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| Financial advisers and mortgage brokers: can you work together? Wealth Professional According to Loan Market's Mark de Martino, many mortgage brokers prefer to refer to a trusted professional, rather than bringing a financial planner on board or becoming a financial planner in their own right. "This is a new concept for our industry ... See all stories on this topic » | ||
| How to decrease dollar drain of divorce Minuteman News Center CCDG consists of attorneys, financial planners and psychologists all on hand to facilitate a divorce that's as low stress as possible. "A divorce is not just an end of a personal relationship. It includes a division of financial assets," said Certified ... See all stories on this topic » | ||
| Bridgeworth Joins LPL Financial Advisor Magazine Bridgeworth Financial, one of larger groups of certified financial planners and registered advisors in the Birmingham, Ala., region, has joined LPL Financial, the nation's largest independent broker-dealer. In addition, PinOak Advisors LLC merged with ... See all stories on this topic » | ||
| TD Ameritrade Touts One-Screen, One-Click Rebalancing Financial-Planning.com Financial planners seeking to rebalance client portfolios can do so in "near-zero" time, according to Ben Welch, director of business development for TD Ameritrade Institutional's iRebal system. "We introduced enhancements to several advisors in the ... See all stories on this topic » | ||
| Accounting bodies risk planning exodus Money Management Australia's three professional accounting bodies are in danger of losing members heavily engaged in the financial planning industry over new standards being proposed by the Accounting Professional and Ethical Standards Board (APESB) which move ... See all stories on this topic » | ||
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| Barry Lambert: why I turned down millions for my financial advice business Wealth Professional While he was confident that there is always going to be a need for financial advisers, top of his list of concerns was the compliance-driven, box-ticking, exercise that he believes financial advice has become. "I remember the first Choice review. There ... See all stories on this topic » | ||
| Advisers best at client relationships: Finsia Money Management Financial advisers are way ahead of banks and credit card providers in terms of creating close professional relationships, according to a new study released by the Financial Services Institute of Australasia (Finsia). Furthermore, developing close ... See all stories on this topic » | ||
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| Macquarie sells institutional software licence, renames planner software Money Management Macquarie has renamed the COIN Official financial planning software as Macquarie Visor in a bid to focus on the independent financial adviser (IFA) market, it said. The company has also sold the COIN software's institutional licence to Rubik Financial ... See all stories on this topic » | ||
| Foreign investments: why you shouldn't be picking the stocks yourself Wealth Professional He added that it's important for financial planners to understand what foreign markets can do for their clients. "They can give them diversification, it can give them exposure to an economy like India," he said, adding that other developing markets ... See all stories on this topic » | ||
| Tax-Savvy Ways to Tap Your 529 Plan for College Fox Business Families planning to use money in a 529 college savings plan have tax and financial aid issues to consider before taking a 529 withdrawal. Named for section 529 of the Internal Revenue Service code, 529 college savings plans are state-sponsored ... See all stories on this topic » | ||
| New CEO for AFS Money Management ... institutional software licence, renames planner software. Dealer group Australian Financial Services Group (AFS) has a new chief executive, former ANZ Advice executive Alan Logan. Logan's appointment to head ... Planners face trail commission ... See all stories on this topic » | ||
| Why Everything Your Broker Tells You is Wrong Investment U Unfortunately, that's not the case with many brokers, financial planners and money managers. If your broker is pitching you a specific mutual fund, you can bet your bippy that he's being incentivized to do it. In other words, he'll make more money for ... See all stories on this topic » | ||
| Ray Padron, President and COO of Atlanta Financial Planning Firm Brightworth ... Melodika.net (press release) He is a past member of the board of directors of the Financial Planning Association of Georgia and also a past chairman and current board member of an international faith-based ministry. With thousands of businesses in its membership, the Georgia ... See all stories on this topic » | ||
| Employee benefits to be topic of seminar Aug. 23 TheNewsTribune.com Ron Burt of Ronald L. Burt Tax and Accounting, Marv Liebe of Liebe-Thompson Financial Planners and Phil Lynch of Advisor Benefits Group are the speakers at the class sponsored by Bank Reale. Ways to enhance a bottom line by maximizing tax benefits ... See all stories on this topic » | ||
| FICP Names Youth Group Sole Benefactor Meetings & Conventions Financial & Insurance Conference Planners has named Junior Achievement, the nonprofit youth education organization, as its long-term philanthropic partner. In a statement, FICP said the decision to align all of its philanthropic activities to benefit ... See all stories on this topic » | ||
| GUEST COMMENTARY: Chatham should support Monomoy project Wicked Local Businessmen on the Chatham Finance Committee agree that Chatham and Harwich need a regional high school and they say they would vote yes, if the price tag were $55 million rather than $64 million. They question the $3 million in owner and construction ... See all stories on this topic » | ||
