare this article:To shareTweeterTo shareTo shareTo shareE-mailTo shareCape Town - A major shift in mentality is needed to unlock financial freedom for women.A Cape Argus F...

Tax Change Proposals: Six Things to Keep in Mind

Lance Gravel

August 6, 2021

Wealth

Sponsored by Parametric President Biden unveiled details of his budget plans in late April, along with his two infrastructure plans. The Treasury Department also...

Solon’s new planning director brings rich experience to the job

Lance Gravel

August 6, 2021

Wealth

SOLON, Ohio - Ashley Holloway knows he has big shoes to fill to succeed Rob Frankland as the city's director of planning and community development, but he believes he's up for the challenge.â€œ...

Patientco® named best patient financial engagement platform at Wealth & Finance International’s 2021 FinTech Awards

Lance Gravel

August 4, 2021

Wealth

ATLANTA - (COMMERCIAL THREAD) -Patientco, a next-generation patient payment technology company, was named the best patient financial engagement platform in the FinTech Award 2021 by Heritage and Inter...

Monument Wealth Management Announces Two Well-Established Women in Finance as New Partners to Strengthen Leadership Team

Lance Gravel

August 3, 2021

Wealth

Alexandria, Virginia, August 3, 2021 / PRNewswire / - Monument Wealth Management Announces Emily M. Harper, CFP (R) and Jessica L. gibbs, CFP (R) as partners of the private management company. The two women ...

How Creating and Supporting Small Businesses Can Close the Wealth Gap

Lance Gravel

July 23, 2021

Wealth

Over the decades, white families have accumulated on average about eight times the net worth of black families. And about five times the assets of Hispanic families. These differences in family wealth are oft...

How fintech leaders can help close the racial wealth gap

Lance Gravel

July 22, 2021

Wealth

Systemic racism plays a major role in our personal finances. We need to change that.When my co-founders and I launched our business in 2017, we set out to help as many American families as possible avoid the ...

Wealth manager Wren Sterling confirms sale negotiations

Lance Gravel

July 21, 2021

Wealth

Talks to sell wealth manager Wren Sterling ended with a buyout by executives. A number of bidders were vying for the company, Financial news learned. On July 14, Wren Sterling declined to comment on the ...

The Guardian’s Take on Britain’s Wealth Gap: A Gap Becomes a Gulf | Editorial

Lance Gravel

July 20, 2021

Wealth

As much of the nation focused with growing concern on 'freedom day' last week, a revelation report on Covid's uneven economy has gone slightly under the radar. Looking at a range of indicators, researchers at...

Moore Private Wealth Group, Based in Texas, Joins Kestra Financial Seeking True Entrepreneurship | Business

Lance Gravel

July 20, 2021

Wealth

AUSTIN, TX - (BUSINESS WIRE) - July 20, 2021--Moore Private Banking Group, a ...

Basepoint Wealth Expands Reach with Acquisition of Des Moines

Lance Gravel

July 19, 2021

Wealth

DES MOINES, Iowa, July 19, 2021 / PRNewswire / - Base Point Wealth (www.basepointwealth.com), a wealth management company based in Cedar Rapids, IA acquired Charter Accounting, PLC as part of a closed trans...

Ask the expert: Entrepreneurs need to start protecting their wealth early | Ask the expert

Lance Gravel

July 19, 2021

Wealth

Do you want to protect your assets, ensure the safety of your family and en...

Entrepreneurship paves the way to wealth for minority communities

Lance Gravel

July 18, 2021

Wealth

The Michigan Minority Supplier Development Council recently released a new analysis estimating that it will take more than three centuries to achieve economic parity in minority communities based on the cur...

Do you need a wealth manager?

Lance Gravel

July 17, 2021

Wealth

wealth management concept, businessman and team analyzing finan - Credit: snowing12 / Adobe StockLanguage of Disclosure: We may receive payments from affiliate links included in this content. Our affiliate ...

3 ways to secure generational wealth

Lance Gravel

July 16, 2021

Wealth

Nothing can sound the alarm bells more than a global crisis, especially this health situation that we all face today. At times when grief and loss can be found all around, you come to think of things tha...

