Is Financial Advisors in compliance with the SEC’s new Reg BI rule? The SEC’s Regulation Best Interest (“Reg BI”) is a new rule focused on ensuring that financial advisors act in their clients’ best interest The rule requires financial...
If you’re not familiar with the term “fiduciary,” you’re not alone. A fiduciary is a person or organization that has been legally entrusted to act in the best interest of another person or organization. The term “fiduciary” comes...
Whether you’re a government employee who is nearing retirement or you’re still several years away, it’s never too early to start thinking about and planning for retirement. There are some key things that government employees need to keep in mind when...
Some characteristics help good financial advisors stand out from the rest. These traits make financial advisors different from others and ensure their clients get the best services. So, if you are looking for financial advisors in Florida, there are a few things that...
Financial planning plays a vital role in helping people determine if they will be able to meet their outlines and goals in their path to financial success. Many people today live complex financial lives and they often struggle to plan for their financial future. If...
Press Release Miami, FL, March 21-23, 2022: Manna Wealth Management’s Managing Director of Private Wealth Management David D. Kassir was selected to attend the Barron’s Top Advisor Independent Summit. The Barron’s Advisor Independent Summit is a gathering of...
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