Nicola Wealth Management is proud to have been selected one of the national finalists for the 2014 Private Business Growth Awards, presented by the Canadian Chamber of Commerce and Grant Thornton LLP.


The Mutual Fund Store Retirement Radio Ads. “RETIREMENT SPEECH”

HENRY:Thank you. First, I’d like to thank most of the folks on four, six, seven and twelve. I spent a little time on each of those floors, usually moving up or down after some company acquired the company that acquired us. I honestly don’t even know what company I’m retiring from anymore. But I do know that I’m happy to retire from it. And for that, I thank The Mutual Fund Store. With out them, I would have been stuck in this godforsaken, soul-stealing,mismanaged, corporate torture chamber for who knows how many more years, instead of retiring today. Thank you. I’m out…

ADVISOR: You work hard, and The Mutual Fund Store works hard for you. We listen to you and your plans, then we invest accordingly. Unlike many investment advisors, that’s not the end. In fact, it’s just the beginning. We keep watching your investments and keep listening to you. So let us help start building your retirement today. The Mutual Fund Store.Let’s put your life’s work to work.Get started today by calling your local investment advisors at The Mutual Fund Store. Or find out more by visiting


A short animation that overviews our 12 month MSc Investment & Wealth Management at Imperial College Business School. To find out more please visit:


On January 9, the Initiative on Business and Public Policy at Brookings hosted an event addressing how to regulate asset managers to maximize economic growth without endangering financial stability, with experts from a variety of backgrounds sharing their perspectives.


Follow Brookings on social media!


What’s the difference between Asset Management and Investment Banking? This short video will help you learn about Investment Management.


Visit Nahum Daniels at:

Nahum helps retirees work towards protecting and growing their assets to foster their independence and sustain their quality of life through retirement planning.

To this task he brings expertise, experience and empathy. His goal: to provide you with the perspective, knowledge and services you need to perpetuate and enhance your financial well-being.

Always mindful of his professional responsibility to put clients’ interests first, Nahum devotes his financial expertise to tailoring custom portfolios for the individuals, couples and families he serves.

In a high-risk financial world rife with misinformation, half-truths and unaffordable complacency, Nahum’s mission is to instill in today’s retirees the informed resolve they need to take the right steps toward a confident financial future.

As a wealth advisor to a generation facing unprecedented challenges, Nahum Daniels seeks to transmit the practical knowledge today’s retirees need to pursue a more confident financial future.Independent and experienced, Nahum has traveled the world and offers a global perspective.

Serving mature investors for over twenty-five years, he is most effective working with people who are lifelong learners capable of thinking independently and acting decisively.

If you are open to new ideas that may benefit you and your family, he invites you to take the next step.

Nahum’s office is located in Stamford, CT – Near Greenwich, Darien, Norwalk, Westport, New Canaan, Wilton, Weston, Fairfield and New Haven.

This video was produced by It’s Relevant, LLC.


Align My Wealth, located in Oklahoma City, offer valuable investing information. Investment Management – Financial Management

At Align Wealth Management located in Oklahoma City and Tampa Bay, our only business is the delivery of objective fiduciary advice resulting in simple & elegant wealth management solutions. Our clients consist of a discerning group of individuals, families, and small business owners. We believe in straight talk, good old-fashioned common sense, hard work, and complete transparency. Our team is composed of a unique blend of highly credentialed professionals with decades of wealth management experience. And, what we hope we have gained from our long experience is the wisdom to offer advice that works for you.

For more information visit

Align Wealth Management
13921 Quail Pointe Dr Oklahoma City, OK 73134
Phone: (405) 607-4820


Patrick Lynch III has been a financial planner in San Antonio since 1981. He is a nationally recognized leader and innovator in the financial services industry, and received the “Financial Planner of the Year” award in 2004. As an educator in the financial planning industry, Pat has conducted seminars for the general public, private corporations, and professional organizations such as the Texas Society of CPAs.

Pat’s practice is geared towards the transition from wealth accumulation to wealth distribution which is a major focus among retirees. His 30 plus years of experience, knowledge, and understanding of the financial planning industry have been invaluable to retirees as they transition to the next phase of their life.

Pat received his Bachelor’s degree from Thomas More College and his Master’s degree from Trinity University. He is a member of the Financial Planning Association and has been an active volunteer for the Big Brothers and Big Sisters of San Antonio since 2001. He enjoys playing competitive racquetball and cycling in his spare time, and is the proud father of two children – Lauren and P.J, who both graduated from The University of Texas at San Antonio.


Lowering product costs and gaining access to exclusive investment managers are just part of the reason why Nicola Wealth Management created its own series of investment pools.

We have used these pools to enhance our diverse asset allocation and desire to reach beyond standard retail investments, providing our clients with unique iunvestment opportunities.


For more on wealth creation, visit:
To download the ebook, visit:

A deep dive into the most efficient, effective and safest means of creating sustainable wealth for the modern Australian. Please consult a qualified financial adviser as to the appropriateness of these strategies for you, before implementing.