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| Planners as Heroes Financial-Planning.com In 2006, Patti Klein would routinely work up to 90 hours a week in her anesthesiology practice. In her free time, the Bergen County, N.J., doctor ran 5K road races or bicycled with her husband Martin Shenkman, an estate planning attorney in nearby Paramus, ... See all stories on this topic » | ||
| The Gift of Planning Financial-Planning.com Imagine if every American had the benefit of consulting with a financial planner. Even in such a nirvana, people would still certainly make poor choices and advisors would still give some clients faulty advice. But a better understanding of saving and investing ... See all stories on this topic » | ||
| New Kids in the Field Financial-Planning.com People are eagerly awaiting their arrival. But they're already among us. They're ready to move the planning profession forward and are in a strong position to do so. I'm talking about fee-only RIA firm owners and tenured financial planners younger than 30. See all stories on this topic » | ||
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| The Rise of Robo-Advisors Financial-Planning.com Imagine being replaced by a robot. That day may be more imminent than many planners believe. In the past two years, a number of online financial platforms for investors have been launched. These sites offer computerized investment guidance aimed not ... See all stories on this topic » | ||
| Girding for Inflation Financial-Planning.com Indeed, says Robert DeHollander, an advisor with DeHollander & Janse Financial Group in Greenville, S.C., "We think we're already in an inflationary cycle." He cites the massive amount of global debt issued in the wake of the 2008 financial crisis as the ... See all stories on this topic » | ||
| Split Decisions Financial-Planning.com "This is an area of practice fraught with conflict-of-interest issues," says Stewart Koesten, chief executive of KHC Wealth Management in Overland Park, Kan. Financial planners "have to face the fact that married couples and partnerships split up," he says. See all stories on this topic » | ||
| CFPs generate substantially higher revenue than IAs: CFP survey InvestmentNews ... 2012 3:05 pm ET. Certified financial planners deliver higher revenue and more client satisfaction for their firms, while making more money than other investment advisers, according to a survey commissioned by the organization that grants their credential. See all stories on this topic » | ||
| CFP Board Says Its Certification More Than A Sheaf Of Paper Financial Advisor Magazine Officials at the Washington D.C.-based Certified Financial Planner Board of Standards, which trains financial planners and awards its CFP certificate, certainty think so, and say now they have research to prove it. CFP certification can be a key differentiator for ... See all stories on this topic » | ||
| Financial planners in demand, salaries to rise Wealth Professional The Australian financial services sector suffered the biggest decline in job opportunities in the Asia Pacific region, with the job barometer falling in equities, derivatives and trading. But it's far from bad news for those seeking a career in financial planning, ... See all stories on this topic » | ||
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| One Income, Many Challenges Financial-Planning.com Indeed, some 5 million mothers stayed at home in 2010, according to the U.S. Census Bureau. And the number of fathers manning the home front while their wives worked was about 176000, nearly triple the total in 1995, when the bureau first starting tracking ... See all stories on this topic » | ||
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| Sydney man banned for losing $12.5m of client funds, but planners question ... Wealth Professional ASIC has banned a Sydney man from engaging in financial services for five years for misleading or deceptive conduct but, as his investors lose out on $12.5m, financial advisers have questioned whether the regulator's actions are harsh enough. See all stories on this topic » | ||
| Wealth Mason Adds Reviews of Local Businesses Virtual-Strategy Magazine The site also includes a live discussion platform and hundreds of articles for affluent Americans to understand and discuss retirement planning, tax planning, insurance, investment strategies and much more. Plus, licensed wealth managers, financial planners ... See all stories on this topic » | ||
| Wisdom in Numbers Financial-Planning.com Capstone acquired its name from the Conference of Advanced Planners, a subgroup of the International Association for Financial Planners, one of the associations that merged to form the FPA. Capstone was formed over a dinner involving members of the ... See all stories on this topic » | ||
| Director of national financial planning business banned for life Wealth Professional The director of a national financial planning business has been permanently banned from providing financial advice by ASIC, but this may not be the end of the story. Dennis Cardakaris, the sole director of Morrison Carr Financial Services, received the ... See all stories on this topic » | ||
| Sign up now for our Financial Library Investment Week Financiallibrary.co.uk offers a valuable service for discretionary portfolio managers, fund selectors, financial planners, wealth managers, financial advisers, family offices and other investment professionals. Content is provided by the market's leading ... See all stories on this topic » | ||
| Young Professionals celebrate successful fundraising effort TCPalm Organized under the auspices of the Indian River Community Foundation, the Future Leaders Professional Advisory Council, includes young attorneys, estate and financial planners, accountants, investment advisers and other professionals who share a ... See all stories on this topic » | ||
| 5 Ways Olympic Athletes Are Better At Money Management Than You Huffington Post While the average Olympic athlete doesn't earn a big paycheck from participating in the games, the majority of top athletes are better financial planners than most Americans, according to a survey by TD Ameritrade. Olympic athletes may seem superhuman ... See all stories on this topic » | ||