Democrats seek to investigate tax avoidance strategies of wealthy Americans

Lance Gravel

July 14, 2021

Wealth

Meaning. Elizabeth warrenElizabeth WarrenOvernight Energy: Democrats Seek To Counter GOP Attacks On Gas Prices | EPA: 11,000 facilities illegally dumped pollutants into nearby waters in 2018 | Warren Press...

Protect your wealth in a volatile market

Lance Gravel

July 13, 2021

Wealth

Calling the volatile crypto market would be quite an understatement; I mean, just look at the last couple of months! We all know that the cryptocurrency ecosystem can be a volatile place, and the unlucky ...

Indonesia’s wealth gap narrows as stock market collapses and house prices rise – business

Lance Gravel

July 11, 2021

Wealth

...

Barcelona flop Martin Braithwaite tying Lionel Messi’s wealth with £ 181million firm

Lance Gravel

July 10, 2021

Wealth

Now that Lionel Messi's contract has officially expired, Martin Braithwaite can walk around the Barcelona training complex knowing that none of his teammates can come close to his bank balance. Of cours...

Mexican prosecutors open investigation into ex-minister’s personal fortune

Lance Gravel

July 9, 2021

Wealth

MEXICO CITY (Reuters) - The Mexican attorney general's office said on Friday it had opened a criminal investigation into suspicions of illicit enrichment by former Economy Minister Ildefonso Guajardo, a sen...

UK Fintech ikigai, which combines day-to-day banking with wealth management, adds Apple Pay

Lance Gravel

July 8, 2021

Wealth

ikigai, the very first UK app to combine everyday banking and wealth management services, has decided to bring Apple Pay, a safe, secure and private way to make payments. Apple Pay helps customers maintain ...

Israel’s sovereign wealth fund plans postponed

Lance Gravel

July 6, 2021

Wealth

Israel to postpone the creation of a sovereign wealth fund to be fueled by tax revenues from natural gas production until next year, as this year's inflow turned out to be below expectations, Isr...

UBS invests in Singapore’s digital wealth platform

Lance Gravel

July 5, 2021

Wealth

Endowus, a digital wealth platform licensed by the Monetary Authority of Singapore (MAS), has received investments from strategic partners UBS, Samsung Ventures and Singtel Innov8, as well as their Se...

Roth IRA not just for the ultra-rich

Lance Gravel

July 4, 2021

Wealth

ProPublica's recently uncovered IRS record mine confirmed what many have always suspected: Billionaires often enjoy a significantly lower tax rate than the average American.They do this by claiming losses an...

Wealth and inequality affect BP in the population with the lowest risk of heart disease in the world

Lance Gravel

July 3, 2021

Wealth

Photo: Muneer Ahmed ok / Unsplash The idea of â€‹â€‹a "social scale" may be metaphorical, but a real and perceived societal ranking have real conseq...

If you want to accumulate wealth, stop chasing multibaggers: Pratik Gupta

Lance Gravel

July 2, 2021

Wealth

Many investors in a hurry to build wealth quickly end up making suboptimal decisions without doing proper research. The best performing investors are those who make the fewest mistakes or no mistakes. Also...

Don’t blame central banks for wealth inequality

Lance Gravel

June 30, 2021

Wealth

It is an important debate, bearing on the legitimacy and the consequences of what central banks do, especially in this era of crises. The vision of BIS itself is threefold. First, the rise in inequality si...

The Impact Partnership, LLC Launches Impact Partnership Wealth, LLC, in Partnership with Market Guard®

Lance Gravel

June 28, 2021

Wealth

â€œOur goal at Market GuardÂ® is to help as many clients as possible, and we knew this would grab the right distribution opportunity. Impact Partnership Wealth has the capabilities...

The 2021 EY Global Wealth Research report – Asian Wealth Management and Asian Private Banking

Lance Gravel

June 27, 2021

Wealth

As the world slowly moves towards the end of the Covid-19 pandemic, many players in the region are looking to align themselves to make the most of the new reality we all find ourselves in. Hubbis had the o...

Harrop: The purpose of taxes is to generate income, not to take revenge on the rich

Lance Gravel

June 26, 2021

Wealth

By Froma Harrop / syndicated columnist Taxes are how we raise the funds needed to run government. The rich can afford most of these costs. These points are particularly linked to a time when the rich ha...

