These professionals do a comprehensive analysis of your entire financial life, help you identify your goals, and then create an investment and insurance strategy to achieve those goals. Estate planning is often offered by a certified financial planner and includes wills, trusts, tax planning, inheritance and end-of-life planning. Usually, butRead More →

The world is full of abbreviations, especially when it comes to investments. For retail investors, the plethora of abbreviations can be overwhelming and for many daunting. Money.co.uk, a free online comparison service that lets you compare thousands of financial products, wanted to find out which financial abbreviations Americans understand theRead More →

The SEC needs better metrics, accountability and disclosure in its frequent FINRA reviews and inspections, according to a government oversight agency. As the sole entity overseeing the self-regulatory organization, the SEC has reviewed FINRA at least 69 times over the past three fiscal years in 10 different areas of itsRead More →

Financial consultant, Charles Mensah advised everyone, especially economic operators, not to borrow to spend during the Christmas festivities. Speaking on JoyNews’ PM Express on Thursday, he said commercial operators should consider planning early in the year. He also noted that employers who borrow to pay Christmas bonuses “is like borrowingRead More →

MUNCIE, Ind., December 16, 2021 /PRNewswire/ — Moneytree Software, LTD, an Accutech Systems Corporation company and a leading provider of cloud-based financial planning solutions, today announced the acquisition of eFinPlan, a website for to help individuals understand the importance of sound financial planning. “At Moneytree, we recognize that improving financialRead More →

Financial Planning Software Market 2022-2028 A new market study, titled “Upcoming Trends, Growth Drivers, and Challenges of the Financial Planning Software Market” was featured on fusionmarketresearch. The description This comprehensive study of financial planning software The market offers an overview of the existing market trends, drivers, restraints, and metrics andRead More →

OSWEGO — Craig Fitzpatrick has been named vice president, financial consultant at Pathfinder Bank, according to Ronald G. Tascarella, senior vice president and chief sales officer. “Craig’s deep investment knowledge and commitment to client service has been instrumental in growing our investment services revenue since he joined our team inRead More →

Wealth management firm Ehrenkranz Partners and financial advisor Investindustrial signed offers for a total of 27,097 square feet on Seagram Building in two of the largest recent expansions and new leases in RFR Real Estate property. Ehrenkranz snagged 17,519 square feet across the entire 21st floor of the approximately 850,000Read More →

Florida’s top economist said Thursday that the Legislative Assembly may consider adding a few hours of tax and financial advice to the list of benefits the state of Florida offers its employees. Amy Baker, the coordinator for Florida’s Bureau of Economic and Demographic Research, said currently fewer than 5,000 peopleRead More →