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 →

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 →

“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 →

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 →

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 →

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 →

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 →

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 →

Financial adviser John Bovard, owner of Incline Wealth Advisors, said hiring talent has become a headache lately. To fill vacancies, the Cincinnati-based company began expanding the range of acceptable qualifications from those with traditional financial backgrounds to a broader pool, including younger applicants who were business majors at the collegeRead More →

With the recent market downturn, I’ve received a lot of questions about bear markets and how best to answer them. Here are some frequently asked questions that might be helpful. Q: What is a bear market and how is it different from a market correction? A: There is no “official”Read More →

This year’s Morningstar Annual Investing Conference in Chicago touched on big themes and new ideas on its first day: the individualization of investing, inflation, changes in sustainable investing and the risk of recession due to Russia’s invasion of Ukraine. From “active customization” to “shoring friends” to SUVs and Formula 1Read More →

Disclosures: This document does not provide personalized investment advice. It has been prepared without taking into account the personal financial situation and objectives of the people who receive it. Morgan Stanley Smith Barney LLC (“Morgan Stanley”) recommends that investors independently evaluate specific investments and strategies, and encourages investors to seekRead More →

NEW YORK–(BUSINESS WIRE)–May 11, 2022– Equitable, a leading financial services company and subsidiary of Equitable Holdings (NYSE: EQH), has launched a unique partnership and curriculum with Columbia University. The program invites finance professionals to study a specific curriculum focused on holistic financial planning and supporting clients in achieving their lifeRead More →

NEW YORK–(BUSINESS WIRE)–Equitable, a leading financial services company and subsidiary of Equitable Holdings (NYSE: EQH), has launched a unique partnership and curriculum with Columbia University. The program invites finance professionals to study a specific program focused on holistic financial planning and supporting clients in achieving their life goals and dreams.Read More →

Acquiring wealth management group Fairstone has completed the purchase of a Cumbrian financial planning firm as the latest addition to its growing portfolio. North East-based Fairstone said Carlisle-based Financial Concepts directors Darren Turnbull, Anthony Phillipson and Nigel Shackleton decided to join Fairstone to support growth ambitions. Financial Concepts joined Fairstone’sRead More →

What do you want to know Orion’s new tool helps advisors keep clients calm during market volatility and improves financial results. Envestnet announces several spring updates that improve its platform. Snappy Kraken acquired industry website builder and advisor website from existing integration partner. Orion Advisor Solutions has added behavioral financeRead More →

NEW YORK, May 3, 2022 /PRNewswire/ — ALM has released a new headline, The psychology of financial planningdeveloped in partnership with the Certified Financial Planner Board of Standards, Inc. (CFP Board). The psychology of financial planning is the first title to cover the six core knowledge topics in the fieldRead More →

Nobody likes a surprise letter from the IRS. But for financial advisers whose clients are audited, the inconvenience presents an opportunity. By familiarizing themselves with how the dreaded process works, wealth planners can uncover a client’s honest mistakes, questionable moves, or unrealistic assumptions about investment returns. At a minimum, holdingRead More →

For a former Fidelity executive, bitcoin in workplace pension plans evokes a very non-digital analogy: birth control. Start with the real world: a FOMO-fueled frenzy about the biggest investment trend of the 21st century, in which dozens of people are feverishly trading volatile cryptocurrencies on platforms like Coinbase. Laura Varas,Read More →

“College,” a financial roadmap for educating students and parents, is now available to Wailuku Federal Credit Union members. Artistic courtesy: CURevl The Wailuku Federal Credit Union now offers its members a college planning resource called Colleging, which was developed by a Texas-based credit union service organization that focuses on educationRead More →


Whether you’re attending college or a career-training school, you may have difficulty obtaining a student loan if you intend to enroll in just a few courses every semester. Numerous lenders demand borrowers to be enrolled in school at least half-time. What you should know if you are a part-time studentRead More →

Kathleen Kenealy, Director of Financial Planning, invites Tim Gibson, Managing Partner at McWalter Volunteer Insurance Agency, to answer some of the most frequently asked questions about life insurance. Listen now as they explain why you should consider getting life insurance, how much cover you might need and how you canRead More →

In one of the biggest recruitment moves among independent wealth managers this year, a firm overseeing 2,000 employer-sponsored pension plans has switched brokerages. Gallagher’s Retirement, Investment & Fiduciary Consulting Practices, which has more than 90 advisors and 50 support staff with listed discretionary assets under management of $6.27 billion onRead More →

By word in black Photography by RODNAE Productions/Pexels (WIB) – It’s healthy to start thinking about what to do if you’re diagnosed with Alzheimer’s disease or another dementia causing memory loss or death. Routine care costs can include diagnostic and follow-up visits, prescription drugs and, in some cases, full-time residentialRead More →

News and research before you hear about it on CNBC and others. Claim your one week free trial for StreetInsider Premium here. Team previously managed Approximately $350 million in client assets; Major focus on marketing with transition to independence ST. PETERSBURG, Fla.–(BUSINESS WIRE)–A Philadelphia financial planning team today announced itsRead More →