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Planning Guides

FEMA.gov
Planning Considerations. Comprehensive Guides. Houses of Worship & Schools. Pre-Disaster Recovery. Other Resources.
2 weeks ago

App’s Wealth 360 Launch, Bringing Users Comprehensive Financial Management Based on AI and Open Banking

Business Wire
Planto, a leading digital banking solution provider headquartered in Hong Kong, has partnered with Citibank HK to launch Wealth 360 within...
4 days ago

AI is coming for wealth management

Financial Times
was $468 now $279 for your first year, equivalent to $23.25 per month. Make up your own mind. Build robust opinions with the FT's trusted journalism.
2 days ago

Greatest Wealth Transfer in History Will Create Brand Challenges for Wealth Managers

WealthManagement.com
Gen X, millennials and Gen Z are set to inherit $84 trillion—they have different priorities that aren't reflected in wealth management...
3 days ago

Timothy Longo | Coastline Wealth Management

Long Island Business News
Timothy Longo recently joined Coastline Wealth Management in Port Jefferson as a Senior Financial Advisor. He was highlighted in AdvisorHub...
3 days ago

Financial Management Quality Service Management Office (FM QSMO)

Treasury Financial Experience (.gov)
What is the FM QSMO?The FM QSMO is a Treasury initiative that offers a marketplace of systems and services that drives innovation, compliance with federal...
3 months ago

ODNI told to redo financial management contract

Washington Technology
The Government Accountability Office looked at Guidehouse's protest against the award and found inconsistencies in how proposals were...
1 week ago

DR. BRIAN T. KEHL

Space Force (.mil)
Dr. Brian Kehl, a member of the Senior Executive Service, is the Deputy to the Commanding General - Support (DCG-S), Headquarters Space Operations Command...
3 weeks ago

Live updates at wealth management's first AI conference

Financial Planning
This week, members of Financial Planning's editorial staff are on site at ADVISE AI — the first conference devoted entirely to AI in wealth...
3 days ago

Broker for the Wealthy, Charles Monat, Is Said to Consider Sale of the Business

WealthManagement.com
Charles Monat is working with a financial advisor on a potential disposal that could value it at $400 million to $500 million.
3 days ago