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| CFP 'cash cow': Independent planners attack FPA Wealth Professional Have you forked out for the Certified Financial Planner (CFP) qualification? The Association of Independent Financial Planners (AOIFP) has claimed that the public don't care if you have letters after your name, and that the CFP fees represent a "cash cow" for ... See all stories on this topic » | ||
| Indian women closing gender gap on financial literacy: Survey Times of India However, people in mature markets proved to be better financial planners overall, the survey showed. In terms of overall financial literacy, Taiwan and New Zealand tied for first place with a score of 73 index points each, with Taiwan jumping up from fifth in ... See all stories on this topic » | ||
| Super apathy presents business opportunities for financial advisers Wealth Professional A worrying number of Australians are relying on lady luck to see them through their retirement, with financial hopes resting on asset sales or inheritances. Can financial planners boost their business by educating investors on how to make the most of their ... See all stories on this topic » | ||
| CFP Board Announces New Guidelines for Disciplinary Sanctions RedOrbit WASHINGTON, July 26, 2012 /PRNewswire-USNewswire/ — Certified Financial Planner Board of Standards, Inc. today announced that its Board of Directors has approved the organization's first-ever Sanction Guidelines, which will be used by the ... See all stories on this topic » | ||
| CFP enrolments skyrocket as FPA points to reputational benefits Wealth Professional Enrolments in the Certified Financial Planner (CFP) program have skyrocketed this year, and the Financial Planning Association (FPA) claims that CFP-qualified planners are reaping significant business benefits. FPA CEO Mark Rantall says the near 65% ... See all stories on this topic » | ||
| AMP updates Ascend SMSF Financial Standard "Ascend SMSF recognises the growing role of financial planners in the SMSF sector by providing a high level of support to deliver high quality solutions to SMSF customers. "The new service offers more features at a lower price and improves the automation of ... See all stories on this topic » | ||
| Don't get cornered by cash crunch Business Standard Many, as a result, are ignoring important investment and insurance payments such as systematic investment plans and premiums of policies, say financial planners. Most people want to know if it is alright to discontinue with the monthly mutual fund investment ... See all stories on this topic » | ||
| Simply Money: Go for the gold Cincinnati.com A financial advisor can offer direction on how best to invest your money given your personal circumstances, lifestyle and goals. This includes providing money management advice, creating and managing long-term allocation strategies, making data-driven ... See all stories on this topic » | ||
| Disappearing independents Money Management Before Count Financial was acquired by the Commonwealth Bank and IOOF Holdings bought DKN, the Treasury estimated around 85 per cent of planners Australia-wide were institutionally aligned. Furthermore, ASIC recently identified ownership links ... See all stories on this topic » | ||
| Edelman Adds Speakers Bureau Financial Advisor Magazine In a move to ratchet up his marketing activities to a new level, Ric Edelman, who has been called one of the most successful financial planners ever, is starting a full time speakers bureau to make presentations nationwide. Edelman, founder of Edelman ... See all stories on this topic » | ||
| Do your clients need a reality check? Wealth Professional Speaking at the Association of Financial Advisers (AFA) Sydney roadshow, Coates noted that there appeared to be a significant disparity between what ASIC considered to be 'good' advice and what the clients who took part in the shadow shop were happy ... See all stories on this topic » | ||
| Wilson advisers depart for Ord Minnett InvestorDaily Ord Minnett has confirmed it is the new home for five of the 11 Wilson HTM Investment Group (Wilson) advisers who departed the listed financial services firm last week. "We are delighted to confirm that five Senior Client Adviser positions have been accepted ... See all stories on this topic » | ||
| Act now to recover your unclaimed deposit, policy mydigitalfc.com Financial planners say that one should make a note of all investments with all details on a piece of paper and keep it safely. It will not only help in memorising details of your hard-earned investment. It will also help your family in case you are not around. See all stories on this topic » | ||
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| Asset rich, cash poor CFO World S. Gregory Uehling is Director and Principal of Tandem Uehling. He is a dual Australian/USA citizen who has lived in Australia for the past 11 years. Greg has had his own Australian based Proprietary Limited Company for over 8 years with financial planners ... See all stories on this topic » | ||
