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| Nationally Recognized RTD Financial Advisors, Inc. Named one of the Top 25 ... MarketWatch (press release) PHILADELPHIA, Jul 11, 2012 (BUSINESS WIRE) -- RTD Financial Advisors, Inc. was recently named as one of the Top 25 Money Managers in the Philadelphia Business Journal. The business journal ranks businesses in a variety of industries and based their ... See all stories on this topic » | ||
| Jacob Cooper and Total Wealth Management Welcome New Advisors, Jerod ... WebWire (press release) Total Wealth Management's highly qualified team of financial planners and investment advisors now boasts the skills and experience of John E. Richardson JR. CPA, CFP®, a graduate from Clemson University with a B.S. in Accounting as well as Jerod C. See all stories on this topic » | ||
| Financial planners shift away from managed funds Money Management The research - the Wealth Insights Planner Segmentation Report - is based on two surveys covering 800 advisers and has revealed the startling bottom line that almost half of financial planners now place only around 40 per cent of investment flows into ... See all stories on this topic » | ||
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| Monmouthshire strengthens team WalesOnline MONMOUTHSHIRE Independent Financial Advisers, a subsidiary of Monmouthshire Building Society, has strengthened its team of financial planners with the appointment of Luke Fernquest and Robert Jackson. See all stories on this topic » | ||
| How to thrive in today's market: the big questions Wealth Professional Have you ever wanted to take a peek over the fence at how other financial planners are faring in today's difficult market? Wealth Professional speaks to Mark Spiers, general manager, advice, BT Financial Group, to gauge the key concerns that are on the ... See all stories on this topic » | ||
| Business Briefcase The Salem News Beverly resident Alan Temkin, senior financial planner of Temkin Financial Group, earned membership in the insurance industry's Million Dollar Round Table. MDRT membership is recognized internationally as the standard of sales excellence in the life ... See all stories on this topic » | ||
| LPL New Venture To Acquire Veritat Advisors Financial Advisor Magazine NestWise LLC, a recently formed subsidiary of LPL Financial Holdings Inc., announced today its intent to buy Veritat Advisors, Inc. to enhance the technology it offers for personal financial advice delivered to the mass market. Officials say the deal ... See all stories on this topic » | ||
| Should You Trust the Anti-Wall Street Crowd With Your Money? Smartmoney.com In the span of a dozen years, Garrett, a soft-spoken 50-year-old transplant to Eureka Springs (she's from Kansas), has amassed a network of about 325 financial advisers, catering to some 25000 clients around the country. The "global headquarters" for ... See all stories on this topic » | ||
| Groundbreaking report sets out 'suitability' principles of social investment Social Enterprise Live Investment advisers, professional bodies and financial regulators are being urged to take steps together to champion social investment. A report launched today by Big Society Capital, lawyers Bates Wells & Braithwaite and social investment experts ... See all stories on this topic » | ||
| ClearView expands advice division Financial Standard This expansion, announced via an ASX update, reflects ClearView's advice strategy which includes growing its advice division through both acquisition and organically with the recruitment of experienced advisers. Financial advice practices to have ... See all stories on this topic » | ||
| Preston IFA celebrates exam success FT Adviser Keith Pressler, associate director, and Chris Bardin, director, passed the final exam required to become chartered financial planners. Iwan Probert, adviser support, passed the AF5 exam to achieve the advanced diploma in financial planning and ... See all stories on this topic » | ||
| Make Plans for Digital Assets Before You Die NBC Chicago Just as you name an executor for tangible assets, financial advisers say you need a digital executor, too. See all stories on this topic » | ||
| Singaporeans found to be conservative investors, heavy credit users TODAYonline Out of those who invested, however, more Singaporeans said they sought financial planners for advice, where 24 per cent of Singaporeans consulted a financial planner, higher than the Asia Pacific average of 21 per cent. This is also ahead of investors ... See all stories on this topic » | ||
| Indians more dependent on others while investing online Livemint The report said 16% of Indian respondents indicated that they would take the advice of friends, relatives and colleagues while making financial decisions. Globally, 20% of respondents sought advice from a financial planner or adviser while 18% relied ... See all stories on this topic » |
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| On trust: How to answer the question, "Should I work with that guy or ... By Craig Garber Planners get paid a commission to sell you products. Some products pay more than others, so the trick is… from a consumer standpoint, to find a financial planner who is going to offer you solutions and products that are best for you, based on ... Craig Garber & kingofcopy.com | ||
| Your convergent future, according to Claes - Australian Broker Will you become a casualty of 'treading water' risk, or embrace closer ties with financial planners and survive, asks ING Direct's Lisa Claes. ... The group has three financial planners piggy backing off 12 mortgage brokers. Ultimately, Daniel ... Australian Broker | ||
| Podcasts: College Planners Discuss How They ... - Financial Aid News By Financial Aid Guru This year's annual conference of the Society for College and University Planning, convening in Chicago this week, will focus on something higher education is not known for: change, the Chronicle of Higher Education reports. The conference ... Financial Aid News and Blog :... | ||
| Recommended Reading List: June, 2012 « Kristine Kathryn Rusch By Kristine Kathryn Rusch If you have hired a financial planner, will hire a financial planner, have flirted with the idea of hiring a financial planner or have family members who will/have hired a financial planner, you must read this article. Now. Russo, Richard, editor, The ... Kristine Kathryn Rusch | ||
| Open Communication Is A Must For Success And Happiness - Yakezie By Eric J. Nisall Your accountant does not what you did that will impact your tax situation during the year unless you tell them. Your financial advisor doesn't know when you have a change of heart when it comes to investing style or whether the investments in ... Yakezie.com |
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| Weekend Reading for Financial Planners (July 7-8) - kitces.com ... Financial Planning Roadmap For Non-Traditional Couples - This article by Robin Knowles and Stanley Veliotis in the Journal of financial Planning provide, ... www.kitces.com/.../362-Weekend-Reading-for-Financial-Plan... | ||
| 25 Financial Planners Students Should Follow on Twitter - Online ... Follow these financial planner tweeters to make it through college as little into the red as possible. www.onlinecolleges.net/.../25-financial-planners-students-shou... | ||
| Wiley To Publish CFP Board's First-Ever Financial Planning ... The Certified Financial Planner Board of Standards Inc. today said it will publish a first-of-its-kind competency handbook for financial planning in March 2013. www.fa-mag.com/.../11552-wiley-to-publish-cfp-boards-first-... | ||
| Big Canoe Georgia Fee Only Financial Planners Fee-Only Financial Planners in Big Canoe, Georgia. NAPFA-Registered Financial Advisors provide unbiased financial advice. www.feeonlynetwork.com/Big%20Canoe-GA-financial-planner |
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