Global Financial Distributors is pleased to announce that Synovus Bank ranks in the Top 5 for Best U.S. Banks. Bank Director, the leading information resource for directors and officers of financial institutions nationwide, recently released its 2023 RankingBanking study, which ranks the 300 largest publicly traded banks in the United States based on profitability, total…
Continue Synovus ranks Top 5 in 2023 RankingBanking study of Best U.S. Banks
Category: Uncategorized
Is it time to update your estate plan?
Getting older bring with it a series of experiences, decisions and responsibilities. Chief among them is the protection – both physical and financial – of your family
Continue
How to maintain clients that span the generations
The inheritors of wealth frequently don’t acknowledge or realize the key role advisors often play in helping their parents grow their savings.
Continue
Will retirees be in better shape with Social Security checks rising?
There’s some question as to whether the increase will make a notable difference in individuals’ budget considerations.
Continue
How high-net-worth individuals are doing a decade after the recession
For the most part, high net worth individuals are doing better today than they were during boom times.
Continue
Are business owners properly prepared for retirement?
If small-business owners change their minds and decide to retire, will they even be able to?
Continue
4 facts you may not know this Life Insurance Awareness Month
September is National Life Insurance Awareness Month, and of all the forms of insurance available life insurance just might be the most important.
Continue
Do you have enough life insurance? 5 ways to assure you’re covered
It’s not a matter of if you or your employees needs life insurance – it’s about how much is enough. Here are some tips to help you discover the correct amount.
Continue
What makes a client ‘high net worth’?
Understanding the definition of high net worth clientele is important because these individuals are the primary users of wealth management products.
Continue
Millennials outdoing their parents in retirement planning
At 51 percent, a slight majority of 18- to 35-year-olds say they’ve developed specific retirement planning goals, according to a recent analysis conducted by J.D. Power and Associates.
Continue