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| Embracing the Crazy Ideas Financial-Planning.com I think of myself as a part-time futurist, and I try hard to help FP's readers anticipate major trends rather than get blindsided by them. In this game, you quickly learn that crystal balls give you nothing more than a murky reflection of your aging face, and tea ... See all stories on this topic » | ||
| Early Lessons Financial-Planning.com As the chief executive and chief investment officer of Manchester Capital Management, Ted Cronin has big-dollar thoughts all day long. His firm, which employs CFPs and has offices in California, New York and Vermont, manages some $2 billion in assets. See all stories on this topic » | ||
| Dramatic estate tax battle delivers fresh lessons CNBC.com While that had been baked into the estate tax system for years, few financial planners or tax attorneys had expected that the U.S. Congress would let the gap year stand. But it did. Magnolia Audio Video founder Leonard Tweten and his wife, Eileen, had ... See all stories on this topic » | ||
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| Keeping Your Head in the Game Financial-Planning.com James Miller, president of Woodward Financial Advisors in Chapel Hill, N.C., hired a client-service associate whom he hopes will "absorb some of our operational and administrative work. It's going well," Miller says. "She's been here a few months and I'm ... See all stories on this topic » | ||
| Regional planning principals' dilemma Money Management Capstone national network manager, Jamie Johns said succession planning should start five years before retirement, while AMP director of financial planning, advice and services, Steve Helmich said that in extreme cases a succession plan could run ... See all stories on this topic » | ||
| READER SUBMITTED: Special Needs Resource Fair To Be Held At Intensive ... Hartford Courant Health and treatment providers, financial planners, legal advocates, state agencies, creative arts organizations and recreational and educational programs are just some of the exhibitors in the Resource Fair, which offers a unique opportunity to speak directly ... See all stories on this topic » | ||
| WPCS Appoints Kevin P. Coyle to Board of Directors EIN News (press release) Mr. Coyle has over thirty years of experience in finance, operations, strategic planning and mergers & acquisitions. He spent over eighteen years at the multi-billion dollar publicly held Jones Intercable Inc. where he held the title of Chief Financial Officer prior ... See all stories on this topic » | ||
| BMO Retirement Institute Report: Time to Get the Kids Thinking About Retirement EIN News (press release) The BMO Retirement Institute was established in 2008 to conduct research on retirement issues and provide thought-provoking insight and financial strategies for individuals planning for, or currently in, their retirement years. Tina Di Vito, head of the BMO ... See all stories on this topic » | ||
| CBA reviews risk profiles, asset allocation InvestorDaily "Initially we're looking at it for Commonwealth Financial Planning, however, things like risk profiles spread across all of our licensees," she said. She also said there was currently no update on CBA's enforceable undertaking with ASIC and the group would not ... See all stories on this topic » |
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| Peter Schiff - Author - Shawn Beecher - Market Traders Institute ... By jelkin Born into an entire family of professional financial planners, Shawn has been trading since he was just 17 years young with an emphasis over the years in foreign currencies. Throughout his career, he's specialized in general finance and is ... George Jarkesy Radio Show | ||
| Unraveling the Gold U.S. Economic Puzzle :: The Market Oracle ... Unraveling the Gold U.S. Economic Puzzle :: The Market Oracle :: Financial Markets Analysis & Forecasting Free Website. ... Laughably, the stated mission of these central planners was to preserve the value of the dollar. Predictably, exactly ... The Market Oracle |
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| Financial Planner Supervisor & Operations Manager | LearnVest ... Financial Planner Supervisor & Operations Manager LearnVest is hiring a Financial Planner Supervisor and Operations Manager With over a quarter- million. www.learnvest.com/.../financial-planner-supervisor-operations... | ||
| Financial Planning Digest "Until there is broader agreement on a bill, no bill will be able to move through the committee," said the aide. Financial-Planning.com (7/26), InvestmentNews ... www.smartbrief.com/servlet/ArchiveServlet?issueid... | ||
| Tips for hiring a financial adviser to help manage your money ... Financial planners are not stockbrokers, accountants, or insurance agents. They look at your finances and help you meet a specific goal, like retiring or buying a ... www.bostonglobe.com/business/2012/07/.../story.html | ||
| Growing Dallas Wealth Management Firm Probity Advisors, Inc ... 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 ... www.prweb.com/releases/2012/7/prweb9740896.htm | ||
| Embrace the Unknown: Non-Traditional Financial Planners :: Asset ... Click here to view original web page at www.financial-planning.comBe Sociable, Share! Tweet¦AdvertisementI think of myself as a part-time futurist, and I try hard ... tgtai.net/.../embrace-the-unknown-non-traditional-financial-pl... | ||
| Walkner Condon Financial Advisors LLC - Madison, WI (Wisconsin ... Walkner Condon Financial Advisors is an investment advisory firm based in Madison, WI. www.manta.com/c/.../walkner-condon-financial-advisors-llc | ||
| Financial Advisor Directory l InvestorWatchdog Use our online financial advisor directory to find local financial advisors and financial planners near you. Search by name or by location. Review detailed ... www.investorwatchdog.com/financial-advisors-by-name |
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