Archives January 2022

How to Buy Your First Home

Buying a home is one of the biggest financial moves most people make. But it’s even bigger if you’re looking to buy your first home. After all, it’s a completely new experience.

If that describes you, don’t panic! Knowing how to buy your first home is just a matter of understanding all the steps and …

Weekend Reading for Financial Planners (Jan 29-30)

Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with the news that the SEC is considering updating several of its regulations regarding cybersecurity to address modern threats and vulnerabilities, which for SEC-registered investment advisors, could lead to increased preparedness and reporting requirements (though it remains to be …

#FA Success Ep 265: Connecting With Ultra-HNW Next Generation Heirs By Fostering Real Family Trust And Communication, With Amy Castoro

Welcome back to the 265th episode of the Financial Advisor Success Podcast!

My guest on today’s podcast is Amy Castoro. Amy is the president and CEO of The Williams Group, a coaching and consulting firm based out of San Clemente, California, that helps financial advisors engage with more than 800 high-net-worth families to develop …

Weekend Reading for Financial Planners (Jan 22-23)

Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with the news that subscription-based advisory firm Facet Wealth has raised $100 million from venture capital firms in a Series C funding round. At a time when private equity firms are buying up AUM-based RIAs for their current income …

Quicken Loans Review

Quicken Loans (Rocket Mortgage) Review: Easy Home Loans from a Top-Rated Online Lender

Key takeaways:

  • Founded in 1985, Quicken Loans was one of the earliest companies to break into the online mortgage space.
  • While the name Quicken Loans is still used in some promotional materials, the company announced it was changing its name to Rocket