Articles

Insights from financial experts so you can stay informed.

- August 28, 2024

Understanding Compensation in the Financial Services Industry: A Comprehensive Guide

The financial services industry is often perceived as a world of high stakes, significant rewards, and substantial compensation packages. However, the reality of how

- August 28, 2024

Get to Know 49 Financial

Who We Are We are solution-oriented and focused on impact. Clients need an integrated-care approach to their finances– a team that leverages experts and

- June 13, 2024

The Importance of Having a Will and Power of Attorney: Clarity is Kindness

There are certain events in life that can trigger much larger conversations—getting married, buying a house, etc. These milestones often stir us to reflect

- June 4, 2024

Financial Advisor Shortage: How to Attract Top Young Talent

What is one of the major issues in the financial services industry right now? As older advisors are retiring, there is a substantial need

- May 30, 2024

Financial Planning: Process over Product

The financial planning industry has come a long way. The conventional model, rooted in recommending specific financial products, often left clients feeling skeptical and

- May 28, 2024

Exciting News: 49 Financial Enhances Investment Services!

We’re thrilled to share that 49 Financial has updated our investment team to more seamlessly integrate additional expertise into our planning process. After an