A majority of high-net-worth women defer to spouses on long-term financial planning. That can create problems for them and their families. That’s the subheading of the Barron’s article. An excerpt: “The onus is on the financial adviser to include the wife as a core...
“There are some bad actors with great personalities,” said Vance Barse, a wealth strategist at Manning Wealth Management in San Diego. “Not everyone needs an advisor, but it’s important to know the difference between brokers and fiduciaries,” he said. See Switching...
AGW Capital Advisors doubles down on its fiduciary responsibility as a business development strategy That’s the subheading of the InvestmentNews article. An excerpt: “While hiring an outside auditor isn’t required from a fiduciary standpoint, doing so...
String of allegations costs the self-help guru his gig as chief of investor psychology at Creative Planning That’s the subheading of the InvestmentNews article. An excerpt: Vance Barse, wealth strategist at Manning Wealth Management, echoed similar sentiment....
Tighter yield spreads, market risk, and the threat of higher taxes are seen driving financial advisers toward bonds That’s the subheading of the InvestmentNews article. An excerpt: “The 2019 tax season was an eye-opening one for many high-income earners,...
The change could impact how advisers construct fixed-income portfolios for clients That’s the subheading of the InvestmentNews article. An excerpt: “The more transparency we practitioners are provided, the better,” said Vance Barse, a financial adviser at...
