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| After the playing field, athletes score as financial advisers Reuters NEW YORK (Reuters) - Former Major League Baseball pitcher Marc Wilkins remembers the euphoria he felt when he earned his first big league paycheck.It was 1996 when he broke into the majors with the Pittsburgh. See all stories on this topic » | ||
| Financial Planning Association® and FiPath for Advisors™ Announce Strategic ... San Francisco Chronicle (press release) The Financial Planning Association - (http://www.FPAnet.org) (FPA) and FiPath for Advisors™ (http://www.FiPath.com/Advisors) today announced a strategic collaboration, which will bring FiPath's educational resources and marketing tools to FPA members. See all stories on this topic » | ||
| Remark Media Expands DimeSpring.com Content Partnerships with NAPFA MarketWatch (press release) Since 1983, The National Association of Personal Financial Advisors (NAPFA) has provided Fee-Only financial planners across the country with strict guidelines for professional competency, comprehensive financial planning, and Fee-Only compensation. See all stories on this topic » | ||
| Retirement: An estate-planning pitfall Chicago Tribune Kiplinger's asked financial planners from the National Association of Personal Financial Advisors what retirement surprises their clients most often encounter. Among those mentioned most often was the potential that a surviving spouse will lose income. See all stories on this topic » | ||
| Veteran Financial Planner Chosen As Next CFP Board Chair-Elect Financial Advisor Magazine Well-known speaker and financial planning pioneer V. Raymond Ferrara has been elected to the CFP Board of Directors as 2013 chair-elect. Elected at the board of directors July 11-13 meeting, Ferrara begins his duties as chair-elect on Jan. 1, when ... See all stories on this topic » | ||
| Financial planner poaching: why BT and Count are asking the wrong questions Wealth Professional In their war of words over poaching, BT and Count may be missing the point. One question in particular is being ignored, and advisers often overlook this same vital question when their clients threaten to leave. See all stories on this topic » | ||
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| FPA ad campaign plans to rebuild faith in planners Wealth Professional June saw record numbers of Australians read, hear or click through to FPA's message of renewed trust in financial planning. Are you feeling the benefits? See all stories on this topic » | ||
| Association of Financial Advisers tackles churning Wealth Professional The debate surrounding the recently released FSC paper offers an ideal opportunity to tackle churning, and here are the steps that advisers have been urged to follow. See all stories on this topic » | ||
| Transition payments can be 'quite reasonable' Money Management The debate about so-called 'transition payments' being paid to planners is "a little overhyped", according to financial planning consultant Wayne Wilson. "If you're moving licensee and you have to move platforms, then that's an expensive business. It's ... See all stories on this topic » | ||
| FINANCE: Be Smart in Planning for Your Future Our Colorado News History is filled with hundreds of examples of mass mania, delusion and people looking to make a fast buck . . . See all stories on this topic » | ||
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| Investing: Another way to pay for long-term care Bradenton Herald Typically, the options for planning to cover these expenses consist of purchasing a long-term care insurance policy or setting aside a large chunk of financial assets. Often these options are not easy to accommodate or may not be realistic. This helps ... See all stories on this topic » | ||
| Uncertainty besets financial services as Government rushes reforms Money Management Rushed financial services reforms such as FOFA and Stronger Super are exacting a heavy toll on financial planners and superannuation funds, writes Mike Taylor. Money Management's sister publication Super Review last week held a roundtable of senior ... See all stories on this topic » | ||
| Profit trumps EBIT in financial planning practice sales Money Management The earnings before interest and taxes (EBIT) multiple buyers are willing to pay for financial planning firms have fallen significantly, with profitability now a more important criteria, according to business brokers, Radar Results. In an analysis of ... See all stories on this topic » | ||
| MassMutual Campaign Drives Awareness of Challenges Facing Families with ... Justmeans "Our highly trained financial professionals, including Special Care Planners and those with the Chartered Special Needs Consultant designation are uniquely positioned to provide support and guidance for these families throughout the entire planning ... See all stories on this topic » | ||
| FPA, FiPath Offer Online Marketing Tools For Advisors Financial-Planning.com The FPA and FiPath for Advisors announced a strategic partnership that will allow FPA members to access a variety of online marketing and educational tools. See all stories on this topic » | ||
| India : AXISDIRECT introduces AXISDIRECT - BUSINESS PARTNER ... Equities.com The pan-India initiative is mainly focuses in partnering with independent financial advisors, insurance agents and financial planners in order to expand its client base. Clients to AxisDirect will be referred by the partner for opening a 3-in-1 ... See all stories on this topic » | ||
| SMSF specialists lead in fee-for-service InvestorDaily.com Financial advisers specialising in self-managed superannuation funds (SMSF) are more advanced in their progress to fixed-price fee-for-service than are generalist SMSF advice firms. Researcher Investment Trends found specialists (those with 20 or more ... See all stories on this topic » | ||
| Australian financial services hiring down in 2012 Money Management However financial planners and superannuation roles were stable and although hiring was lower than last year, managing director of eFinancialCareers, George McFerran said opportunities in risk should open up at banks and consulting firms with the ... See all stories on this topic » | ||
