SMALL ROCK, Arch.–(BUSINESS WIRE)–Stephens, an independent financial services firm, today announced that Joshua Boyle will join the firm’s Private Wealth Management division as a financial consultant. Mr. Boyle will be based in the Winston-Salem, NC office. “Josh brings nearly a decade of experience creating personalized investment and wealth management plansRead More →

DUBLIN, October 20, 2022 /PRNewswire/ — The report “Financial Planning Software Market By Component, By Deployment Mode, By Application, By End User: Global Opportunity Analysis and Industry Forecast, 2021-2031” has been added to from offer. Research and Markets Logo According to this report, the Financial Planning Software market sizeRead More →

Job title: relationship manager Industry: Investment management Location: Bristol Salary: £45,000 – £54,000 Position reference: 7154 Job description: Recruit UK is working on a great opportunity for a relationship manager in Bristol to join an award-winning investment firm. This company has really developed a fantastic platform to provide its clientsRead More →

Democrats Democrats blocked CFPB from demanding congressional appropriations Getty Images Reuters • October 20, 2022 11:45 a.m. By Nate Raymond (Reuters) – A federal appeals court ruled on Wednesday that the U.S. Consumer Financial Protection Bureau’s funding apparatus was unconstitutional, blaming a Democratic system designed to prevent the agency fromRead More →

WASHINGTON, October 13, 2022 /PRNewswire/ — The CFP Board Center for Financial Planning (“Centre”) today announced sponsors for the sixth annual academic research colloquium (“Colloquium”) on financial planning and related disciplines. The symposium will be held in person at the Conrad washington d.c.on October 24-25, 2022. An initiative of theRead More →

Recent heirs to pension plans received an unexpected boost when the Internal Revenue Service suggested they could skip required withdrawals for this year and last, a reprieve that eliminates one-time tax hits and leaves more money in a nest egg to grow. The tax authority surprised wealth management advisers lateRead More →

ST. LOUIS (October 6, 2022)—Toberman Wealth, a fee-based financial advisory firm that provides elite advice to clients, opened in St. Louis at 1741 S Big Bend Blvd. Toberman Wealth works one-on-one with families and small business owners to protect their future, fuel their financial goals, and build lasting legacies. “WealthRead More →

NEW YORK, October 6, 2022 /PRNewswire/ — Pershing X, Technology Provider and New Business Unit of BNY Mellon | Pershing and Conquest Planning (Conquest), a financial planning technology start-up, announced that they will work together to integrate Conquest’s financial planning application into the Pershing X platform. Advisors will benefit fromRead More →

The Securities and Exchange Commission highlights the importance of long-term financial planning during World Investor Week 2022. The SEC is the US coordinator for the event, a global effort promoted by the International Organization of Securities Commissioners (IOSCO) that began yesterday and will run through October 9. The SEC willRead More →

WASHINGTON, October 4, 2022 /PRNewswire/ — The CFP Board Center for Financial Planning (“Centre”) today announced that it has appointed three new co-editors of the Centre’s academic financial planning journal, Financial Planning Review: Thomas R. RobinsonPh.D., CFA, CPA, CFP®, CAIA; Megan McCoy, Ph.D., LMFT, AFC, CFT-1; and Conrad CiccottelloPh.D., JDRead More →

DENVER, October 3, 2022 /PRNewswire/ — With increased recognition of the impact of psychology on financial behavior, today’s financial planning professionals need to better understand how they can best serve their clients. In response, the Financial Planning Association® (FPA®) today announced a new partnership to provide members with access toRead More →