by Vance Barse | Jul 20, 2019 | Financial Planning, News
Women who relinquish all financial decision-making to spouses or others, do so at their own peril That’s the subheading of the InvestmentNews Editorial article. An excerpt: Because of the obvious mess resulting from one person’s being omitted from decisions of...
by Vance Barse | Jul 9, 2019 | Financial Planning, News
Danger! When it comes to steering the financial ship, women are hesitant to make waves That’s the subheading of the InvestmentNews article. An excerpt: Financial professionals themselves share some of the blame for women being out of touch on family finances, several...
by Vance Barse | Jul 9, 2019 | Financial Planning, News
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...
by Vance Barse | Jun 27, 2019 | Financial Planning, News
“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...
by Vance Barse | Jun 18, 2019 | Financial Planning, News
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...
by Vance Barse | May 30, 2019 | Financial Planning, News
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....