| PULSE Case: Ditching Oracle for HP and Planning for the Future IT Business Edge (blog) Last week, I spent some time talking to PULSE, a Discover Financial Services company, on why it stepped away from a suite of vendors including IBM, EMC, Cisc. See all stories on this topic » | ||
| Australian financial services jobs recede InvestorDaily.com Specifically, financial planning and superannuation in Australia remained comparatively stable, although hiring was still lower than last year. "We expect similar trends over the coming months, although a few more opportunities in risk should open up ... See all stories on this topic » | ||
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| Ignore fixed-income assets at your peril Wealth Professional As investors demand safe-haven assets amid global market volatility, financial planners that don't get themselves up to speed on fixed-income assets may be seriously missing a trick. Mark Todd of Fiig Securities told Wealth Professional TV that ... See all stories on this topic » | ||
| Sorority Consultants Washington Monthly (blog) So there are test prep tutors, and college admissions counselors, and life coaches and financial planners. Can Americans do nothing on their own? Not very well, it seems. Now there's more. It turns out that some college students are paying for ... See all stories on this topic » | ||
| Thomas: Pre-Bankruptcy Exemption Planning Survives And An IRA Is A Self ... Forbes It is worth remembering that saying as one reads this article, since the Husband and Wife debtors in this case were able to push the limits of pre-bankruptcy exemption planning primarily because the amounts involved were very small [...] ... For ... See all stories on this topic » | ||
| Regional School Unit 18 voters to decide on leaner budget Kennebec Journal Residents have publicly accused school administrators of doing a poor job of planning for the stunted economy than the district's financial planners guessed. Smith said that long-term budget planning had accounted for some of the effects of the ... See all stories on this topic » | ||
| NextGreatPlace Introduces Curated Vacation Service for Discerning Travelers MarketWatch (press release) "Our Members are travelers who are looking for more simplicity in vacation planning and greater authenticity in their experiences, without a significant financial commitment or upfront-costs. While the Internet is convenient for booking flights and ... See all stories on this topic » |
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| What to Discuss With Your Potential Financial Advisor– Part 3 By dkessler We continue the series on how to find a financial advisor. Today we'll whittle down your list. You've found an advisor or three who look like they might be a good fit for you…but how do you know? First, I'd schedule a meeting. Most financial ... NFCC Financial Education Blog | ||
| Financial Planning - Blog Archive By Christopher Cachia "CCA Financial Planners assisted me throughout my claim. I found Chris in particular to be helpful assuring me along what was an almost stressful period (whilst the insurance company investigated my claim) that he would get the claim paid." ... CCA Financial Planners | ||
| Declining Economic Growth due to Low Oil Supply Growth By tverberg@oilprice.com (Gail Tverberg) The usual assumption that economists, financial planners, and actuaries make is that future real GDP growth can be expected to be fairly similar to the average past growth rate for some historical time period. This assumption can take a ... OilPrice.com Daily News Update | ||
| Morning Minute: Caution and education urged on reverse mortgages By Stephanie Sievers Reverse mortgages — which allow homeowners to convert part of their home equity into cash without selling their homes — have become a popular source of retirement income. But financial planners and the Consumer Financial Protection ... IARBuzz (The Illinois Association... |
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| CFP Board Selects Ferrara 2013 Chair-Elect - Financial Planning Ferrara, who was elected during the CFP Board s July meeting last week, is president and CEO of ProVise Management Group, LLC, a Clearwater, Fla., ... www.financial-planning.com/.../ferrara-selected-chair-elect-of-... | ||
| Why Blogging Will Replace Marketing Newsletter For Financial ... Using newsletters for drip marketing has long been a cornerstone of marketing for financial planners. However, the newsletter process itself is relatively ... riacentral.com/.../blogging-replace-marketing-newsletter-finan... | ||
| What financial questions do you believe financial advisors are not ... Outstanding Financial Advisors provide the best personalized information for each client. I recommend expert Alex, my husband to be contacted. After 20+ years ... www.linkedin.com/answers/personal.../1025608-17316730 | ||
| Financial Planners | Facebook Mahatma Gandhi postulated the quest for freedom in 1920, at the age of 51 years . It took India 27 years after the launch of the Non-Cooperation Movement to ... www.facebook.com/bpmultiservices | ||
| Financial Planning Workshop with TAP in LA What is "Financial Planning" and Do I Need It? Is a Traditional IRA better than a ROTH IRA? Are Insurance Plans Right For Me? Come join us to learn more ... taiwaneseamerican.org/.../financial-planning-workshop-with-ta... | ||
| Way to Finding the Right Financial Planner - Welcome to Landlord ... Many will agree that finding the right financial planner is an important thing. Good financial advice makes a huge difference in one's financial future, especially ... absoluteca.websitetoolbox.com/.../Way-to-Finding-the-Right-F... | ||
| financial planning and financial planners New Washington | Find ... Results 1 - 15 of 31 ... financial planning and financial planners for New Washington, OH. Find phone numbers, addresses, maps, driving directions and reviews for ... yellowpages.totallylocal.com/.../financial+planning+and+finan... |
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