TORONTO, October 29, 2021 /CNW/ – FP Canada is pleased to host the 13and the annual Financial Planning Week and new expanded virtual conference, taking place from November 23-November 25, 2021. The theme this year is Connect.Grow.Achieve. The conference, moderated by CTV’s chief commentator, Patricia Lovett-Reid, CFP®brings together professional financialRead More →
WASHINGTON, October 27, 2021 /PRNewswire/ — The CFP Board Center for Financial Planning (“Centre”) today announced sponsors for its fourth annual Diversity Summit and Career Fair, which will take place virtually from November 17-19, 2021. This year’s summit will focus on the theme “Metrics that Matter”, highlighting qualitative and quantitativeRead More →
UK: Retirement Rule 1: Don’t Run Out of Money – Financial Planning Week October 27, 2021 Hillier Hopkins To print this article, all you need to do is be registered or log in to Mondaq.com. This article was provided by Satis Wealth Management, a sister company ofRead More →
WASHINGTON, October 21, 2021 /PRNewswire/ — The CFP Board Center for Financial Planning (“Centre”) today announced the agenda for its fourth annual Diversity Summit and Career Fair, to be held virtually from November 17-19, 2021. Registration is free and all sessions will take place between 12:00 p.m. and 4:00 p.m.Read More →
Specializing in a modern approach to relationship-based financial planning, Clarity Financial Design uses a Design your financial future process to help women visualize, define and move towards their financial goals. “I am excited to launch my own comprehensive financial planning practice. Helping women plan and prepare for their financial futureRead More →
CHICAGO, October 19, 2021 /PRNewswire/ — Hightower today announced that it has joined the Foundation for Financial Planning (FFP), the nation’s only 501(c)(3) nonprofit charitable organization dedicated solely to supporting the provision of pro bono financial planning, as a 2021 impact partner. Founded in 1995 by advisors seeking to giveRead More →
Financial advisers and wealth management firms worried that the Biden administration will immediately destroy the SEC’s Best Interest rule can rest a little easier. At an Oct. 19 panel hosted by New York University Law School’s Corporate Compliance and Enforcement Program, SEC Chairman Gary Gensler pledged vigorous enforcement. of theRead More →
Retirement planning (45%), general health and well-being (23%) and estate planning (23%) are the most important topics discussed between an investor and their advisor, respondents said. Among those leaving an inheritance, the most common concern was how the high cost of living and home ownership would affect their heirs. AsRead More →
FINRA is considering new rules targeting the “narrow issue” of disclosures for wealth managers and other members who offer certain cryptocurrency assets, CEO Robert Cook said. Cook made the comment during a panel hosted with SEC Commissioner Hester Peirce and other regulators from New York Law School’s Ronald H. FillerRead More →
Randy McDaniel The holiday festivities will soon be here and before this busy season arrives, I encourage families to think about their financial goals to end 2021 strong and look ahead to 2022. Financial Planning Month, designated annually October is a time for families to take stock of the progressRead More →
Changing cultural and political attitudes towards employment and the COVID-19 pandemic have upended the talent market – and RIAs are no exception. In fact, the DeVoe 2021 RIA Talent Management Report found that staff turnover increases rapidly in financial advisory practices. With voluntary departures at their highest level in aRead More →
STEP 3: TITRATION Once the estate plan is updated and the documents are prepared to reflect the current situation and goals, it is time to think about the allocation of titles – both individual and joint accounts. It is important to ensure that the account name and beneficiary designations coincideRead More →
WASHINGTON, October 8, 2021 /PRNewswire/ — The CFP Board Center for Financial Planning (“Centre”) today announced that the fifth annual academic research colloquium (“Colloquium”) on financial planning and related disciplines will be held virtually on November 11-12 and 15-16, 2021. Tickets are available for purchase for $49 and many sessionsRead More →
Issy-les-Moulineaux, October 8, 2021 In accordance with the recommendations of the AFEP-MEDEF Code of Corporate Governance (“AFEP-MEDEF Code”), Sodexo provides the following information on the compensation of its executive corporate officers as determined by the Board of Directors on October 7, 2021, during of the Proposal of the Compensation Committee.Read More →
As we enter the last quarter of 2021, you have three months left in the year to use some financial planning strategies to maximize your wealth planning for the year. This is also a good time to check off the planning items you wanted to do. Year-end is a lotRead More →
The cryptocurrency has been in the headlines since the launch of Bitcoin in 2009. Stories abound of individuals becoming millionaires or even billionaires through their cryptocurrency investments, leading to clients asking their advisors if they should get into the crypto game. While many experts believe that cryptocurrency is here toRead More →
NEW YORKOct. 5, 2021 /PRNewswire/ — Financial Planning Standards Board Ltd. (FPSB), owner of the international CERTIFIED FINANCIAL PLANNER certification program outside the United States, has released the results of its Future of Financial Planning Practice research, a survey of 4,250 CERTIFIED FINANCIAL PLANNER professionals in 23 territories, conducted inRead More →
eMoney Advisor announces its new partnership with the Foundation for Financial Planning (FFP). Tweet that “We are deeply committed to giving back and advancing our vision of financial peace of mind for all. Together with FFP, we can leverage technology and industry expertise to provide financial advice to communities theRead More →
NARSSA and the FPA will work together to help educate FPA members on Social Security, including access to the RSSA course. Tweet that “We are delighted to work with FPA,” said Todd S. Whiton, Managing Director of NARSSA. “FPA is a prestigious and highly respected association for the financial planningRead More →
Financial Planning Story of the Month Financial planning as a concept has been around for a long time, but not as we know it today. When Loren Dunton started the Society for Financial Counseling Ethics in 1969, or when the first class of the College of Financial Planning graduated inRead More →