PCIA is pleased to announce that it has acquired substantially all of the assets of Liberty Wealth Advisors, a $1.75 billion wealth planning and investment management firm with clients in more than 45 states*.
PCIA, is pleased to announce their new partnership with Professional Financial Services. PCIA’s acquisition expands PCIA’s national footprint and adds $185 million in assets under management as of the end of October 2022.
The crypto industry is still reeling from last week’s shocking death spiral of digital currency exchange FTX.
As of Nov. 4th, financial advisors must comply with a long-awaited overhaul of the rules formarketing their businesses, ushering in a new era in the wealth management industry.
Stocks are down, bonds are down, and as a result, retirement savings for young and old alike have taken a brutal hit—but experts say there are ways to get back on track.
The dream of owning a home was pushed further out of reach when mortgage rates doubled this year. Carrying a credit-card balance or borrowing money for a car are also significantly more expensive. Returns on saving accounts, on the other hand, are slowly improving.
The number of job openings in the U.S. increased to 10.7 million in September, reversing a sharp decline in August and scuttling hopes that recent Federal Reserve rate hikes would help cool the American labor market. Scott Duba provides input.
The warnings have been ominous: The high-flying pandemic-era housing market might turn out to be a bubble. Scott Duba provides input.
Jason Noble provides input on extra costs that can have a substantial impact on your financial investments over time.
Lisa Jones, financial advisor and managing director, Springfield market, shares some insights on the best time to start talking about money as a couple in this GOBankingRates article.