Thursday, October 28, 2021

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Tag: Financial Planning

AFFORDABLE ADVICE: Shaun Jones intends to cater personally to clients without expensive or hidden fees with his new venture Jones Fiduciary Wealth Management. / PBN PHOTO/MICHAEL SALERNO

Jones launches financial advisory firm with single-fee business model

Shaun Jones learned the value of money and how best to acquire it when his parents cut him off at the age of 13....

Lax and Company Announces New Hire

Martha Clancy has been named as the Client Relations Assistant for Lax & Company. Clancy will be the first point of contact for client...
PBN PHOTO/MIKE SKORSKI

KRISTIN ANASTASIADES, 37

40 Under Forty 2019 winner: KRISTIN ANASTASIADES | 37 VICE PRESIDENT OF MARKETING AND STRATEGY, LAX & CO. What is the best advice you have ever received?...

Fidelity aims for financial and physical well-being

Healthiest Employees: 5,000+ Employees | #3. Fidelity Investments CEO (or equivalent): Abigail P. Johnson, CEO and chairman Number of employees: 37,000 Fidelity Investments wants its clients...

Fiscally sound

When does your company put together its fiscal year budgets? Spring: 40% Fall: 40% Winter: 20% Summer: 0% Is the budget an aspirational guide to operations or a strict...

Devin Rainone Joins SKWealth Management, LLC

SKWealth is pleased to announce the hiring of Devin M. Rainone, as a Paraplanner in the firm. Devin has over three years of experience...
EASY ACCESS: Ryan Alan Lax, owner of Warwick-based financial-planning and life insurance firm Lax & Co., offers his clients ease of access via a phone application through Lion Street, a nationwide partnership group based in Texas. / PBN PHOTO/MICHAEL SALERNO

Team approach to financial planning

People want to access all facets of life on their phones. That’s according to Ryan Alan Lax, owner of Lax & Co., who says his...

Nationwide Financial Welcomes Financial Planner Colin Murray

Colin Murray, of Edgewood, has joined Nationwide Financial as an exclusive financial agent in Rhode Island. He was previously a Vice President with Santander...

Lax & Co. Announces Hire of Kristin Anastasiades as Director of...

Warwick, RI, July, 2017 – Lax & Co. recently announced the appointment of Kristin Anastasiades to the role of Director of New Business &...

Robert L. DiColo Managing Director–Wealth Management UBS Financial Services Inc. recognized...

Robert L. DiColo Managing Director–Wealth Management, DiColo Faulkner Wealth Management UBS Financial Services Inc. Providence, RI Proud to be recognized as a “Barron’s Top 1,200...

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