Americans Are 16.9% More Confident in Their Financial Plan With an Advisor, per ComparisonAdviser Study
ComparisonAdviser shares a recent study that investigates the impact of a financial advisor on people's confidence in their financial plan. In its latest study, ComparisonAdviser...
Financial Advisor Magazine Recognizes Magnus Financial Group in Its 2024 RIA Survey and Ranking
Magnus Financial Group LLC, a registered investment advisory (RIA) firm, has gained further recognition within the financial services industry by earning a place on Financial...
Michael S. Schwartz, CFP®, AEP® Receives Forbes’ Top Financial Security Professional Recognition for a Fourth Consecutive Year
Magnus Financial Group LLC, a registered investment advisory (RIA) firm, is pleased to announce that its CEO & President, Michael S. Schwartz, CFP®, AEP®, has...
MyPerfectFinancialAdvisor Rebrands as BenFi to Reflect on Its Investor-First Mission
MyPerfectFinancialAdvisor, the premier matchmaker between investors and financial advisors, has launched its new brand identity and website as BenFi. www.gobenfi.com is the nation's only service...
Guardian Wealth Management Launches New Brand and Website: Old School Meets New School
Guardian Wealth Management, LLC, a boutique private wealth and asset management firm, is thrilled to announce the launch of its newly revamped brand and website....
Why Families Should Start Planning for the Great Wealth Transfer Now, According to ComparisonAdviser Study
The Great Wealth Transfer makes financial advice a necessity now more than ever. With proper planning, one can ensure their wishes are met and preserve...
Northwestern Mutual: 5 Things for Home Buyers to Think of When Buying Their Dream Home
Buying a dream home is an exciting milestone in anyone's life, but it's also a decision that requires careful consideration. There are plenty of factors...
NAIFA Introduces Innovative ‘Caring Conversation’ Stencil in Collaboration With Asset-Map
The National Association of Insurance and Financial Advisors (NAIFA) is excited to announce the launch of the “Caring Conversation” Stencil, a new tool developed by...
Northwestern Mutual: Ways Parents Can Plan for Their Children’s Future
For parents, planning for their child's future is about laying the groundwork for success, happiness, and security that will last a lifetime. Here are several...
Michael S. Schwartz, CFP®, AEP® Receives Forbes’ Best-in-State Wealth Awards 2024 Recognition
Magnus Financial Group LLC, a registered investment advisory (RIA) firm, is pleased to announce that its CEO & President, Michael S. Schwartz, CFP®, AEP®, has...