| 5 questions with Linsday Hurley Fick of St. Simeon's Tulsa World Although it's hard to anticipate what our individual health status will be in later years, planning for the potential eventuality of continuing care is wise. Financial experts, whether trust attorneys, financial planners or your personal accountant, will offer ... See all stories on this topic » | ||
| DeHart: Restaurant revived for West Kelowna location Kelowna Capital News The management team of Terry Wardrop, Gary Wardrop and Mike Mervyn along with their marketing assistant staff offer expanded financial services, including all national insurance carriers. Through their network of financial advisors, the firm provides a vast ... See all stories on this topic » | ||
| Conservative funds may make more sense Chicago Tribune The important issue to decide is how crucial it is to you to have the guarantees of the annuity, two experienced financial planners said. And as you already pointed out, selecting an insurance company with a high credit rating from the major rating agencies is a ... See all stories on this topic » | ||
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| Americans Would Rather Save for Vacation ... - Financial Aid News By Financial Aid Guru Despite the economic slowdown, more Americans are saving up for a new car or big vacation than putting money away for their kids' college education, according to a survey released this week by America's financial planners, CNBC's ... Financial Aid News and Blog :... | ||
| Vast Majority of People Worry They Cannot Afford - Big4.com By Michael Foster They are willing to save money but have limited financial knowledge and limited saving abilities to actually do so," he said. Halverson suggested that the need for financial planners is greater than ever. "These findings reveal a major unmet ... Big4.com |
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| Making Cents: Financial planning more than investing - Fall River ... When I speak to people about financial planning, they most often want to talk about investing. I understand the fun and seductive nature of seeking higher ... www.heraldnews.com/.../Making-Cents-Financial-planning-m... | ||
| What are the top questions to ask a financial planner? | Financial ... In my opinion the most important question to ask a "financial planner" is: "Are you an indpendant advisor/planner?" Many financial planners are really sales ... www.brightscope.com/.../what-are-the-top-questions-to-ask-a-... | ||
| Jiskha Homework Help - Search: Financial Planning I am to write five sentences on the role of education in a successful financial planning. The verb are in quotes and the tense are in parentheses. Can you please ... www.jiskha.com/search/index.cgi?query=Financial+Planning | ||
| Study Demonstrates Importance of Financial Planning | Financial ... This past week saw the Consumer Federation of America and the Certified Financial Planner Board of Standards release their 2012 Household Financial ... financialpathways.net/study-demonstrates-importance-financia... | ||
| Bryan Binkholder Discusses: Five Things Your Financial Advisor ... The basics of investing are easy, as long as you can successfully avoid the traps and pitfalls. Do you know how your financial advisor is paid? Are you aware of ... www.thefinancialcoach.com/bryan-binkholder-discusses-five-t... | ||
| Software for Australian financial planners – helpful tips « Omnium ... For example a financial planner can choose to use a CRM solution from Microsoft , or an emerging CRMs such as Zoho, and we can integrate our Life Insurance ... www.spunje.com/.../software-for-australian-financial-planners-... | ||
| Do You Have What it Takes to be a Financial Planner? | Latest and ... Financial planners can also be called financial advisors or consultants. In a nutshell, financial planners are investment advisors. A young family looking to buy ... www.channel4updates.com/do-you-have-what-it-takes-to-be-a... | ||
| What to know before you pick a financial planner | Seattle News ... Not all financial planners are created equal, and there are some key pieces of ... Most people aren't necessarily looking for a financial planner who'll make them ... www.komonews.com/.../How-to-pick-the-right-financial-plan... | ||
| financial planning and financial planners Minneapolis | Find ... Results 1 - 15 of 632 ... financial planning and financial planners for Minneapolis, MN. Find phone numbers, addresses, maps, driving directions and reviews for ... yellowpages.totallylocal.com/.../financial+planning+and+finan... | ||
| Demand For Financial Planner Services All Over The World Is ... For every financial planner New York has the best and most lucrative business ground to start off from. This is due to the huge array of businesses available in ... www.collectionstrust.org/.../demand-for-financial-planner-serv... |
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