If you’ve got a mortgage, it’s certainly bound to be one of your significant financial commitments. Professionals like Vatche Saatdjian, President/CEO of Valley West Mortgage, expect mortgage rates to rise slightly due to inflation, and Fed tightening, and also believe the market will continue to expand this year, although at a slower pace (thanks to… Read more »
Posts Categorized: Financial Services
Jonathan Ainsley Launches “Flourishing Longevity,” Designed to Help Financial Advisors Adapt to the Changing Demands of Retirement Planning in the 21st Century
The preset notions on which retirement planning has been hinged for a long time are no longer viable. Over the last decade, more and more people have lived longer than expected, heralding a revolution in the aging concept and necessitating a change in financial professionals’ approach to retirement planning and other related schemes. Longevity planning… Read more »
New Futures Products – Global Online Broker Tradeview Markets Launches Futures Trading
Tradeview Markets’ Cayman Island-based Broker/Dealer, Tradeview Ltd, (Tradeview) announces the launch of its newly established Futures Division. Tradeview’s new division will facilitate client access to the Global Derivatives market via Tradeview’s DMA Gateway. Connected to the top exchanges around the globe, with trading in standard, mini or micro contracts, Tradeview Markets is providing direct access… Read more »
State National Companies’ NPS Remains Industry Leading at +86
At +86, State National Companies’ Net Promoter Score (NPS) remains at more than twice the insurance industry average and within the category of companies considered “world-class.” The Net Promoter Score is an index used to gauge customers’ overall satisfaction and brand loyalty. The NPS ranges from -100 to 100 and measures the willingness of customers… Read more »
Barron’s Lists Michael Miller, President of Wellesley Asset Management, As One of America’s Top 1,200 Financial Advisors
Wellesley Asset Management, Inc. announced today that President and Chief Investment Officer Michael D. Miller has been named to Barron’s “America’s Top 1,200 Financial Advisors” 2022 list. It is the largest, most comprehensive collection of the annual advisor listings Barron’s publishes. This is the first time Mr. Miller has been ranked on the Barron’s Top… Read more »
