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| UBS Advisors Bring Venture Capital Focus to HighTower Financial-Planning.com Serving clients from the world of venture capital poses special challenges for planners. Much like entrepreneurs, VC general partners bring risky and highly concentrated investments that cry out for diversification. See all stories on this topic » | ||
| Financial Planning and Advice in the US Industry Market Research Report Now ... RedOrbit The recession ended the industry's long streak of strong revenue growth; low income and high unemployment caused the fees charged by financial advisers to drop, while the lackluster performance. See all stories on this topic » | ||
| NetWorth: Financial tips for newlyweds, soon-to-weds GoErie.com As part of his full-service approach to wedding planning, Sanford Marshall says he refers clients to florists, photographers and financial planners. Planning a wedding 'is the first telltale sign of how the couple views money and the first scenario for ... See all stories on this topic » | ||
| Aussie financial advisers given green light to work in NZ market Wealth Professional The New Zealand financial advice market has been opened up to Australian planners, but not without a number of restrictions and conditions. Do you qualify? See all stories on this topic » | ||
| 6 reasons why RIAS can't -- or don't want to -- have track records RIABiz Most money managers have track records and sales reps cannot have track records, so this article focuses on financial advisors (RIAs and IARs) who may also be called financial consultants, investment advisors, and financial planners. See: Should I dump ... See all stories on this topic » | ||
| Buyer's market for planning businesses: Radar Results Financial Standard A decrease in interest rates means financial planners can fund the acquisition of financial planning businesses, creating a buyers' market. See all stories on this topic » | ||
| Ex-Financial Wisdom planner pleads guilty InvestorDaily.com A former Financial Wisdom and Financial Planning Services Australia financial planner has pleaded guilty to three counts of deception and dishonest dealings. South Australia-based Trevor Wayne Carll pleaded guilty in the Adelaide District Court on 29 ... See all stories on this topic » | ||
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| Concern over cross-Tasman advice arrangement InvestorDaily.com Industry participants are holding some concerns over ASIC and New Zealand's Financial Markets Authority's (FMA) joint decision to allow advisers to practise on either side of the Tasman, based on qualifications and experience gained from their homeland. See all stories on this topic » | ||
| Challenger to target financial planners with new campaign Money Management Challenger to target financial planners with new campaign. Challenger is set to launch a new advertising campaign targeted at financial planners which will focus on the 'do nots' of asset allocation for retirees. The new campaign 'Revelations' will ... See all stories on this topic » | ||
| FOFA implementation may fuel practice sales Money Management Financial planning practice mergers and acquisition consultancy Radar Results has predicted more advisers will look to sell their businesses before the Government's Future of Financial Advice (FOFA) changes take effect from 1 July, next year. Radar ... See all stories on this topic » | ||
| A Different Breed of Financial Portal, Bullshouse.com Provides Information ... Moneylife Personal Finance site and magazine ... users about the world of investments and finance. This focus on information helps the users to be informed and empowers them to make their own decisions with investments and personal money management. Investors turn to financial planners for advice. See all stories on this topic » | ||
| Rubik to make Coin staff offers InvestorDaily.com Staff of Coin Software will be made offers to join Rubik Financial Group as part of its conditional agreement to purchase part of the financial planning software group. Rubik chairman Craig Coleman told InvestorDaily that offers would be made to close ... See all stories on this topic » | ||
| Adviser tablet ownership triples Financial Standard Social media usage among financial advisers is on the rise as is their ownership of tablets, reveals Zurich's just released infographics report of new technology and social media. See all stories on this topic » | ||
| Chinese Workers Worry over Pensions NTDTV US newspaper, the Wall Street Journal says Chinese workers are worried. Financial planners are saying a young Chinese worker will need to save about half a million dollars to provide for 20 years of comfortable retirement. See all stories on this topic » | ||
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| Bright Start College Savings Survey: One-Third of Illinois Parents Not Saving ... EON: Enhanced Online News (press release) Why not? A survey by Bright Start College Savings reveals that these parents view a lack of available funds and a lack of knowledge regarding savings choices as their biggest barriers. Financial advisors, though, say parents can overcome these barriers ... See all stories on this topic » | ||
