Should You Trust a ‘Finfluencer’?
In the age of social media, it’s easy to find advice on just about anything — including how to manage your money. Content creators known as “finfluencers” — short for …
Should You Trust a ‘Finfluencer’? Read MoreFinancial advisors
Vanguard Survey Highlights Emotional and Time-Saving Benefits of Personalized Financial Advice
VALLEY FORGE, PA — Investors who receive personalized financial advice are reaping far more than just improved portfolio performance, according to new research from Vanguard. The firm’s Emotional & Time …
Vanguard Survey Highlights Emotional and Time-Saving Benefits of Personalized Financial Advice Read More
Questions to Ask Your Financial Advisor
You should always be able to ask as many questions as you’d like when working with your financial advisor. So, before you have your annual review, think carefully about what …
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Vanguard Introduces Generative AI Tool to Enhance Advisor-Client Communications
VALLEY FORGE, PA — Vanguard has launched its first client-facing Generative AI (GenAI) feature, designed to streamline and personalize communications between financial advisors and their clients. The new tool, dubbed …
Vanguard Introduces Generative AI Tool to Enhance Advisor-Client Communications Read More Vanguard Introduces Dynamic Fixed Income Portfolios for Financial Advisors
VALLEY FORGE, PA — Vanguard has unveiled its first dynamic asset allocation fixed income model portfolios, offering financial advisors a streamlined solution to manage core fixed income assets for their …
Vanguard Introduces Dynamic Fixed Income Portfolios for Financial Advisors Read More
Diversified, LLC Reaches New Heights with Over $2 Billion in Assets Under Management
OAKS, PA — Diversified, LLC, a financial advisory firm, has crossed a significant threshold by surpassing $2 billion in client assets under management (AUM) as of June 30, 2024. This achievement …
Diversified, LLC Reaches New Heights with Over $2 Billion in Assets Under Management Read More
Don’t Let Investments Take a Vacation
Summertime is almost here — and for many people that means it’s time to hit the road. But even if you decide to take a vacation, you’ll want other areas …
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Biden Administration Finalizes Retirement Security Rule to Protect Savers
WASHINGTON, D.C. — To safeguard the retirement savings of working Americans, the Biden administration announced on Tuesday the finalization of the Retirement Security Rule. This groundbreaking regulation aims to elevate …
Biden Administration Finalizes Retirement Security Rule to Protect Savers Read More
What You Should Ask a Financial Advisor?
Managing your finances and investing for your future are important tasks — and they can be challenging. But you don’t have to go it alone. Many people benefit from working …
What You Should Ask a Financial Advisor? Read More
Outliving Your Savings: Tips for a Secure Retirement
Retirement is a time to relax, travel, and enjoy the fruits of your labor. However, it can also be a time of financial stress if you haven’t planned well. With …
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