Financial Management

  • Financial Management

    Financial planning with compassion | Sponsored

    Kinderhook, N.Y. — “It’s not just about the money.” It’s not the first mantra you’d expect to come from a financial advisor, but it’s the philosophy at the core of Siena Private Wealth’s human-centric approach to wealth management. “In the financial world, there’s so much focus on an advisor’s total assets under management. Size is often conflated with success,” CERTIFIED FINANCIAL PLANNER(TM) Marisa Rothstein said in a recent interview from her Kinderhook, N.Y. office. “That’s just not my priority, which is why I launched an independent practice — so I could have my own metrics for success: Am I serving  

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  • Financial Management

    Gemini Buys Wealth Management Platform BITRIA

    Crypto platform Gemini is buying separately managed account and digital turnkey asset management platform BITRIA, a development first reported by CNBC. The acquisition expands Gemini’s wealth management-focused crypto capabilities, as well as putting the firm in competition with its own partners, Onramp Invest and Eaglebrook Advisors. Terms of the deal were not disclosed, but all BITRIA employees will be moving to Gemini. Following the acquisition, Gemini will have the ability to build and maintain separately managed crypto accounts, perform portfolio rebalancing and tax loss harvesting on those accounts, engage in billing and fee collection and provide its users with connectivity  

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  • Financial Management

    Bernstein Private Wealth Management Launches New Financial

    New York, NY, Jan. 11, 2022 (GLOBE NEWSWIRE) — Bernstein Private Wealth Management, a unit of AllianceBernstein L.P., (AB), today announced the launch of “Let’s Talk,” a new series of roundtable discussions featuring in-house experts and celebrity talent, which seeks to answer some of the most pressing questions as it relates to financial advice and investment strategies. The series will kick off with actress and producer Rosario Dawson, who will be joining the show on Wednesday, January 19, at 12 p.m. ET. The new series will be moderated by Maci Philitas, Vice President of Emerging Wealth Strategy at Bernstein, and  

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  • Financial Management

    Troika Statement on Public Financial Management Reforms

    Download logo The recent important appointments related to South Sudan’s economic management come at a critical time for the reform process, as South Sudan is preparing to exit an IMF Staff Monitored Program and hopes to access a new loan in coming months.  The Troika underscores that a faster pace is needed in the implementation of Public Financial Management reforms.  In this regard the Troika stresses the importance of continuing and further strengthening the current reforms, which will demonstrate the Government’s commitment to the reform process and enhance trust with international partners. South Sudan has made important progress in the  

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  • Financial Management

    Creative Planning Acquires Berno Financial Management | State

    OVERLAND PARK, Kan., Jan. 4, 2022 /PRNewswire/ — Creative Planning Inc. (“Creative Planning”), one of the nation’s largest Registered Investment Advisers (“RIA”), today announced the acquisition of Berno Financial Management (“Berno”), which has a total of over $300 million in assets under management. Berno was founded by Bruce J. Berno, CFP ® in 1993 and has helped families and individuals in the greater Cincinnati area, as well as over 20 other states across the country, achieve financial peace of mind for almost three decades. As an independent, fee-only financial planner, Berno offers unbiased advice that focuses on the  

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  • Financial Management

    Focus Financial Partners : Provident Financial Management and London & Co., both Multi-Family Office and Business Management Firms, to Join Focus Together as a Newly Created Partner Firm

    Provident Financial Management and London & Co., both Multi-Family Office and Business Management Firms, to Join Focus Together as a Newly Created Partner Firm December 31, 2021 NEW YORK, NY / ACCESSWIRE / December 31, 2021 / Focus Financial Partners Inc. (NASDAQ:FOCS) (“Focus”), a leading partnership of independent, fiduciary wealth management firms, announced today that Provident Financial Management (“Provident”), a multi-family office and business management firm with offices in Santa Monica, Woodland Hills and San Francisco, CA, as well as in Nashville, TN, and London & Co., LLP (“London”), a tax, accounting and business management practice based in Los Angeles,  

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  • Financial Management

    More On Digital Ecosystems as the Future of Wealth Management

    In my last article, Independent Digital Ecosystems Are the Future of Wealth Management, I described the benefits and use cases for a new approach to advisor technology development, one that solves the integration problems preventing firms from scaling their businesses and optimizing their growth opportunities. The concept of “independent, integrated digital ecosystems” holds great promise for solving this problem and providing advisory firms and financial institutions a new way to better maximize use of today’s cloud-native technologies for designing their own digital experiences, and in effect create their own “app stores” for their businesses. Related: Independent Digital Ecosystems Are the  

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  • Financial Management

    What You Should Expect From Your Financial Planning Professional

    Some financial planners will deliver, what I would call, “an assessment that does not have to be in … [+] your best interest” as a suitability assessment, rather than a “best interest” assessment. Envision The term financial planning often gets thrown around casually. And the term financial advisor also gets applied equally to insurance agents, stockbrokers, investment adviser representatives, and those with advanced designations such as the Certified Financial Professional.  That said, some financial planners will deliver, what I would call, “an assessment that does not have to be in your best interest” as a suitability assessment, rather than a  

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