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| Financial Planners Offer Buffer Against Stress-Related Health Issues, First ... MarketWatch (press release) Furthermore, working with a financial planner seems to circumvent feelings of financial vulnerability when stress-related health issues are present. Among military families experiencing health issues, survey respondents who use a financial planner feel ... See all stories on this topic » | ||
| Two Questions No One Ever Asks Their Financial Advisor But Needs To Forbes I'd love to have a reality TV style interview process when hiring financial planners for our financial education firm. Granted, we have a rigorous interview process—some have called it grueling—since we try to put the candidates in true-to-life ... See all stories on this topic » | ||
| Making Cents: Busting myths of financial service firm independence Taunton Daily Gazette Many financial firms tout themselves as financial planners when in reality they are product salesman using a consultative selling process that mimics comprehensive financial planning. This does not mean that all commission-based financial firms mask ... See all stories on this topic » | ||
| Financial planners positioned to engage life insurance customers Money Management Despite the rise of direct channels, financial planners are better poised to engage customers with life insurance, according to industry executives. Rice Warner's direct life insurance report for 2011 said direct life insurance sales were up 11.3 per ... See all stories on this topic » | ||
| Doctors, Conflict-of-Interest Rules and 'Motivational Bias' Wall Street Journal (blog) Doctors think tight strictures to prevent conflict of interest make sense for the financial-planning industry, but not their own profession, a survey finds. See all stories on this topic » | ||
| Planners, you're safe as the Bank of Scotland Money Management If Australia's financial planners think they're doing it tough, they should spare a thought for their counterparts in Ol' Blighty. The Royal Bank of Scotland – which is 82 per cent owned by UK taxpayers thanks to a huge bailout during the global ... See all stories on this topic » | ||
| Financial adviser survey counters FSC on churn Money Management Elements of the Financial Services Council (FSC's) anti-churn approach appear to have run into strong opposition from financial advisers, with a new survey revealing a significant majority of planners do not agree with the proposed approach. The survey ... See all stories on this topic » | ||
| Do financial advisers have an image problem? Wealth Professional Another month, another survey of the nation's least and most trusted professions… and another poor showing from financial planners. But where did the financial advice profession place compared to accountants, builders, truck drivers and sex workers? See all stories on this topic » | ||
| NetWorth: Financial tips for newlyweds, soon-to-weds ScrippsNews NetWorth: Financial tips for newlyweds, soon-to-weds. KATHLEEN PENDER San Francisco Chronicle 06-27-12. As part of his full-service approach to wedding planning, Sanford Marshall says he refers clients to florists, photographers and financial planners. See all stories on this topic » | ||
| DomaCom follows up with planning software InvestorDaily A little over a month after launching a new internet-based property investment vehicle, DomaCom has now made a financial planning software application available to advisers free of charge. The DomaCom Guided Planning System (GPS) was acquired from ... See all stories on this topic » | ||
| Business Briefs: Sworney wins achievement award Newnan Times-Herald Joel Sworney, long-term care planning specialist with the Genworth Financial Mid-South agency, was recognized by the American Association for Long-Term Care Insurance with the 2012 Achievement Award. Sworney was recognized as the third leading ... See all stories on this topic » | ||
| Why Twitter is vital to bringin in new financial advice clients Wealth Professional Financial advisers are far too sceptical of the power that social media behemoth Twitter can wield when it comes to attracting new clients, claims a top PR executive. Read on to discover why it's a phenomenon that can't be avoided if your practice is ... See all stories on this topic » | ||
| McMurdo joins Fitzpatricks Private Wealth InvestorDaily He said he had been looking across the entire financial planning and wealth management sector in Australia for elements and capabilities necessary to deliver to the high net worth market. "I thought we might find various elements of different firms and ... See all stories on this topic » | ||
| End game – a post-election FOFA? Money Management So the question for financial planners and others working in the financial services industry is not so much how the FOFA Acts and the consequent regulation will look between now and the end of the current financial year, but how they will look after a ... See all stories on this topic » | ||
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| Receivers sell Moneywise WM client book InvestorDaily On 12 January, Ferrier Hodgson representatives Brendan Richards and Morgan Kelly were appointed to the Wollongong-based financial planning group after it defaulted on its banking facilities with National Australia Bank, a Ferrier Hodgson spokesperson ... See all stories on this topic » | ||
| For Rs500 a year, an online financial advisory Daily News & Analysis However, some planners said an automated site cannot replace the human touch provided by financial advisors. "What MyUniverse is offering is basically data storage. It helps capture details of the users. You cannot offer advisory service for just Rs500 ... See all stories on this topic » | ||
| Shenzhen's 'mini-Hong Kong' to test China's financial ambitions Reuters Through close cooperation with Hong Kong, Qianhai would forge an "innovative financial reform programme", Zhang Jianmin, an official with China's top economic planning agency, the National Development and Reform Commission, said this month. See all stories on this topic » | ||
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| Talking money with your partner WJXT Jacksonville There are no certifications to become a financial therapist, so it's important to do your homework. "The term financial therapist is not a clearly defined term. It is an emerging field. So what we have is a collaboration of financial planners ... See all stories on this topic » |
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| Other people's conflict of interest standards | Conflict of Interest Blog By Jkaplan However, when "financial planners" was replaced by "doctors," and "investment companies" by "pharmaceutical companies," the doctors started to raise objections — that the supposed conflicts were hypothetical, for example, and that no one's ... Conflict of Interest Blog | ||
| Portland News | Hall Monitor | Portland News The letter, written by a campaign volunteer, expressed Hales' support for reopening the old North Precinct in St. Johns, a building the city's financial planners would love to unload for cash. But somehow, as published, it included unattributed passages from a 2009 Oregonian ... Loku News |
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| Weekend Reading for Financial Planners (June 16-17) - kitces.com ... Weekend Reading for Financial Planners (June 16-17). Enjoy the current installment of "weekend reading for financial planners" - this week's edition starts off ... www.kitces.com/.../345-Weekend-Reading-for-Financial-Plan... | ||
| Social Security Has Tool Specifically For Financial Planners Financial advisors have an online resource they can turn to for answers to ... Social Security Administration maintains www.socialsecurity.gov/ financialplanners, ... riacentral.com/.../social-security-tool-specifically-financial-pla... | ||
| How To Become A Financial Planner and get Certificate As a student or professional, everyone wants to know how to become a financial planner. It is imperative to clear the certified financial planner exam which ... www.allvoices.com/.../12478819-how-to-become-a-financial-... | ||
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| How do financial planners Connecticut function? Unlike stock brokers who focus on investments and life insurance intermediary who focus on advising on the risks products, financial planners in Connecticut. www.chenxiaofeng.com/.../how-do-financial-planners-connect... |
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