Are Advisers Steering Wealthy Clients Away From 529 Plans?

(As Featured in "Financial Planning")

by TOBIAS SALINGER

High-net-worth and ultrahigh-net-worth advisers are overlooking a valuable savings tool for their clients, one investment research firm says. 

Only 16% of wealthy investors have opened 529 plans for their children’s college expenses, according to a study by investment research firm Spectrem Group... Read More

First Foundation to Participate in Raymond James 38th Annual Institutional Investors Conference

IRVINE, Calif.--(BUSINESS WIRE)--First Foundation Inc. (NASDAQ: FFWM), a financial services company with two wholly-owned operating subsidiaries, First Foundation Advisors and First Foundation Bank, announced that CEO, Scott F. Kavanaugh, is scheduled to speak at the Raymond James 38th Annual Institutional Investors Conference in Orlando, FL, at the JW Marriott Orlando Grande Lakes.

Mr. Kavanaugh will present at 8:05 a.m. ET on Monday, March 6, 2017 and will meet with institutional investors during the conference.

First Foundation Announces Launch of At-The-Market Equity Offering

IRVINE, Calif.--(BUSINESS WIRE)--First Foundation Inc. (NASDAQ: FFWM), a financial services company with two wholly-owned operating subsidiaries, First Foundation Advisors and First Foundation Bank, today announced the initiation of an up to $80 million “at-the-market” equity offering program through the filing of a prospectus supplement to its existing shelf registration statement on Form S-3, which was filed on December 6, 2016. An equity distribution agreement was executed today for the $80 million “at-the-market” equity offering program.

$60,000 Grant Will Benefit Ocean Education in Newport Beach

(As Featured in the "Daily Pilot")

A $60,000 grant from Irvine-based First Foundation Inc. will be given to the Discovery Science Foundation to help fund the Discovery Cube's Ocean Quest in Newport Beach for ocean-science education... Read More

First Foundation Announces 2016 Financial Results

IRVINE, Calif.--(BUSINESS WIRE)--First Foundation Inc. (NASDAQ: FFWM), a financial services company with two wholly-owned operating subsidiaries, First Foundation Advisors (“FFA”) and First Foundation Bank (“FFB”), announced today its financial results for the quarter and year ended December 31, 2016.

First Foundation Advisors Appoint Daniel Fan as Director of Wealth Planning

IRVINE, Calif.--(BUSINESS WIRE)--First Foundation Inc. (NASDAQ: FFWM), a financial services company with two wholly-owned operating subsidiaries, First Foundation Advisors and First Foundation Bank, announced today they have appointed Daniel Fan as Director of Wealth Planning. In his new role, Fan will oversee the firm’s Wealth Planning department and advise clients on sophisticated wealth strategies. He will work closely with First Foundation’s financial advisors to optimize existing clients’ wealth plans and develop new relationships by helping clients achieve their financial goals.

First Foundation Bank Appoints Nathan Holt as Assistant Vice President, Branch Manager of Las Vegas Location

IRVINE, Calif.--(BUSINESS WIRE)--First Foundation Inc. (NASDAQ: FFWM), a financial services company with two wholly-owned operating subsidiaries, First Foundation Advisors and First Foundation Bank, announced today they have hired Nathan Holt as Assistant Vice President, Branch Manager at the bank’s Las Vegas location.

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First Foundation Announces Two-for-One Stock Split

IRVINE, Calif.--(BUSINESS WIRE)--First Foundation Inc. (NASDAQ: FFWM), a financial services company with two wholly-owned operating subsidiaries, First Foundation Advisors and First Foundation Bank, today announced that its Board of Directors has declared a two-for-one stock split to be effected in the form of a stock dividend on its common stock. Stockholders of record as of the close of business on January 4, 2017 will be entitled to receive one additional share of First Foundation common stock for each share of common stock held.