Monthly Archives: July 2017

Berkowitz Pollack Brant’s Affiliate Provenance Wealth Advisors Recognized for Assets Under Advisement

Posted July 31, 2017

$1.95 billion in assets under advisement ranks in Top 20; only Florida firm recognized FT. LAUDERDALE, FL, July 31, 2017 – Provenance Wealth Advisors, an affiliate of Berkowitz Pollack Brant Advisors and Accountants, has been recognized on Accounting Today’s annual CPA Wealth Advisor’s Wealth Magnets list. The Wealth Magnets list ranks investment advisory firms […]

Department of Labor Rolls out Fiduciary Rules to Protect Retirement Savers by Eric P. Zeitlin

Posted July 20, 2017

After much delay, the Department of Labor fiduciary rule finally went into effect on June 9, 2017, providing consumers with enhanced protections when receiving retirement saving advice from financial advisors and investment brokers who manage consumers’ 401(k)s, IRAs, pension plans and other retirement assets. The Fiduciary Duty Rule, which will continue to roll out […]

How to Protect Children’s Inheritances when Walking Down the Aisle a Second Time by Kathleen Marteney, CRPC

Posted July 11, 2017

It is not uncommon for an individual to find love again and remarry after a divorce or the death of a former spouse. However, people entering a second, third or even fourth marriage typically bring to these unions a unique set of emotional and financial baggage, including children from a prior marriage and pre-marital assets, […]

What does the Federal Interest Rate Hike Mean to your Wallet? by Scott Montgomery, CLU, ChFC

Posted July 7, 2017

In June of 2017, the Federal Reserve announced it will continue on its slow and steady path of interest rate hikes with another 0.25 percent increase in the federal funds rate to a range of 1 percent to 1.25 percent. The central bank’s move, its fourth raise since 2008, represents its confidence in a strengthening […]

Archives

Monthly Archives: July 2017

Berkowitz Pollack Brant’s Affiliate Provenance Wealth Advisors Recognized for Assets Under Advisement

Department of Labor Rolls out Fiduciary Rules to Protect Retirement Savers by Eric P. Zeitlin

How to Protect Children’s Inheritances when Walking Down the Aisle a Second Time by Kathleen Marteney, CRPC

What does the Federal Interest Rate Hike Mean to your Wallet? by Scott Montgomery, CLU, ChFC

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Archives

Monthly Archives: July 2017

Berkowitz Pollack Brant’s Affiliate Provenance Wealth Advisors Recognized for Assets Under Advisement

Department of Labor Rolls out Fiduciary Rules to Protect Retirement Savers by Eric P. Zeitlin

How to Protect Children’s Inheritances when Walking Down the Aisle a Second Time by Kathleen Marteney, CRPC

What does the Federal Interest Rate Hike Mean to your Wallet? by Scott Montgomery, CLU, ChFC

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Disclaimer

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