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01.17.2024
USA TODAY – How to create a budget for 2024: First, check out how you spent in 2023
Industry News/Trends
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…
Read More01.17.2024
CityWire – $6.5bn Procyon makes executive hire
Industry News/Trends
Procyon has brought on Harry Kirkpatrick to serve as chief revenue officer. Procyon, 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 served as…
Read More01.11.2024
InvetmentNews – Prospecting for clients the ‘old-fashioned way’
Industry News/Trends
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….
Read More12.15.2023
InvestmentNews- Gen Xers will not retire comfortably, Schroders finds
Industry News/Trends
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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