#WealthManagement
UnitedHealth Group was a contrarian stock in 2025. We bought it after the stock dropped over 20%. We're happy with our purchase, and here's why.

schneiderpollock.com/unitedhealth...

#Investing #StockMarket #WealthManagement #UnitedHealthGroup #$UNH #ContrarianInvesting #PortfolioManagement
UnitedHealth Group Is on the Mend – Schneider & Pollock Wealth Management Inc.
schneiderpollock.com
November 1, 2026 at 9:38 PM
Reduce admin work with support for onboarding, forms, scheduling and client follow-ups.

📅 Book a discovery call:
calendly.com/virtualnexge...

#WealthManagement #VirtualAssistant #FinancialAdvisor #RIA
November 2, 2026 at 9:19 PM
Despite missing asset goal, LPL points to silver linings in Commonwealth deal

LPL fell short of its goal of retaining 90% of the assets Commonwealth Financial Network had at the time of its acquisition.

www.financial-planning.com/news/despite...

#FinTech #FinServ #WealthTech #WealthManagement
Despite missing asset goal, LPL points to silver linings in Commonwealth deal
Although acknowledging that they won't hit their goal of retaining 90% of the assets Commonwealth Financial Network had at the time of its acquisition, LPL executives say the deal is living up to its…
www.financial-planning.com
November 1, 2026 at 6:02 PM
📈 Give clients a smoother experience with virtual assistant support for meeting schedules, onboarding documents, CRM updates and client communication, while your advisors focus on advising.

📅 Book a discovery call: calendly.com/virtualnexge...

#VirtualAssistant #WealthManagement #FinancialAdvisor
October 28, 2026 at 7:56 PM
City National private bank plays up RBC tie

The Los Angeles-based subsidiary of the Canadian lender is staffing up and “amplifying” RBC’s brand to grow its private bank business, an executive said.

www.bankingdive.com/news/city-na...

#FinTech #FinServ #Banking #WealthTech #WealthManagement
City National private bank plays up RBC tie
The Los Angeles-based subsidiary of the Canadian lender is staffing up and “amplifying” RBC’s brand to grow its private bank business, an executive said.
www.bankingdive.com
October 31, 2026 at 5:30 PM
2027 Social Security COLA rises 3.6%, but will it keep up with rising costs? Our article explores the impact of inflation, healthcare, and retirement planning. Link in comments.

#SocialSecurity #COLA #RetirementPlanning #WealthManagement
October 27, 2026 at 6:01 PM
Personalwechsel: Dahin zieht es derzeit am meisten Wealth Manager: Der Markt der Vermögensverwalter in der Schweiz befindet sich im Umbruch. Eine exklusive Auswertung zeigt, wer derzeit am meisten von Personalwechseln profitiert. #WealthManagement #unabhängigeVermögensverwalter
Personalwechsel: Dahin zieht es derzeit am meisten Wealth Manager
Der Markt der Vermögensverwalter in der Schweiz befindet sich im Umbruch. Eine exklusive Auswertung zeigt, wer derzeit am meisten von Personalwechseln profitiert.
dlvr.it
October 30, 2026 at 10:00 AM
investing.com
October 26, 2026 at 2:06 PM
Advisors generally acknowledge that marketing can help their businesses grow. Few take the necessary additional steps to learn what can turn a referral into an actual client, but #AI can help.

www.financial-planning.com/news/survey-...

#WealthTech #WealthManagement #FinTech #FinServ
Survey: Firms commit to marketing but aren't tracking the results
In two reports, the PR firm Gregory finds prominent wealth managers sometimes never show up in AI search results and that few firms are doing enough to track whether all the money they spend on…
www.financial-planning.com
October 31, 2026 at 3:30 PM
Renasant eyes trust boost from deal for Tennessee bank

"Their growth in #WealthManagement — particularly in trust — has been a notch or two higher than ours." — Renasant CEO Kevin Chapman

www.americanbanker.com/news/renasan...

#FinTech #FinServ #Banking #WealthTech
Renasant eyes trust boost from deal for Tennessee bank
Renasant CEO Kevin Chapman said the much smaller acquiree has been growing its trust business "a notch or two faster" than his own Tupelo, Mississippi-based company.
www.americanbanker.com
October 29, 2026 at 5:01 PM
Wells Fargo becomes the latest wirehouse to require advisors to produce a bit more to earn the same take-home pay. In its case, it's raising a monthly revenue-production hurdle they must cross to earn a higher payout rate.

www.financial-planning.com/news/wells-f...

#WealthTech #WealthManagement
Wells Fargo raises hurdle for higher advisor payouts for first time in 5 years
Wells Fargo Advisors Head Sol Gindi says advisors on average will have to increase their revenue generation by about 2% annually to make up for the change.
www.financial-planning.com
October 30, 2026 at 3:30 PM
Sometimes, protecting wealth isn't about finding the next big opportunity. It's about catching the mistake hiding inside the opportunity you already have.

#WealthManagement #OldMoney #FinancialWisdom #BillionaireMindset #BusinessStrategy #WealthProtection #QuietLuxury #ExecutiveMindset
October 23, 2026 at 8:02 PM
Timnath Chamber Member: Book a complimentary financial conversation with Kristin Frei | Financial Advisor at Edward Jones to develop personalized strategies for your goals. #FinancialAdvisor #FinancialPlanning #InvestmentStrategies #WealthManagement #TimnathChamber
Timnath Chamber Member
Book a complimentary financial conversation with Kristin Frei | Financial Advisor at Edward Jones to develop personalized strategies for your goals.
timnathchamber.com
October 26, 2026 at 12:03 PM
💷 UK’s Dividend Tax is Fatally Flawed, Budget Could Drag Investors Back to the 1970s📉

dmarketforces.com/uks-dividend...

#UKBudget #DividendTax #Investing #WealthManagement #UKEconomy
UK's Dividend Tax Is Fatally Flawed, Budget Could Drag Investors Back To The 1970s
Next week's Budget could push the UK even closer to the punishing 1970s regime that once taxed investment income at 98%, warns the CEO of
dmarketforces.com
October 26, 2026 at 12:07 PM
When Resilience Meets Restriction: The Macro Forces Reshaping Gold, Rates, and Risk

WiseGold Weekly Pulse | October 23, 2026

wise.gold/en/blog/when...

#WiseGold #MacroMarkets #Gold #PreciousMetals #InterestRates #Inflation #PortfolioResilience #MarketOutlook #WealthManagement #WiseGoldCapital
October 24, 2026 at 11:49 PM