| The Penn Mutual Life Insurance Company Names Michael E. Geary, LUTCF ... Albany Times Union Prior to joining Penn Mutual, Geary worked at various leading national financial services companies throughout his career, establishing a successful track record of creating and building agencies, recruiting advisors, building training programs and ... See all stories on this topic » | ||
| BFF and STEP initiate a collaboration to develop and promote educational ... San Francisco Chronicle STEP is a multi-disciplinary organization with the most experienced and senior practitioners in the field, including: lawyers, accountants, financial planners, insurance advisors and trust professionals. STEP members help families plan their long-term ... See all stories on this topic » | ||
| 5 Most Popular New ETFs Of 2012 (So Far) ETF Database Get instant access to exclusive content. (Individual investors will benefit from our free ETF investing guide; financial planners can use the Financial Advisor & RIA Center.) Get unlimited access to all of our free and exclusive ETF tools, portfolios ... See all stories on this topic » | ||
| Avenue ceases operation InvestorDaily.com "Effectively, the alignment of all 30 advisers to Lonsdale's AFSL (Australian financial services licence) means that the Avenue Capital Management AFSL will simply no longer operate," Lonsdale chief executive Mark Stephens told InvestorDaily. "All of ... See all stories on this topic » |
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| The Affordable Care Act Upheld by the High Court « All Things ... By Pamela Sandy, CFP® As a financial planner I know the financial risks associated with health care costs. Increasing health insurance premiums, lack of adequate insurance due to unaffordable premiums, and most critically – the inability to purchase any insurance at ... All Things Financial Planning Blog | ||
| Brokers Are Salespeople, Not Financial Advisers By Luke Landes (Flexo) Brokers at JP Morgan Chase were encouraged to sell bad products to customers to drive the company's own profits. Consumerism Commentary | ||
| Success is Planned: Frank Acosta | Latino Leaders Magazine By Laura Rivas As a successful entrepreneur and certified financial planner, Acosta is also a strong example of the possibilities that exist with some dedication and, well, planning. Today, his company, Acosta Insurance Group, has three offices—in Miami, ... Latino Leaders Magazine | ||
| Elder Fraud - Ethics Sage By Steven Mintz The majority, or 84%, of experts who deal with financial fraud of elders -- including financial planners, medical professionals and social workers -- have noticed an increase in financial abuses this year, according to a survey released by ... Ethics Sage | ||
| New University Of North Carolina Agent Policy Is Extremely Limiting ... By Darren Heitner Further, the policy is not only limited to communications with agents; the University of Miami explicitly prohibits communications with runners, financial planners, sports marketing representatives, sports public relations firms, brand managers, ... Sports Agent Blog | ||
| A Different Breed of Financial Portal, Bullshouse.com Provides ... Investors turn to financial planners for advice. But, trust is hard to come by in this business where individuals and firms deliver what they promise. Often enough, promises are lost in the fine print. The site, in its new organized form, primarily ... AndhraNews.net - News & Feature Updates |
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| John Napolitano: Real Financial Planners | There is a lot of uncertainty among the public about what a financial planner actually does. Plenty of advisers call themselves financial planners even though. thetrustadvisor.com/headlines/john-napolitano | ||
| What is a Financial Planner? A Financial Planner is a trained specialist who helps people with their investments and financial planning. This can mean anything from retirement planning to ... www.theobsidiangroup.net/index.../what-is-a-financial-planner | ||
| Refresher on Key Insurance Concepts for Financial Planners Peter Katt has written about many insurance products over the years. Here's a handy overview of the most common ones, and how they fit into financial plans. www.fpanet.org/journal/RefresheronKeyInsuranceConcepts/ | ||
| Professionalism in Financial Planning Of course the characteristics of a professional financial planner cover much more in practice than simply exams and CPD activity. www.financialplanet.org/.../professionalism-financial-planning... | ||
| Cleary University: Graduate Certificates The Graduate Certificate in Financial Planning is registered and approved by the ... Personal financial planners or financial consultants use their knowledge of ... www.cleary.edu/mba/graduate-certificates/index.aspx |
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