This page provides the latest feature content on Nevada Financial Management Industry from Nevada Business Magazine, plus additional resources.
Latest Nevada Financial Management Industry Feature
Wealth Management: Setting and Obtaining Financial Goals
By Doresa Banning
Originally published: https://www.nevadabusiness.com/2018/05/wealth-management-setting-and-obtaining-financial-goals/
Short and long-term financial goals for CEOs, other executives and business owners might include buying a home, putting their children through college, retiring at a certain age or leaving a legacy, perhaps their business, to their heirs. It’s important for high net worth people to determine now what they’d like to achieve, develop a plan to reach their goals, write it down and then follow it strictly, experts said. [Read the full story.]
Recent Nevada Financial Management Industry Features
Financial Services: The Business of Smarter Lending
Meet Katie Coombs, owner of Financial Advisor, LLC [Read More]
Financial Services: The Business of Smarter Lending
If money makes the world go round then, well, the world is rotating a bit more creakily than it used to. Financing for the Nevada business community, or any business community in the U.S., still isn’t what it was before the economy took a turn for the worse. [Read More]
Financial Services: The Business of Smarter Lending
Starting a business takes a large amount of planning. But after the business plan is completed, retail or office space is rented and employees are hired, many entrepreneurs have neglected one crucial question: When the time comes, how will they exit their business? [Read More]
Nevada Financial Management Industry Resources
Nevada Financial Institutions Division: Mission to maintain a financial institutions system for the citizens of Nevada that is safe and sound, protects consumers and defends the overall public interest, and promotes economic development through the efficient, effective and equitable licensing, examination and supervision of depository, fiduciary, and non-depository financial institutions.
Association of International Wealth Management: A non-profit association established to encourage, promote and strengthen global education in the private banking industry and to set a globally recognised standard for the qualification of private banking professionals.
National Association of Active Investment Managers: A non-profit association of registered investment advisors who provide active money management services to their clients.
Investments & Wealth Institute: A professional association, advanced education provider, and standards body for financial advisors, investment consultants, and wealth managers who embrace excellence and ethics.
