Google Alert - financial planners

News19 new results for financial planners
 
Americans Would Rather Save for Vacation Than Kids' College
CNBC.com (blog)
The survey, from the Certified Financial Planners Board of Standards and the Consumer Federation of America, compared attitudes about household finances today with sentiments in 1997, when the United States was enjoying an extended stock-market ...
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Financial advisers urged to look at generational needs
Money Management
Financial planners must take into account generational differences when preparing advice for self-managed superannuation fund (SMSF) investors, according to a new report. The SMSF Generations report, prepared by Macquarie Bank and the Self-Managed ...
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Financial planners told to make FOFA irrelevant
Money Management
By taking a long-term view, financial advisers can set up a practice to succeed through generations - but it would also mean having those tough conversations with business partners, Englund said. Successful businesses would be those that are prepared to ...
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Scaled advice needs a rethink
Money Management
Financial advisers need to view scaled advice as an ongoing opportunity rather than a threat to their business model, according to Provisio Technologies director Cameron O'Sullivan. He said he is frustrated that some advisers view scaled advice as a "bad ...
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Capstone focuses on accounting space
Money Management
Capstone has appointed former Bendigo and Adelaide Bank senior manager of financial planning Jamie Johns as National Network Manager to oversee the company's push into the accounting space. In the role, Johns will be responsible for distribution ...
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Beltway Plaza To Offer New Small Businesses Incubator Space
Patch.com
Beltway Plaza To Offer New Small Businesses Incubator Space. Artists, financial planners, crafters and other start ups will be considered for mall space at rates tailored to their sales, according to a plaza official. By Bailey Henneberg; Email the author; 6:00 am ...
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Agribusiness finds itself out in the cold
Money Management
The retail agribusiness sector is a shadow of its former self, with financial planners staying away in droves. Tim Stewart takes a look at a sector with a serious image problem. When most planners and investors hear the term 'managed investment scheme' and ...
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How Charities Persuade Donors to Give Big
AdvisorOne
Franklin also suggested the possibility that fundraisers “close enough to certain donors … suggest that they engage their financial planners to see what is possible for their giving.” Becoming involved in the process of helping a client engage in philanthropy ...
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AdvisorOne
GM retirees have until Aug. 23 to make final...
Royal Oak Daily Tribune
GM offered retirees financial advice but many independent financial planners also weighed in on what was a difficult decision for many retirees. Factors such as the economic outlook, the prevailing low-interest rate environment facing individual investors, ...
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How You Can Still Retire at 65
BusinessNewsDaily
What a difference 15 years makes. New research has found that the financial health and attitudes of consumers has eroded significantly among a majority of financial decision makers since 1997. Most notably, just 30 percent of Americans said they felt ...
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The F(iduciary) Word
CBS News
The CFP Board is the organization that bestows the CFP certification onto those financial planners who complete a rigorous course of study, pass a tough exam and maintain ongoing education and ethical requirements. I have been a CFP practitioner since ...
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Fiege named new United Way president
Tasley Eastern Shore News
Fiege, a certified financial planner, founded Financial Solutions in 2003. A resident of Onancock, he holds a BS degree in commerce from UVA and a certificate in professional financial planning from ODU. He earned the CFP designation in 2006 and became ...
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Social Media Now Embedded in Business
HispanicBusiness.com
Above all, the training for 15000 financial planners and brokers stresses that the Securities and Exchange Commission rules that guide telephone, computer and mail transactions are to be stringently applied to social media as well. "We have to tread very ...
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Raiding the 401(k): Is it ever O(k)?
Gaston Gazette
Financial planners don't live in caves. They know that sometimes there's no other option. In that case, Melton suggests making sure you're talking face to face with an investment adviser so you know what to expect. You can have the taxes, fees and penalties ...
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Islamic index products struggle in Gulf investment culture
Reuters
In the United States and Europe, many ETFs are sold by individual financial planners, who do not make money based on the cost of the products which their clients buy. The planners have no compunction in introducing clients to ETFs, and many clients are ...
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Business: New firm established with support from Economic Growth Fund
eGov monitor
Robbie Weston and Jon Francis are Chartered Financial Planners and both their existing Practices hold the equivalent Corporate title, the highest level of accreditation awarded by the Chartered Insurance Institute to financial advisers in the UK. Jon added ...
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FPA awaits ASIC guidance
InvestorDaily.com
"We're also working with and waiting on Treasury to issue a consultation paper document around enshrining the term financial planner or adviser in the law." Rantall said the FPA expected to meet with ASIC in the coming months to gain "a greater ...
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BT launches EOFY tax tool
Financial Standard
The new online Estimator Tool sits on BT Wrap's website and is designed to support advisers in generating estimated release date for their clients' tax statements. "They go in and put in their advisers' number and it spits out a list of all of their investment clients in BT Wrap. This is done so they can see when their expected tax statements are due and what the status of those statements are in order to track and manage the expectations of their clients," said Kelly Power head of platform products of BT Financial Group.
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The Financial Stability Oversight Council: Late To Crises Every Time
Forbes
The exercise never took place, however, because planners feared that word would leak out to the media. So the proposed exercise, the financial equivalent of Pentagon war-gaming, was quashed. In Washington, when a bureaucracy fails to accomplish its ...
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Blogs2 new results for financial planners
 
Forget The TAMP - It's Time For The TFPP - kitces.com | Nerd's Eye ...
By nospam@example.com (Michael Kitces)
As financial planning firms continue their search for scalability and efficiency, more and more firms are choosing to outsource various aspects of their business, retaining only the core areas where they provide the most value. As a result ...
kitces.com | Nerd's Eye View
RIA Central Digests for 07/25/2012
By Curator
Sometimes wealth managers―I mean, financial planners― aren't aware that the jargon they're using with clients is confusing them, and driving away prospects. Read more in Thomas Coyle's post at the Wall Street Journal's Financial Adviser ...
RIA Central

Web8 new results for financial planners
 
Greater Sacramento Financial Planning Day | City iLights
In today's uncertain economy, planning for you financial future is more important than ever. If you have financial questions or concerns, or would like to learn how ...
www.cityilights.org/.../greater-sacramento-financial-planning-...
2012 HOUSEHOLD FINANCIAL PLANNING SURVEY
Certified Financial Planner Board of Standards, Inc. and the Consumer Federation of ..... in financial preparedness than non-planners across income groups.
www.consumerfed.org/.../Studies.CFA-CFPBoardReport7.23.1...
Financial Planning Really Does Make a Difference | The Chicago ...
According to a recent survey households with a financial plan in place felt a higher level of financial well-being than those without a plan.
thechicagofinancialplanner.com/.../financial-planning-really-d...
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...
Evidence that Oil Limits are Leading to Limits to GDP Growth | Peak ...
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 ...
peakoil.com/.../evidence-that-oil-limits-are-leading-to-limits-to...
The Financial Planners are Turning to ... - The Insurance Pro Blog
In a recent survey by Curian Capital Life Insurance ranked high on advisor's list of alternative investment options.
theinsuranceproblog.com/the-financial-planners-are-turning-to...
Financial Planning
AODDO3O4Ifl8. Financial Planning. I. [.. QRGQN. Family Goals. 1987. A.M. Morrow and S.F. Krein. What would you do if you inherited or won a million dollars?
ir.library.oregonstate.edu/xmlui/bitstream/.../EC1267.pdf?...1
Payback period: Particular Private Equity Fund - Financial Planner ...
Setting up a business agent that acts as an advisor and a source of introductions to LPS for GPs seeking to raise a fund. A method of calculating performance by ...
financialplannertips.com/payback-period-particular-private-eq...


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