Archive for Regency News

Is your financial advisor bound by law to represent your best interests? Not knowing could cost you.

Friday, February 5th, 2016

Ramsey, NJ (Jan. 20, 2016)

When dealing with financial advisors, consumers are frequently under-informed about the type of advice they may get. Typically, Advisors fall into two different roles: Brokers who receive a commission for products sold to their clients, and Investment Advisors who receive a fee for their services. The distinction could impact far more than the initial cost.

Investment Advisors who are compensated via fee are held to a fiduciary standard and are required by law to act in the overall best interest of their clients. Brokers are typically paid by commission and are held to a different standard, requiring only that the products they recommend be suitable.

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Five Star Ratings for Regency Wealth Management

Thursday, February 4th, 2016

Ramsey, NJ (February 5th, 2016)

Two of Regency Wealth Management’s top performing financial advisors recently received the prestigious Five Star Award in recognition of the quality service they provide to their clients.

Mr. Timothy Parker and Mr. Andrew Aran were recognized for their distinguished level of professional credentials and client retention rates, customer satisfaction levels, number of clients served and years of experience as financial advisors.
The Five Star Award is given annually by  Five Star Professional.  Five Star Professional offers consumers in the United States and Canada valuable insight into the qualifications and reliability of professionals who provide wealth management services in the United States and Canada. (more…)

Andrew Aran was quoted in The Street

Wednesday, January 27th, 2016

Investors Have Nerves Fried From 2015: This Year Isn’t Helping Much

While the market had its moments in 2015, overall it was relatively stable. But that has done little to calm nerves among the American public when it comes to investing. The volatility that reared its ugly head last year, continuing into this one, has deflated investor confidence.

Click here to read the article

Overcoming Clients’ Reluctance to Apply for a New Loan

Tuesday, December 15th, 2015

Andy Aran was featured in a Wall Street Journal article.

Sometimes the value of an adviser is in giving individuals the confidence to take the next financial step

A retired husband and wife in their 60s were concerned about cash flow. Saddled with a mortgage at a high interest rate of over 6%, they were seeing the majority of their monthly budget going toward repaying the loan.  Click here to read the article.

Giving Tuesday May Be Over, But the Impact Continues

Wednesday, December 9th, 2015

Ridgewood, NJ – December 3, 2015

Many people desire to be more generous, but lack the financial planning tools necessary to maximize their giving. The Giving Tuesday brunch sponsored by Regency Wealth Management and Young Life of Ridgewood provided an outline of strategies that families and individuals can use to optimize their charitable efforts. (more…)