Raymond Fazzi

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More Young Adults To Seek Out Financial Advisors Post-Pandemic

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Millennials, Gen Xers and Gen Zers are taking their finances more seriously in the wake of the epidemic, a survey says.

States With The Heaviest Tax Burden

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Residents of these states see the most of their personal income go toward state and local taxes, WalletHub says.

States With The Fewest Coronavirus Restrictions

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Some states haven't felt the need to impose significant Covid-19 restrictions on the public.

Feds Indict Indiana Man Who Allegedly Defrauded Amish Investors

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The victims of the scam were novice investors and some lost their life savings, authorities said.

Crisis Causing More Young Adults To Seek Out Financial Advisors

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Millennials, Gen Xers and Gen Zers are taking their finances more seriously in the wake of the epidemic, a survey says.

The 10 Safest States In The U.S.

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When personal safety becomes the focus, these states have been best at dealing with threats to the public.

CFP Board Approves Video Conferencing For Disciplinary Hearings

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The board said the change was necessitated by social distancing and other Covid-19 prevention measures.

Wealth Preservation Top Focus Of Advisors Serving HNW Clients

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Advisors serving clients with $5 million or more were focused on preservation even before the pandemic, a report says.

Pa. Advisor Firm Unlawfully Profited From Fund Fees, SEC Says

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Ambassador Advisors was sued by the SEC for allegedly reaping thousands in unnecessary 12b-1 fees from clients.

Top 10 Best States For Working Moms

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The Covid-19 pandemic has made life harder for working mothers, but some states stand out in the support they provide, WalletHub says.

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