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| Financial Planners Offer Buffer Against Stress-Related Health Issues, First ... EON: Enhanced Online News (press release) First Command reports that working with a financial planner offers a meaningful buffer against many health issues linked to financial stress. See all stories on this topic » | ||
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| New Financial Planning Software Evolves to Meet Reverse Mortgage Market Reverse Mortgage Daily With the recent interest gained by financial planning professionals in the use of reverse mortgages as a retirement planning tool, many in the industry have worked to educate financial planners of the benefits they may be able to offer their clients ... See all stories on this topic » | ||
| Consumers Turn to Credentialed Financial Professionals for Fiscal Advice in ... MarketWatch (press release) "Standards setting organizations for financial planners and other financial professionals address regulatory gaps by establishing standards of ethics and practice for professionals, in particular requiring them to be competent and to always put their ... See all stories on this topic » | ||
| Financial advisers to self-regulate national exam Money Management The financial services regulator will soon hold discussions with the financial planning industry about the potential for setting up a self-regulatory organisation (SRO) that would develop and administer the proposed national exam for financial advisers. See all stories on this topic » | ||
| Shorten scores a sensible outcome The Australian THERE'S just a touch of Alice Through the Looking Glass about the compromise solution that's been arrived at to allow accountants a bit more leeway in talking superannuation and planning with their clients, as released a week ago by Financial Planning ... See all stories on this topic » | ||
| Define 'financial planner', exempt CFPs from new adviser exam, says FPA Wealth Professional ASIC has announced its plans to implement a national exam for financial planners, but the FPA has claimed that the proposal lacks clarity and has called on ASIC to clear up these murky waters. See all stories on this topic » | ||
| Investor alert: loads may return Hindustan Times Bringing back loads on mutual funds will hurt investors, financial planners said. In fact, get rid of loads in insurance products as well, they added. Mahua Venkatesh and Sachin Kumar report. Should entry loads be reintroduced in mutual funds? See all stories on this topic » | ||
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| People Watching HeraldNet Kellett is a member of the firm's Grassroots Task Force and was one of 52 financial advisers chosen to lobby from among the firm's nearly 12000 advisers. HWA GeoSciences Inc. of Bothell has hired new staff members. Jeff Thompson is now senior ... See all stories on this topic » | ||
| Multi-manager funds avoid FOFA complaints: Russell Money Management Financial planners should employ diversified, multi-manager funds to avoid complaints under the Future of Financial Advice (FOFA) 'best interest' duty, according to head of advice capability at Russell Investments John Nolan. Nolan said even good ... See all stories on this topic » | ||
| ASIC to consult industry on advice exam InvestorDaily Australia's peak advice associations have backed ASIC's plan for industry discussion regarding its proposed additional examination for financial advisers. As part of its next phase of consultation on its proposal, ASIC said it would hold discussions ... See all stories on this topic » | ||
| EOFY: FPA reveals more vital tax tips Wealth Professional What do you believe are the most important tax tips to bear in mind during the busy end of financial year (EOFY) period? Read on for the top tips that were revealed when the Financial Planning Association (FPA) canvassed its members on the subject. See all stories on this topic » | ||
| THE COALFACE: Breaking the Big Four/AMP oligarchy Wealth Professional Yellow Brick road hit the headlines when it appointed Peter Daly to manage its financial planning business' aggressive plans to recruit practices looking to move from institutional entities to an independent advice provider. YBR's CEO Matt Lawler spoke ... See all stories on this topic » | ||
| Advisers face bigger Arch Cru bill as fund returns drop Citywire.co.uk Advisers forced to pay redress to clients under the Financial Services Authority's £100 million redress scheme for Arch Cru victims will face higher bills after authorised corporate director Capita announced the value of the funds had dropped. See all stories on this topic » | ||
| Retirement In Need Of Reinvention North American Press Syndicate Financial-planning experts suggest saving more, but that's not always possible. Other options do exist, though, and it's important to do your research. For example, performing a reverse mortgage on a home, selling a life insurance policy through a life ... See all stories on this topic » | ||
| CFPB Taking Aim at Elder Financial Abuse JD Supra (press release) Personal Law; Criminal Law · Estate Planning · Family Law · Personal Injury · Worker's Compensation · See All Subjects ». Government Law; Elections & Politics · Military Law · Government Contracting ... CFPB Taking Aim at Elder Financial Abuse ... See all stories on this topic » | ||
| FSA warns over firms dodging commission ban with distribution deals Citywire.co.uk The Financial Services Authority has voiced concerns over payments from providers to advisers aimed at circumventing incoming adviser charging rules. See all stories on this topic » | ||
| Poll shows retirees regret saving too little, too late Pittsburgh Post Gazette "Financial planners often have to urge them to spend some of that principal, which you can do, if you don't go crazy." Besides regrets, retirees shared the best steps they took toward a secure retirement. The top answer was staying in a job that had a ... See all stories on this topic » | ||
| IFA challenges to FOS decisions under threat Citywire.co.uk Law firm Regulatory Legal has warned that advisers could be prevented from challenging Financial Ombudsman Service (FOS) decisions through the courts due to changes in the small print of the Financial Services Bill. The firm has written to Treasury ... See all stories on this topic » | ||
| Greater planning needed for advisory succession InvestorDaily The financial services community needs to put internal succession planning on its agenda, as the influence it has on cultural climate and performance is undervalued. In particular, professional boards must understand that its fiduciary duty includes ... See all stories on this topic » |
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| Financial Advisers Reverse Their Thinking on Reverse Mortgages ... By DenManiko By TOM LAURICELLA. Using your nest to help with your nest egg is becoming a more common way to round out a financial plan during retirement. Even after the bursting of the housing bubble, the biggest financial asset many retirees have is ... Healthcare Concerns | ||
| The Good Leads - Financial Adviser - WSJ By Josh Brown Financial Adviser. News and insight for financial advisers, wealth managers and their clients. Search Financial Adviser1. June 29, 2012, 7:55 AM ... Learn how to be a Financial Advisor ». WSJ Web Slice. CONTENT. LINKS TO ACTUAL PAGE ... Financial Adviser |
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| Weekend Reading for Financial Planners (June 23-24) - kitces.com ... We also look at an interesting article about important conversations to have with your clients, that includes a lot of stuff financial planners already know but a few ... www.kitces.com/.../354-Weekend-Reading-for-Financial-Plan... | ||
| Retirement Researcher Blog: Paula Hogan's "Financial Planning: A ... Paula Hogan's article in the June 2012 Journal of Financial Planning is Financial Planning: A Look from the Outside In. It picks up where she left off five years ... wpfau.blogspot.com/.../paula-hogans-financial-planning-look.... | ||
| Financial Planner - Page 2 Last night, I met with a Financial Planner associated with Ameriprise Financial. We spoke for about 45 minutes on goals, needs, etc….The upshot is the cost for ... www.simplelivingforum.net/showthread.php?5165-Financial... | ||
| Financial planners group of america in Scotrun, PA - Yellowpages.com 4 listings of Financial Planners in Scotrun on YP.com. Find reviews, directions & phone numbers for the best financial planners group of america in Scotrun, PA. www.yellowpages.com/.../financial-planners-group-of-america | ||
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| Financial Links - Stapp Financial Planning, PLLC Find a Financial Advisor- Independent Fee-Only Financial Advisor Firms National Association of Personal Financial Advisors Official website of the National ... www.stappfinancial.com/Custom.aspx?apId=23467 |
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