Tiffany Trump, Michael Boulos’ wedding plans will reflect their wealth – SheKnows

Lance Gravel

June 25, 2021

Wealth

Tiffany Trump left her life in Washington, DC in the grandest way - with a White House engagement with her fiance Michael Boulos. Now the couple are making big plans for their wedding as they move into...

Temporary parking lot planned for Credent Wealth head office | The star

Lance Gravel

June 24, 2021

Wealth

AUBURN - The City of Auburn is designing a temporary parking lot to meet th...

Refinitiv launches a wealth management offer

Lance Gravel

June 23, 2021

Wealth

Refinitiv today announced the launch of Refinitiv Active Investor for asset managers and their clients. Active Investor provides cutting-edge technology as well as a fully customizable appear...

Global Wealth Management Launches New Global Wealth Women Division

Lance Gravel

June 22, 2021

Wealth

Global Wealth Women was launched by wealth advisor Global Wealth Management, Amber Kelly. Because of her childhood experiences, she recognized that retirement planning can be different for women due to the...

Puzzle Wealth Solutions has left UBS Financial Services and joined Gladstone Wealth Partners and LPL Financial

Lance Gravel

June 21, 2021

Wealth

A newly independent team has left UBS Financial Services and joined one of the offices of LPL Financial's supervisory jurisdiction, Gladstone Wealth Partners. The 10-person practice, renamed Puzzle Wealth So...

Pros / Con: Canceling Student Loan Debt Would Close The Racial Wealth Gap, Boost Our Economy

Lance Gravel

June 20, 2021

Wealth

Student borrowers have a staggering $ 1.6 trillion in debt, of which $ 1.37 billion is owned by the federal government. Before Federal Government Suspended Student Loan...

The energy transition will offer a multitude of opportunities in Europe

Lance Gravel

June 19, 2021

Wealth

Energy dependence European countries became evident following the geopolitical upheavals of the two oil crises of the 1970s and the disruptions of Russian gas supplies in 2006, as well as in 2...

New financial literacy app aims to close the racial wealth gap – WCCO

Lance Gravel

June 18, 2021

Wealth

MINNEAPOLIS (WCCO) - A new program launched on Juneteenth takes a different approach to helping one of Minnesota's biggest problems - the racial disparity gap. It is also helping young people to embark on f...

Summary of entertainment news: the Norwegian fund supports the proposed split of Universal Music by Vivendi; Diana Ross Says “Thank You” in New Music After 15+ Years

Lance Gravel

June 18, 2021

Wealth

Here is a summary of the current entertainment briefs. Harry Potter, "Friends" could fall victim to Hungarian anti-LGBT law (broadcaster) The biggest Hungarian broadcasters have criticized a new law ban...

Column by James Contini on the transfer of wealth.

Lance Gravel

June 17, 2021

Wealth

I often have questions from clients who want to set up an investment for their grandchildren on the type of account they should set up. Basically, there are three types of accounts that individuals can set ...

The wealth of the richest American families has increased 10 times that of the average family

Lance Gravel

June 16, 2021

Wealth

Dynastic wealth increases to 10 times the rate of the average American family's wealth, per new IPS report. America's 50 ri...

MacKenzie Scott, citing the wealth gap, donates $ 2.7 billion

Lance Gravel

June 15, 2021

Wealth

Find out what clicks on FoxBusiness.com. MacKenzie Scott, the billionaire philanthropist known for her unexpected multi-billion dollar donations to charities and racial equity causes, announced Tuesday...

Nomura Selects Refinitv, A Financial Market Solutions Provider, To Support Wealth Management In Singapore, Hong Kong

Lance Gravel

June 15, 2021

Wealth

Nomura would have chosen Refintiv, a multinational provider of financial market data and infrastructure, to leverage Fintech company's wealth management solutions in Hong Kong and Singapore. the Refinitiv ...

Richardson Wealth Announces New Vice President, Growth and Practice Execution to Support Ambitious Organic Growth Goals

Lance Gravel

June 14, 2021

Wealth

TORONTO, June 14, 2021 / CNW / - RF Capital Group Inc. (TSX: RCG) today announced the appointment of Christine Clement in the newly created role of Vice President, Practice Growth and Execution for its wholl...

