Becky Waxman has been hired as a financial planning and analysis manager at Opus One Winery, a joint venture between Baron Philippe de Rothschild SA and Oakville-based Constellation Brands. “In this role, Becky will provide senior management with financial planning, including latest forecast estimates, annual budget, long-range plan and periodicRead More →

“Matt is an accomplished psychologist and financial planner with exceptional experience designing and developing CFP® certification training programs,” said CFP Board CEO Kevin R. Keller, CAE. “With a focus on the interplay of personal finance and psychology, Matt has already helped train over 10,000 counselors. In his new role atRead More →

Paul Stones, Managing Director, Pareto Financial Planning Pareto Financial Planning, the award-winning Manchester-based financial services firm, today announced strong growth across the business for 2021/2022. The financial planning company announces that it has increased its turnover by 22% and exceeded one billion pounds of assets under its management. people firstRead More →

Peer-reviewed double-blind academic journal, Financial Planning Review presents research in the area of ​​financial planning as well as disciplines that are directly or indirectly related to the body of financial planning knowledge or the practice of financial planning. The journal seeks to maximize academic impact through the publication of rigorousRead More →

BitherAdam_9189-resized Adam Bither (Courtesy of Osborne Media) Adam Bither (Courtesy of Osborne Media) Katahdin Trust Company is pleased to announce the promotion of Adam Bither, CFP to Vice President, Financial Consultant at Katahdin Financial Services (a service of Cetera Investment Services LLC, a registered broker-dealer not affiliated with Katahdin TrustRead More →

ASHBURN, Virginia., June 7, 2022 /PRNewswire/ — Abich Financial Services, Inc., announced the launch of its new website and updated corporate brand. This milestone is an exciting one for the award winner, Best in Loudoun County financial planning firm in its mission to help better prepare its clients for aRead More →

WASHINGTON, June 7, 2022 /PRNewswire/ — The CFP Board Center for Financial Planning (“Centre”) today announced that Schwab Advisor Services and the Charles Schwab Foundation are expanding their support for the Center’s work with a new four-year grant to help build a more diverse environment and a sustainable financial planningRead More →

The difficult experiences made Kristoffer Doura turn his way to a different career. A highly regarded motivational speaker and financial consultant, Kristoffer Doura has built a successful career in a short time. He earned this position with endless effort and hard work. Before changing careers to become a well-respected motivationalRead More →

The global professional financial planning body, the Financial Planning Standards Board (FPSB), has recommended that investors pass financial tests before investing in complex products like cryptocurrencies. In a June 1 press release, the FPSB said investors should exhibit the minimum level of financial literacy given that sectors like cryptocurrencies areRead More →