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The Financial Advisor Nurturing the Next Generation of Young Black Professionals

Martin A. Smith runs a robo-advisor with a goal of supporting HBCUs.

United statesEast palo altoDistrict of columbiaCapitol hillEleanor holmes nortonMarion barry jrMaya angelouTom skinnerJesse jacksonMartina smithWealthcare financial group in peachtree cityHoward universityWealthcare financial groupPeachtree cityJim crowHis way

Effectiveness of lead-generation services in wealth management questioned

Effectiveness of lead-generation services in wealth management questioned
financial-planning.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from financial-planning.com Daily Mail and Mail on Sunday newspapers.

United statesPeachtree cityJason friedmanMichael carvinJeremiah desmaraisJon ekoniakMartin smithMichael collinsWealthcare financial groupFor martin smithCap financialBordeaux wealth advisorsMenlo parkBordeaux wealth partners

Chasing retirement plan prospects with minority business owner connection

Martin Smith's niche involves capturing retirement plan business from companies with a minority business enterprise certification.

New yorkUnited statesMartin smithWealthcare financial group in peachtree cityMinority business enterpriseWealthcare financial groupPeachtree city

Advisors roll with the Fed s well-telegraphed monetary policy move

Advisors will continue looking to September for the Fed's next swipe at inflation after Wednesday's well-telegraphed quarter-point hike.

Chuck faillaRobertson stephensPaul schatzMartin smithVance barseJeanette garrettyAlan greenspanJay powellWealthcare financial groupFederal reserveSovereign financial groupSovereign financialHeritage capitalFed chairman jay powellDedicated fiduciaryWall street

Stock rally, high rates have advisors rethinking covered call strategies

With stocks back in bull market territory, advisors might be rethinking their exposure to covered call strategies.

Noah hammanAmy hubblePaul schatzMartin smithScott bishopWealthcare financial groupPresidio wealthEquity premium incomeGlobalx russellHeritage capitalAdvisorshares star global buy write

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