Austin talks | Register for Wednesday’s Wealth Building Seminar

Lance Gravel

June 13, 2021

Wealth

Seeking to help close the racial wealth gap, the Austin United Alliance will sponsor a webinar on wealth creation - â€œA Plan to Access the Capital We Expectedâ€ - ...

Joe Biden’s redistribution of the vaccine wealth system

Lance Gravel

June 12, 2021

Wealth

...

Opinion / Letter: Repairing damage to black wealth is crucial | Letters

Lance Gravel

June 12, 2021

Wealth

I am a longtime Charlottesville resident who grew up in the Vinegar Hill neighborhood before it was destroyed. I was disappointed to read the June 1 letter to the editor, "Urban Neighborhoods at Risk of Da...

Biden argues it’s time to cut tax breaks for wealthy heirs

Lance Gravel

June 11, 2021

Wealth

Sympathy for small business owners often goes hand in hand with distrust of the government and the taxation that pays for it. But polls show that while Americans celebrate wealth creation, they th...

Refinitiv Workspace for Wealth Advisors Chosen for Nomura’s International Wealth Management Business | Taiwan News

Lance Gravel

June 11, 2021

Wealth

Fast, lightweight and built on an open platform, Refinitiv Workspace for Wealth Advisors is tailored to the specific needs of wealth advisers, delivering an efficient workflow and actionable...

Keen Wealth Advisors Launches Local Veterans Boating Campus with $ 100,000 Grant | New

Lance Gravel

June 10, 2021

Wealth

OVERLAND PARK, Kan., June 10, 2021 / PRNewswire / - Heritage advisors, a fi...

Libyan heritage fund to bring reports in line with international standards

Lance Gravel

June 9, 2021

Wealth

The Libyan Investment Authority, Tripoli, has launched a strategic project to change the way it prepares the consolidated financial statements of all of its companies, portfolios and investment funds. The m...

Want community wealth? Buy local but double democracy

Lance Gravel

June 8, 2021

Wealth

Editor's Note: Below, forward Stacy Mitchell, co-director of the Institute for Local Self-Government, wrote for Neal Gorenflo's 2021 book, â€œA Year of Living Locally,â€...

Dealer platform improves performance of energy wealth industry: IIAC

Lance Gravel

June 8, 2021

Wealth

In 2020, retail revenues grew 5% year-on-year among integrated businesses, while 17% growth in total operating revenues contributed to a 50% increase in operating profit at...

Sanctuary Wealth hires Merrill Lynch CEO

Lance Gravel

June 7, 2021

Wealth

INDIANAPOLIS, June 7, 2021 / PRNewswire / - Sanctuary Wealth, Home to Next Generation of Elite Advisors, Announces Hiring of Industry Veteran Phillip Porpora, Jr. as general manager. Porpora, who was previ...

Covid reminds us that the national force needs massive, non-agricultural and formal job creation

Lance Gravel

June 6, 2021

Wealth

Ten rich countries received the first 80% of Covid vaccines, U.S. disposable income per person is 27% h...

France probes the fortune of the head of the Lebanese central bank | Voice of America

Lance Gravel

June 6, 2021

Wealth

PARIS - France has opened an investigation into the personal fortune of Riad Salameh, director of the central bank of Lebanon in crisis, sources told AFP on Sunday. The Paris financial prosecutor's offi...

Health wealth: optimize your well-being in a post-pandemic world

Lance Gravel

June 5, 2021

Wealth

Mahalo for his support of the Honolulu Star-Advertiser. Enjoy this free story! Rates of COVID-19 cases continue to decline, restrictions are lifted and tourists are returning...

Diversity is the future of wealth management, says Sieg

Lance Gravel

June 4, 2021

Wealth

The future of wealth management depends on hiring and developing a diverse and better workforce to meet the needs of rapidly growing minority communities. Census figures show the share of whites in the U...

Richardson Wealth, The Best Corporate Fundraising Team For Children’s Hospitals Across Canada

Lance Gravel

June 4, 2021

Wealth

TORONTO, June 4, 2021 / CNW / - RF Capital Group Inc. (the Company) (TSX: RCG) is proud to announce today that its wholly owned subsidiary Richardson Wealth Limited (Richardson Wealth) has been named the Be...

Global wealth management firm unveils private clients branch in Australia

Lance Gravel

June 3, 2021

Wealth

International wealth manager Fisher Investments will begin offering investment management services to high net worth Australian private clients through a subsidiary. The subsidiary, Fisher Investments...

