Google Alert - financial planners

News25 new results for financial planners
 
Nashua financial planner shares tips for college spending
Nashua Telegraph
Nashua financial planner Todd Leo said that while the price of college is enough to make any family concerned about their ability to pay, the right planning can make all the difference. Leo shared some of his best college savings and student debt ...
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AMP boosts financial planner numbers, hits half-year profit of $383m
Wealth Professional
AMP added 128 financial planners to its team during the first half of the year, so how much did they contribute to its half-yearly net profit rise of 11%? Overall, AMP recorded a net profit of $383m in the six months to 30 June 2012 – a significant ...
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RETIRING TO THE CAPE
Boston.com
After seven down years, prices for property on Cape Cod have dropped to the point where owning a retirement home on Cape Cod is achievable for some baby boomers, according to financial planners and real estate agents. "We see prices on the Cape are ...
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CFP Board Discusses How New Sanction Guidelines Affect Advisors
AdvisorOne
The webinar was presented by Christopher Beard, chairman of the 2012 disciplinary and ethics commission (DEC), which is in charge of sanctioning certified financial planners; Michael Shaw, managing director of professional standards and legal for the ...
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AdvisorOne
Five Good Questions for Michael Kitces of Pinnacle
AdvisorOne
A financial planner and a wealth manager, however, provide a broader range of services, typically incorporating advice regarding a broad range of financial issues, which may or may not include the hands-on investment management aspects as a part.
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AdvisorOne
Soldier, Families learn financial readiness strategies
The First Infantry Division Post
"Basically, it was an opportunity for the Fort Riley Soldiers and Families to meet one-on-one with certified financial planners and accredited financial counselors, and to get free financial education," said Jessica Richter, financial counselor ...
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The First Infantry Division Post
Family members, caregivers exploit elderly
The Patriot Ledger (blog)
The online poll included state securities regulators, financial planners, health care professionals, social workers, adult protective services, law enforcement officials, elder law attorneys, academics and others. It found: * two thirds (65 percent) of ...
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Planners cut advice fees
Money Management
New research suggests financial planners have once again cut the amount charged for advice in a bid to maintain or increase business profitability. The average planner now estimates the cost of comprehensive advice for a typical client to be $2350 ...
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Radar results grows NSW operations
Money Management
AXA's former national recruitment manager for financial planning Mike Stewart has been appointed to lead Radar Results' sales, acquisition and merger operations within the NSW region. Working closely with founder John Birt, Stewart will continue the ...
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Trocadero 'pod' hotel gets planning green light
The FINANCIAL
Written by Neil Gerrard, Caterer and Hotelkeeper. 17/08/2012 07:13 (01:31 minutes ago). The FINANCIAL -- The Trocadero in London's Piccadilly could become a Tokyo-style "pod" hotel after council planners gave the scheme the green light.
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Class action: strength in numbers
The Australian Financial Review
From the current bank fees case (where 12 Australian banks are being sued for allegedly charging unfair fees) to successful completed actions against companies like property group Centro and agricultural company Nufarm, as well as financial planners ...
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The Australian Financial Review
Churning up a heated debate
Money Management
For their part, both the Association of Financial Advisers (AFA) and the Financial Planning Association (FPA) have expressed reservations about the FSC's approach and sought clarification on precisely how the three-year adviser responsibility period ...
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Charlotte CFO: Brenda Lally, Shook Kelley
Charlotte Business Journal
As CFO, I'm involved in every aspect of our organization, from financial planning and reporting to contract management and invoicing to administration of retirement plans and health insurance. It's an honor to work alongside a group of talented ...
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AMP grows SMSF capabilities
Money Management
AMP will initially focus on rolling out SMSF administration and platform offerings to individuals, accountants, trustees and external financial advisers before the company attempts to crack financial planning networks. AMP signalled its intent to ...
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A Cliffs Notes Version Of Obamacare - Video
Forbes
Over two years ago when the Affordable Care Act was passed, I read the entire law so I could share with my fellow financial planners the actual content. I've traveled extensively and spoken to thousands of people about the ten titles in the law, each ...
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RICS new guidance rules for communities
Wiltshire Business
This latest guidance from RICS provides an objective and transparent definition as to what is meant by 'financial viability' in a planning context and will help town planners, developers and councillors deliver new, sustainably funded communities, in ...
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Investment advisors to come under Sebi net
Business Today
Financial planners would have to registered as investment advisers. "Only the act of giving advice will be regulated under this regulation, whereas the regulation of selling of products, if any, would be solely under the purview of the product ...
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Business Today
Should You Buy Cash-Value Life Insurance?
Morningstar.com
If held in a trust, cash-value policies can be used to offset estate taxes, notes Christopher Van Slyke, a fee-only financial planner and principal of the firm Trovena. "If somebody's 80 years old and has done no estate planning, [he or she] can buy a ...
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Where To Find Cheap Money: Home Equity Line Of Credit
Hartford Courant
"It can be used as a short-term back-up plan or a reserved to make a tuition payment or put a deck on or buy a new car," Tom Scanlon, a financial planner at Raymond James in Manchester, said. "It can be a great bridge, if you have a lot of equity ...
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Muskegon Planning Commissioners torn in approving scrap metal operation for ...
Muskegon Chronicle - MLive.com
"This is a higher calling," Planning Commissioner Bill Larson said of his vote opposing the site plan. "How many places have 120 acres on a lake and to use it as a scrap yard? People find this morally objectionable. In my heart I can't accept it … it ...
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Muskegon Chronicle - MLive.com
Town's new CAO officially on the job
EMC Arnprior
Wildman has a background long range financial planning, engineering, land use planning and economic development. He has 25 years of municipal government experience, having worked in public works, transportation, environmental services, community ...
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SEC, FINRA Enforcement Roundup: Scheming Sportsmen
AdvisorOne
Recent enforcement actions by the SEC and FINRA had a definite sports-related flavor, with a former Hall of Fame college football coach charged in an $80 million Ponzi scheme and a mutual fund advisor for a NASCAR-related stock fund charged on failed ...
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AdvisorOne
SEBI bats for retail investors with e-IPOs, minimum allotment
Hindu Business Line
Financial planners have to register themselves as investment advisors and can only charge their clients. However, entities such as stock brokers, portfolio managers, lawyers, CAs, sub-brokers, financial product distributors, merchant bankers, insurance ...
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Hindu Business Line
Tricky Bond Market Requires Greater Diversification
Financial-Planning.com
Username. Password. Forgot Password? Not registered for Financial Planning.com? .... However, many planners and investors may find the challenge of managing such a complex portfolio daunting to research and maintain. "An alternative to that is to find ...
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Are State-Run Universities Gaming Admissions?
Forbes
From conversations with clients and financial planners at other firms, we have to ask whether this is actually occurring. We continually hear of superior resident students being rejected by in-State universities and being forced to attend out-of-State ...
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Blogs1 new result for financial planners
 
