The Advisory Council is a group of financial professionals who serve as advisors to our financial planning programs and faculty. The members of the Advisory Council come from a variety of sectors ...
It’ not just about saving, it’s about keeping more of what you’re earned. Sponsored by Elevated Financial Management.
Daniel M. Machnik is the owner of Willis & Machnik Financial Services, an affiliate of Avantax Wealth Management. “The best-laid plans of mice and men often go awry,” or so we’ve been told. Part of ...
SCRANTON — Debt restructuring, borrowing, a significant tax increase and other strategic moves helped Lackawanna County overcome a cash crisis last year and establish sturdier fiscal footing entering ...
The Solano County Board of Supervisors voted 3-2 to retain the county’s current financial management structure at its Tuesday meeting, rejecting a proposal that could have consolidated some financial ...
AI, blockchain technology to push the wealth management software market to new heights … eventually.
As the wealth management business increasingly becomes a technology business, the wealthtech market is poised for substantial growth and expansion behind the momentum of cutting-edge tech. But we'll ...
A state agency that helps municipalities examine financial management is recommending the town hire an assistant town manager or director of finance to handle long-term financial planning and grant ...
One of the first adviser industry acquisition deals of 2022 underscores the trend of retirement plan-focused firms and wealth management firms joining forces. Registered investment adviser (RIA) ...
Western Australia-based Plan B has now fully acquired Melbourne-based Strategic Financial Management. The company announced to the Australian Securities Exchange (ASX) that it had exercised its call ...
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