Sean Pahut explains how Montana Wealth Management aims to build trust around financial planning by using their experienced advisors to create a personalized plan designed to best support their clients’ financial, family and life goals. Whether it’s a new empty nest, a wedding, a divorce, a move, a big promotionRead More →

Anupam Gupta’s ‘The Wisest Owl – Be Your Own Financial Planner’, uses the wisdom and experience of India’s top personal finance professionals like Dilshad Bilimoria, Harsh Roongta, Lovaii Navlakhi, Melvin Joseph, Suresh Sadgopan, Vishal Dhawan and Shalini Dhawan to provide a framework readers can use to build long-term wealth. TheRead More →

The SEC conceals every problem it has discovered and solved at FINRA in recent years from the public, financial advisors, wealth managers and their clients. The Wall Street regulator, which oversees registered investment advisers and US capital markets, is the sole supervisor of FINRA, which regulates broker-dealers. The Government AccountabilityRead More →

Hybrid IBD and RIA Platform Also Announces New Website and Branding, New Team Members and Details on Upcoming Compliance Conference WILMINGTON, Del., August 31, 2022 /PRNewswire/ — CoastalOne, an independent broker (Coastal Equities, Inc.) and hybrid registered investment adviser platform (Coastal Investment Advisors, Inc.) based in Wilmington, Delawarewas recently rankedRead More →

Hybrid IBD and RIA Platform Also Announces New Website and Branding, New Team Members and Details on Upcoming Compliance Conference WILMINGTON, Del., August 31, 2022 /PRNewswire/ — CoastalOne, an independent broker (Coastal Equities, Inc.) and hybrid registered investment adviser platform (Coastal Investment Advisors, Inc.) based in Wilmington, Delawarewas recently rankedRead More →

Tue, 23 Aug 2022 | BUSINESS SALE Financial planning and wealth management firm Finitor Wealth has completed a dual acquisition, which it says takes its assets under administration (AUM) to more than £1.1bn. The group acquired Leamington Spa-based consultancy Ascent Financial Consulting and the Financial Management Bureau (FMB) headquartered inRead More →

When it comes to educating customers about cybersecurity threats, current events can underscore the urgency of building defenses against cyberattacks. A recent example is Russia’s malicious cyberattacks on Ukraine which, according to U.S. agency reports, have included attacks on energy sources, supply chain disruptions and financial data theft. Such attacksRead More →

financial advisor vs financial advisor Financial advisers and financial consultants are widely interchangeable job titles for finance professionals who help individuals and organizations manage their money. A person with either title can help prepare and execute strategies for budgeting, saving, investing, retirement planning, risk management, borrowing, and estate planning. ConsultantsRead More →

WASHINGTON, August 9, 2022 /PRNewswire/ — CFP Board Center for Financial Planning (“Centre”) today announced its first scholarship program honoring the first black CFP® Professional, LeCount R. Davis, CFP®. Created to support the next generation of diverse CFPs® professionals, LeCount R. Davis, CFP® The scholarship program will assist qualified BlackRead More →

Many registered investment advisers overspend and miss new business by forgetting to calculate their costs per client, according to Fidelity’s practice management arm. The median cost to serve clients is $8,000 per year including everything from compensation for employees working on accounts to software, funds and other products and servicesRead More →

Customers of both companies will benefit from improved services SAN FRANCISCO, July 27, 2022 /PRNewswire/ — Definition of Financial Planning for Alameda, California acquires Annadel Capital from Saint-Raphael. Clients of both financial advisory firms will benefit from the combined knowledge and expertise of the two independent companies. Defined Financial PlanningRead More →

The InvestCloud digital transformation platform will help the Dutch bank Rabobank to provide its customers, individuals and individuals, with digital financial planning tools. Under the partnership, Rabobank clients will be able to create highly customizable life plans, allowing advisors to guide their clients to achieve their financial goals without havingRead More →

The FPA’s multi-year advocacy goal will protect consumers and advance the profession of financial planners. DENVER, July 21, 2022 /PRNewswire/ — The Financial Planning Association® (AFP®), the leading membership organization and trade association for Certified Financial Planner™ professionals and those engaged in the financial planning process, today announced that theRead More →

New Jersey, United States – The Financial Planning Software Market research guides new entrants to obtain accurate market data and communicates with customers to learn about their needs and preferences. He identifies direct business opportunities and helps bring new products to market. It identifies opportunities in the market. It aimsRead More →

Toronto, Ontario–(Newsfile Corp. – July 8, 2022) – Sensor Technologies Corp. (CSE: SENS) (the “Company” or “Sensor”) wishes to announce that it has retained the services of Mr. Philip Wong as consulting financial advisor to the Company. Mr. Wong, who is a resident of Hong Kong, is currently a DirectorRead More →

The SEC is heeding calls from a government watchdog to step up its oversight of FINRA, but it is doing so behind closed doors. The Wall Street regulator, which is FINRA’s sole oversight agency, “generally agreed” with recommendations from the Government Accountability Office last December to improve its formal reviewRead More →

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 →

Receive instant alerts when news is published about your stocks. Claim your one week free trial for StreetInsider Premium here. MARKHAM, Ontario, May 31, 2022 (GLOBE NEWSWIRE) — Worldsource Wealth Management Inc. (Worldsource), a subsidiary of Guardian Capital Group Limited (Guardian), today announced the launch of cutting-edge financial planning fromRead More →