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| Growing Dallas Wealth Management Firm Probity Advisors, Inc. Adds Financial ... DigitalJournal.com (press release) July 31, 2012 – Financial advisor Whitney Magers has joined Probity Advisors, Inc.®, bringing more than 15 years experience to the firm's financial and estate planning practice. As Financial Advisor, Magers guides clients in decisions that promote estate ... See all stories on this topic » | ||
| BeamaLife Asserts Changes In Long Term Care Market Underscore Value Of ... Daily Markets (press release) "Long term care insurance has been an unstable market since it started many, many years ago" said insurance and financial planning expert and BeamaLife CEO Neil Jesani. "Not that the need for long term care coverage has been decreasing, though; ... See all stories on this topic » | ||
| Storm brews in planning world over overpriced letters Broker News Australia An independent association of financial planners has slammed the Financial Planning Association's CFP designation as a "cash cow", saying it is something about which the public just doesn't care. In an attack on the longstanding CFP qualification which ... See all stories on this topic » | ||
| 5 Reasons to Stash Cash HispanicBusiness.com But financial planners say there are five vital reasons why you should keep a special fund just for emergencies -- even if you have to stash at least six months worth of expenses in a savings account that pays almost zero in interest. You might lose your job. See all stories on this topic » | ||
| ADFP Unveils University Agenda for 2012 Annual Conference DigitalJournal.com (press release) The Association of Divorce Financial Planners (ADFP) today unveiled an extensive agenda for its 2012 University, being held on Thursday, September 20, 2012. The University program is offered in conjunction with the annual ADFP Conference, which will be ... See all stories on this topic » | ||
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| Growth in Critical Illness Insurance Sales Sparks Renewed Interest in ... DigitalJournal.com (press release) "What's really interesting to me as a financial planner though is how the growth of sales of this type of product has lead consumers to take a fresh look at permanent life insurance. Because of course a permanent policy has not only death benefits, but a cash ... See all stories on this topic » | ||
| Independent dealer groups on efficiency drive Financial Standard The brand operates as a provider of tailored white label solutions across investments, super, pension and managed account services to both financial planning dealer groups and institutional investors. Currently $6bn in assets is administered by the business ... See all stories on this topic » | ||
| Madison builds on adviser numbers InvestorDaily Privately-owned dealership Madison Financial Group has signed advisory firm CFL Financial Planning to its adviser ranks. The Brisbane-based boutique self-licensed firm joined Madison and its 80-plus advisers this month. Since forming 18 years ago, CFL ... See all stories on this topic » | ||
| Five-year ban for Sydney businessman Money Management The financial industry regulator has imposed a five-year ban on Sydney businessman Leigh Barker for misleading investors and losing $12.5 million. Barker is the sole director ... ASIC continues to target financial planners over Trio Capital collapse · Protecting ... See all stories on this topic » | ||
| FSC argues for removal of industrial parties from super Money Management The Financial Services Council (FSC) has renewed its call for all MySuper funds to be eligible for selection as default funds under modern awards and for the industrial relations judiciary to be removed from the default fund selection process. ... informative and insightful editorial coverage of the Australian financial services market, with topics including taxation, managed funds, property investments, shares, risk insurance, master trusts, superannuation, margin lending, financial planning, portfolio construction, and ... See all stories on this topic » | ||
| Opposition commits to deliver on MIT changes Money Management The Federal Opposition has claimed further delays to tax law changes around managed investment trusts represents proof the Government is not serious about Australia becoming a genuine regional financial services hub. ... informative and insightful editorial coverage of the Australian financial services market, with topics including taxation, managed funds, property investments, shares, risk insurance, master trusts, superannuation, margin lending, financial planning, portfolio construction, and investment strategies. See all stories on this topic » | ||
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| Wellington writer says investors can 'get rich with dividends' Sun-Sentinel Boca Raton financial planner Mari Adam mentioned the attractiveness of high-paying dividends in her newsletter earlier this year. "Bonds have enjoyed a strong, 30-year bull market, but is that run soon to reach its end?" she questioned in another article. See all stories on this topic » | ||
| Daily ETF Roundup: UNG Pops On Weather Reports, XHB Drops ETF Database After closing on a strong note last week, U.S. equities fumbled today as investors turned wary of the recent push in financial stimulus from the Euro Zone. As it has been the trend, markets once again started to doubt whether ... Financial Advisor & RIA Center ... See all stories on this topic » | ||
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| A Guide To Retirement Planning & Retirement Planning Tips By Alex Wilson This is easily the most important tip for planning your retirement. Seek professional financial planning advice as soon as possible. This means actually seeing a financial advisor and getting them to work out a personal financial plan that takes ... Savings Guide - How To Save Money | ||
| Tuesday links: speaking with certainty | Abnormal Returns By abnormalreturns Jim Blankenship, "This book should be required reading for anyone who is investing these days – especially for the non-professional investor who is going it alone, without a professional advisor." (Getting Your Financial Ducks in a Row) ... Abnormal Returns |
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| Why Having 'Klout' May Soon Matter To Financial Planners Why Blogging Will Replace Marketing Newsletter For Financial Planners By Michael Kitces Source: Nerd's Eye View blog Using newsletters for drip marketing ... riacentral.com/2012/07/31/klout-matter-financial-planners/ | ||
| Financial Planning - Fee-Only Beaverton CPAs & CFPs, near ... Markiz & Associates,P.C. is a tax and financial planning firm located in Beaverton , Oregon. markizpc.com/financialplanning.html | ||
| Woodbury, New York Financial Advisors, Financial Planners ... 21 matches ... Find Financial Advisors, CFPs, and Investment Advisors in Woodbury, New York. Review advisor profiles and connect directly with advisors. www.investorwatchdog.com/financial-advisors-in/.../woodbur... | ||
| FINANCIAL PLANNING COALITION SUPPORTS INTRODUCTION OF July 25, 2012 – The Financial Planning Coalition today welcomed the introduction of the Investment Adviser Examination and Improvement Act of 2012 ... www.cfp.net/media/release.asp?id=360 |
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