Financial services
Realty ONE Group Right Choice has announced an expansion of its real estate services in McAllen and the greater Rio Grande Valley, including the addition of energy consulting and community marketing initiatives. This move aims to provide clients with not only support in buying, selling, and investing in residential properties
Financial services
U.S. lawmakers, led by Rep. Maxine Waters and Sens. Elizabeth Warren and Andy Kim, have raised concerns about the Treasury Department's decision to delay and potentially weaken anti-money laundering rules for the multi-trillion dollar investment adviser sector. The lawmakers argue that the delay leaves American national security
Financial services
The Certified Financial Planner Board of Standards has issued a six-point agenda for public policy initiatives aimed at strengthening the financial planning profession, expanding access to competent and ethical financial advice, and protecting the public. The priorities are designed to help more families plan for a secure financial future. With
Financial services
Deciding how much to donate to charity can be a challenge, especially during the holiday season. It's essential to consider one's overall financial picture before making a decision. "Some clients are very charitably-inclined and others not so much," says John Jones, a certified financial
Financial services
SGX Group has welcomed China Securities (International) Brokerage Company Limited as a derivatives trading member, marking a significant expansion of the company's global business. China Securities (International) is a wholly owned subsidiary of China Securities (International) Finance Holding Company Limited, a Hong Kong-based investment bank. The company offers
Financial services
The sudden collapse of iPro Realty, one of Ontario's largest real estate brokerages, has left behind a trail of debts and missing trust funds. According to documents filed by the Real Estate Council of Ontario, iPro's debts totalled more than $27 million, with $7 million still
Financial services
Worley Monroe Advisors, a new financial services firm, has joined LPL Financial's broker-dealer and Registered Investment Advisor (RIA) platform. The team, led by advisors Benjamin Worley and Robert Monroe, brings approximately $400 million in advisory, brokerage, and retirement plan assets to LPL. With 36 years of combined experience,
Financial services
In contrast to the traditional views of financial planning, which often focus on numbers and complex graphs, the approach has changed significantly in 2025. Rather than solely focusing on financial decisions, planners now consider goals, values, and personal experiences when creating a financial plan. This approach allows individuals to prioritize
Financial services
The Public Utility Commission of Texas has established regulations for electricity brokers, mandating that any person providing brokerage services for compensation or other consideration register as a broker with the commission. This registration applies to individuals and firms that offer advice or procurement services to retail electric customers, helping them
Financial services
Mutual of America Financial Group, a leading provider of retirement products and services, has introduced the MoA Managed IRA, a fully managed investment service that offers a new level of customization and flexibility to individuals saving for retirement. This service is made possible through a strategic collaboration with Morningstar Retirement,
Financial services
Jason Tiede, a seasoned finance executive with over two decades of experience, has joined MissionOG as a Managing Partner. Tiede, who most recently spearheaded strategic investments and partnerships at J.P. Morgan, will be a General Partner for the firm's upcoming Fund IV. Tiede's expertise in
Financial services
Worley Monroe Advisors, a team of experienced financial advisors with 36 years of experience, has joined LPL Financial's broker-dealer and Registered Investment Advisor (RIA) platform. Led by advisors Benjamin Worley, AAMS(R), and Robert Monroe, CFP(R), the team serves approximately $400 million in advisory, brokerage, and retirement