What Planners Can Expect From CFP Board's New Sanction ...
The webinar was presented by Christopher Beard, chairman of the 2012 disciplinary and ethics commission (DEC), which is in charge of sanctioning certified financial planners; Michael Shaw, managing director of professional standards and ...
AdvisorOne

Web6 new results for financial planners
 
Why Don't Financial Planners Practice? - kitces.com | Nerd's Eye View
Although operating a business that delivers financial planning services is called a "practice" the reality is that most financial planners do little to actually practice ...
www.kitces.com/.../391-Why-Dont-Financial-Planners-Practic...
Finding A Financial Planner [NASE Experts] - National Association ...
At some point in many of our lives we come to the realization that we haven't socked away enough money for those financial milestones. Things like our kid's ...
www.nase.org/.../Finding_A_Financial_Planner_NASE_Exper...
Independent Financial Advisor Dale E. Payne Offering Free Market ...
Email Service Keeps Clients Informed of Developments in the Financial World.
www.prweb.com/releases/2012/8/prweb9762442.htm
Financial Planners? - AR15.COM
Looking for a financial planner for a family member in the Branson to Springfield area. They are currently using a well known financial institution, but they only ...
www.ar15.com/forums/t.../494359_Financial_Planners_.html
College Decisions Include Financial Advisers - National Association ...
A national, nonprofit membership organization with a primary focus on student aid legislation, regulatory analysis, and training for financial aid administrators.
www.nasfaa.org/WorkArea/linkit.aspx?LinkIdentifier=ID...
Financial Planning Program l Franklin University l Columbus, Ohio
Get a Financial Planning Degree from Franklin University. Enroll today in financial planning courses and be in a profession that places you at the forefront of one ...
www.franklin.edu/degree...of.../ch.financial-planning.37


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