CUInsight45m
Y-12 Credit Union announces plans to acquire First State Bank of the Southeast, expanding its financial services footprint into neighboring Kentucky
Y-12 Federal Credit Union (Y-12 FCU), a $2.15 billion credit union headquartered in Oak Ridge, TN, is pleased to announce its execution of a definitive ...
I’m paying my financial adviser 1%, but ‘the only communications I get are invoices.’ So I want to regain sole control of my accounts — without having to talk to him ...
Eight years ago I hired a financial advisor because the rounds of layoffs at work were coming more regularly, and I wanted to ...
Talking Biz News4h
Financial Advisor founder Chapman dies at 87
Financial Adviser founder Colin Chapman died this past weekend at the age of 87. Simoney Kiriakou of Financial Advisor writes, “Chapman was the founder of Financial Adviser — the print title that ...
planadviser.com4h
AI Can Be Helpful for FAs—but Mostly In-House for Now
Speakers at an eMoney financial adviser summit noted that AI is most useful for wealth managers as a practice management tool ...
The Oak Ridger5h
Oak Ridge-based Y-12 Federal Credit Union to acquire First State Bank of the Southeast
Y-12 Federal Credit Union announced Wednesday morning that it will acquire First State Bank of the Southeast, an action that ...
How to Change Financial Advisers
It’s tempting to shoot off a “you’re fired!” message to your financial adviser, broker or brokerage house. But as satisfying ...
'I wish Dad were here': I received $500,000 after my late father's wrongful-death lawsuit. My adviser suggests annuities. How do I invest it?
I wish Dad were here. He always had the answer. Related: My father developed dementia and put my brother on the deed to his house. We were shocked to learn the lawyer had a big conflict of interest.
Four words you never want to hear: ‘You can’t retire now’
When financial advisers tell clients that they need to delay retirement and keep working, it’s an unwelcome message. It can ...
This Election, Your Financial Plans Should Focus on Taxes
Don't let election drama tempt you into changing the makeup of your portfolio. The sensible move right now is to work out how ...
WABE1d
An organization has a novel way to get its 400,000 members in Georgia to vote. But is it legal?
An organization is requiring its 400,000 members in Georgia to vote — or potentially lose their membership and the financial ...
San Antonio's McNally Financial, investment adviser disciplined by state securities regulators
McNally Financial Services Corp. and investment adviser representative Mark Alan Kemp must make refunds to certain customers ...
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Bank accounts of Hasina's defence adviser Gen Tarique Ahmed, family frozen
In the letter, the BFIU ordered banks and NBFIs to halt transactions in personal accounts in the names of Major General (retd) Tarique Ahmed Siddique, his wife Shaheen Siddique, two daughters Nooreen ...