Tags » Financial Planners

The #1 Marketing Asset every Financial Advisor should Hold in the Portfolio

There were three times in life when my career almost brought me to a nervous breakdown. The first was my last semester at NYU Stern when my professor threatened to fail my thesis if I didn’t change the topic at the last minute. 672 more words


Bank of Canada Announcement

Good morning

As you know, your variable rate mortgage, line of credit and/or student loans are all based on the Prime Rate and here is your personal update from me on the recent Bank of Canada announcement on changes to their Overnight Rate which in most cases impacts your Prime Rate. 667 more words


Financial Services

We are one of the Leading Financial Services Company in USA. Our focus is the world of financial and corporate communications.We have helped many financial entities build their brands, articulate investment intelligentsia, ironclad their reputations, navigate crises, and drive asset flows. 32 more words

Credit Financial Services

The Finance & Tech Week In Review – 1/28/17

Every Saturday the HBCU Money staff picks ten articles they were intrigued by and think you will enjoy for some weekend reading impacting finance and tech. 170 more words

Finance & Tech Review

WMS Financial- An Innovative Financial Philosophy

Working in the competitive and ever turbulent financial industry in the modern age means having access to the most innovative strategies and philosophies for analysis is more important than ever. 364 more words

Financial Planners

WMS Financial- Sorting Your Finances Out for a More Comfortable Retirement Period

Retirement in many ways is a bit of a double edged sword. Whilst many people work extremely hard through out their careers to be able to enjoy a pleasant retirement, many are also aware that they won;t be generating as much income as they once did when entering this period in their life. 348 more words

Financial Consultant