| ParkerVision net loss grows in 2Q Jacksonville Business Journal Top 5: Certified Financial Planners · Top 5: Temporary staffing agencies · Brio Tuscan Grille scheduled to open Aug. 20 · Jacksonville ranks low for successful aging · Azurea Restaurant offers fine dining atmosphere and menu · See more slideshows » ... See all stories on this topic » |
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| How to become a financial planner | Cover Publications By cover There is an increasing demand among qualified CFPs to consider some sort of Financial Life Planning qualification as a way of adding depth to their interactions. Cover Publications | ||
| Women and Financial Advisers: A Rocky Relationship By kerry Many women find financial advisers disrespectful and condescending. Here's how to find one who'll work well with you. Kerry Hannon | ||
| It's all in the mind By Mark Loosmore Some financial planners are waking up to this mismatch between the way financial services professionals communicate information and the way clients assimilate information. As a result, some are now adopting mind-mapping techniques both ... IRESS Market Technology Blog |
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| Association of Divorce Financial Planners The mission of the Association of Divorce Financial Planners is to heighten awareness of the benefits and added value of divorce financial planning so that it ... associationofdivorcefinancialplanners.blogspot.com/.../momen... | ||
| Storm helps financial planner find focus - South Bend Tribune WASHINGTON It was seven years ago this month that Hurricane Katrina slammed into the Gulf Coast. If you've never been affected by such a disaster, you may ... articles.southbendtribune.com/.../33053747_1_cfp-financial-p... | ||
| How to Choose a Financial Planner | Financial News Need help in picking mutual funds or reducing taxes? While there are plenty of folks eager to help your money grow, it's hard to find a financial planner you. edmontonobservers.net/how-to-choose-a-financial-planner/ | ||
| Employees More Proactive in Financial and Retirement Planning ... Employees are taking a more proactive role in financial and retirement planning, but lack of emergency savings is keeping many financially vulnerable. www.millionairecorner.com/.../employees-more-proactive-fina... | ||
| NAICU - College decisions include financial advisers With average student loan debt at an all-time high and families stretching their means farther than ever before to afford college bills, financial advisers are ... www.naicu.edu/.../college-decisions-include-financial-advisers | ||
| Top paying MNCs have immediate openings for Financial Planners ... Top paying MNCs have immediate openings for Financial Planners/Bank Exec/ Accountants & CPAs positions. Attractive salary. Interested parties, please visit ... www.linkedin.com/.../Top-paying-MNCs-have-immediate-281... | ||
| Key questions you must ask a Financial Planner before you hire one How do Financial Advisors and Planners get paid? What are the questions to ask when looking to hire one? Scott Plaskett, CFP at IronShield.ca, explains the ... www.moneyplansos.com/sos071-questions-you-must-ask-a-fin... | ||
| Affluent Parents Need More College Planning - Financial Planning Legg Mason s 2012 Intergenerational Survey of College Finances points out a lack of advanced planning among affluent Americans for their children s college ... https://secure.financial-planning.com/.../legg-mason-says-afflu... | ||
| financial-planning.com : SEO website review - Chlooe.com financial-planning.com is the 123.893th websites in the world in the Chlooe Ranking, the first ranking which SEO matter! This website is the 93.817th site in the ... www.chlooe.com/en/seo-review/financial-planning.com | ||
| Financial Planning Day, Department of ACE :: College of ACES ... Financial Planning Day Friday, October 5, 2012. Alice Campbell Alumni Center, Urbana, Illinois Hosted by the Department of Agricultural and Consumer ... ace.illinois.edu/content/financial-planning-day | ||
| Reverse Mortgages Attract Attention from Financial Planners Reverse mortgages are being used by financial planners as a way to extend retirement assets. No longer thought of as "last resort" by financial advisers. www.letyourhomepayyou.com/.../reverse-mortgages-get-nod-... | ||
| white plains financial planners | Tumblr Despite these advances, you should always be vigilant in protecting your Social Security number and financial information. White Plains financial planners here ... www.tumblr.com/tagged/white+plains+financial+planners | ||
| 6 Ways of Choosing Financial Planners | Dreams Handbook Just before you head out to contract the services of a financial planner, go through this checklist and you will be well equipped for the task. 1. Ask. www.dreamshandbook.com/6-ways-of-choosing-financial-pla... | ||
| Fasttrack Financial Planners | Facebook Fasttrack Financial Planners, Mumbai, India. 24 likes · 10 talking about this. www.facebook.com/FasttrackFinancialPlanners | ||
| Network FP @ FeedReader Network FP - Financial Planners Network (India) for Professional Success Imagine if your clients no longer called your office because they were scared about ... www.feedreader.com/feed/Network_FP | ||
| Duluth Financial advisor | Financial advisor in Duluth, MN - YP.com Results 1 - 30 of 101 ... 101 listings of Investment Advisory Service in Duluth on YP.com. Find reviews, directions & phone numbers for the best financial advisor in ... www.yellowpages.com/duluth-mn/financial-advisor |
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