YMOD Celebrates Two Years and Extends ‘Generational Wealth and Empowerment’ to Black Youth

Lance Gravel

June 2, 2021

Wealth

RIVIERA BEACH, Fla .-- A non-profit organization dedicated to creating "generational wealth and empowerment" for black men in Riviera Beach is celebrating its two year anniversary. Young Men of Distinction w...

Biden’s plan to close the racial wealth gap should include student loan debt forgiveness, experts say

Lance Gravel

June 2, 2021

Wealth

President Biden has announced a plan to help narrow the racial wealth gap, but it does not include any student loan debt forgiveness - which some say is necessary to take meaningful steps toward reducing the...

ARS Wealth to Join Focus as Partner Firm, Establishing Focus’s Presence in Florida High Net Worth Market and Expanding Nationwide

Lance Gravel

June 1, 2021

Wealth

TipRanks3 Strong Buy stocks with 100% upside potentialEvery stock investor wants a high return; it's axiomatic, which is why people go public to begin with. But markets are inherently risky, and finding th...

Using your debt to build wealth

Lance Gravel

May 31, 2021

Wealth

...

Discrimination against blacks in the housing market increases the racial wealth gap

Lance Gravel

May 31, 2021

Wealth

Homeownership is the cornerstone of the American Dream and, for good reason, home equity greatest source of wealth for the typical American family. From the first quarter 2021, white non-Hispanic households...

Why the ICBC-Goldman Sachs Wealth Management Partnership Matters

Lance Gravel

May 30, 2021

Wealth

Editor's Note: Matteo Giovannini is a finance professional at the Industrial and Commercial Bank of China in Beijing and a member of the China Task Force at the Itali...

Private Equity Wealth Managers seek to sell minority stakes

Lance Gravel

May 29, 2021

Wealth

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“The Foundation of Wealth:” Why Black Wall Street Exploded

Lance Gravel

May 28, 2021

Wealth

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Chinese banking regulator adds limits to wealth management marketing

Lance Gravel

May 28, 2021

Wealth

What's up: China's banking regulator on Thursday released final rules governing the sales of wealth management products (WMPs), extending them to cover commercial banks and foreign companies and addin...

HSBC leaves US retail banking to focus on wealth management

Lance Gravel

May 27, 2021

Wealth

KEN SWEET, AP Business WriterMay 27, 2021Updated: May 27, 2021 3:17 p.m. NEW YORK (AP) - British banking giant HSBC announces the closure of its retail banking activities in the Unite...

Wall Street takes big steps to meet the needs of wealthy Chinese investors

Lance Gravel

May 27, 2021

Wealth

Text size A branch of the Industrial and Commercial Bank of...

New Orleans leads all other Louisiana cities in billionaire wealth, study finds – New Orleans City

Lance Gravel

May 26, 2021

Wealth

New Orleans has a billionaire with a net worth of $ 3.3 billion, making it the number one city in Louisiana in terms of billionaire wealth, according to a new analysis of the 24/7 Wall St. The ri...

Hong Kong banks seek share of mainland China’s wealth through mutual access program

Lance Gravel

May 26, 2021

Wealth

A program that allows Hong Kong banks to sell offshore wealth management products in some of southern China's wealthiest cities is emerging as a new source of growth in commission and customer revenue. for r...

Wealthy Millennials Could Be Key to Post-Pandemic U.S. Economic Boom

Lance Gravel

May 25, 2021

Wealth

High income millennials are willing to spend. NurPhoto / Getty Images A lockdown lift and a rising vaccination rate have put the United States on the on the verge of an economic boom, but American...

Here’s exactly how much money it takes to feel ‘rich’ in SF compared to Los Angeles and New York

Lance Gravel

May 25, 2021

Wealth

Even in the expensive Bay Area, the COVID-19 pandemic may have tempered expectations of wealth from previous years. But you still need millions of dollars to achieve financial happiness here, far more than ...

The pandemic has reshaped Americans’ definition of the rich

Lance Gravel

May 24, 2021

Wealth

Americans think $ 1.9 million is wealth - $ 700,000 less than they said before the pandemic, according to one new Charles Schwab report. ...