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 →

“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 →

ST. PETERSBURG, Fla.–(BUSINESS WIRE)–A Philadelphia financial planning team today announced its partnership with Dynasty Financial Partners and the launch of an independent wealth management firm, Presilium Private Wealth. Presilium Private Wealth is an independent wealth management company, offering individuals simplified solutions supported by detailed financial plans. Four professionals from MerrillRead More →

(News USA) – Given the unique challenges and frequent unpredictability of a military lifestyle, financial planning is especially valuable and necessary for military families. There are several opportunities for military families to achieve their financial and savings goals, such as low-cost investments, loans, insurance, and legal protection. Applying the sameRead More →

According to a new study, millions of 403(b) plan participants across the country pay widely varying fees and choose from vastly different investment menus. Customers primarily from schools, universities, healthcare professions, religious organizations, and certain other public employees or non-profit workers pay record keeping and administration fees of between 0.0008%Read More →

Although most RIAs registered with the SEC will not receive a review this year, consulting practices that do get an audit will already have a full cheat sheet on hand. This is because the regulator has provided financial advisors and other wealth management professionals with its annual list of prioritiesRead More →

Financial advisors can get worn by discerning clients, especially those who have unreasonable expectations of market returns or spend too much in retirement. But mental frustration goes both ways, and when it comes to taxes, things can get dangerous. Wealthy investors are growing increasingly exhausted thinking about the Biden administration’sRead More →

Hispanic customers are an important demographic for advisors in the future. Hispanics are the demographic group most likely (26%) to say they feel “motivated” when thinking about financial planning in today’s environment, according to a survey by Lincoln Financial Group. The company’s monthly Consumer Sentiment Tracker also noted that theRead More →

TIAA has been named the Official Retirement Financial Planning Partner of the NBA’s Charlotte Hornets. Tweet that “We are thrilled to partner with TIAA and have them as our official retirement financial planning partner,” said Hornets Sports & Entertainment. President & Vice-president Fred Whitfield. “The culture and values ​​of ourRead More →

Advyzon, one of Financial planning best fintechs to work foris the latest wealth technology company to offer outsourced investment management services. The company – which provides an all-in-one technology solution including CRM, portfolio management and reporting to approximately 1,000 financial advisors – announced the launch of Advyzon Investment Management (AIM),Read More →

Company’s Proprietary Planning Platform Named Best InsurTech Solution MILWAUKEE, March 17, 2022 /PRNewswire/ — North West MutualEfforts to create the most exceptional customer experience in the financial industry are garnering industry attention and praise. Today, financial services company FORTUNE 90 announces that its proprietary financial planning platform has won “BestRead More →

Intermountain Healthcare has a reputation for being an innovative healthcare system, with caregivers and IT managers always looking for ways to expand its footprint and broaden the options for patients to receive care in their preferred environment, whether virtual or in person. This mission applies to Intermountain’s hospitals, medical groups,Read More →

MUNCIE, Ind., March 10, 2022 /PRNewswire/ — Moneytree Software, LTD, an Accutech Systems Corporation company and a leading provider of cloud-based financial planning solutions, today announces the celebration of 40 years of growth and success in the financial planning industry, as well as a new summary feature within the MoneytreeRead More →

The coronavirus pandemic has helped increase awareness of the benefits of financial planning among younger generations, according to the National IFA Continuum. The IFA has found that the pandemic has left clients more open to including family members in the estate planning process. As a result, more Continuum clients areRead More →

During today’s troubling financial times, many investors are wondering what to do to protect their families. The best solution is to have a written financial plan that creates a blueprint or map to guide your financial future. There must be coordination between investments, taxes, social security, inheritance planning, and allRead More →

James Mullane, Director of PPS Financial has 15 years experience in financial services. He has experience advising public and private sector clients. Here he talks about trying to reduce the impact of inflation on your quality of life: While the pandemic has undoubtedly caused very difficult health and social issues,Read More →

WASHINGTON, February 16, 2022 /PRNewswire/ — The CFP Board Center for Financial Planning (“Centre”) today released a new report titled “Metrics that Matter: Best Practices From Diversity, Equity and Inclusion Practitioners and Academics.” The report is comprised of five articles that discuss the importance of metrics for diversity, equity andRead More →

THE month of February of love is the best time to show affection to your partner and loved ones. Back then, most of us would probably have planned dinners at a fancy restaurant or sent flowers to your loved one’s place of residence or work. But whatRead More →

As companies battle to retain workers amid the ‘big quit’, many are offering enhanced employee benefits. Benefits for financial well-being, in particular, are on the riseAbove all those that provide access to personalized or adapted advice. Based in New York Extra wealthwhich was released today, speaks to the 87% ofRead More →

A former registered securities general representative has agreed to pay $10,000 to settle charges from the Financial Industry Regulatory Authority that he violated Municipal Securities Regulatory Commission rules when he exercised his discretion over a client’s account without first obtaining their written consent. Michael G. Mancinelli, who is no longerRead More →

Abrn has appointed Sarah Deaves to lead financial planning for its personal wealth management business. In addition to leading the financial planning unit, Deaves will work alongside Paul Titterton to assess how digital can improve the company’s financial planning proposition. Titterton recently assumed responsibility as Head of Digital Solutions withinRead More →

With our annual rankings, Financial planning recognizes the best young brokers in the industry among distribution houses and regional companies. The top 40 regional brokers under 40 generate $87.3 million in collective annual revenue at an average of $2.2 million per rep over the last 12 months of production whileRead More →

Frisco TX-Hinckley Cook? (972-335-1553?) announces that it has updated its financial services for people looking to improve their personal financial management. The full-service agency prides itself on its fast and transparent packages. Frisco, USA – February 1, 2022 — Helping clients navigate complex tax preparation and cash flow management, HinckleyRead More →

New York, NY, February 1, 2022 – Three advisors from JP Morgan Wealth Management were rewarded Financial planning2022 Annual List of the Top 40 Financial Advisors Under 40. Financial planning recognized the following advisors for their outstanding performance: Michael Briese, Private Client Advisor – New York, NY David Li, HeritageRead More →

Best Accounting Practice Management Software_GoodFirms GoodFirms GoodFirms unveils a reliable list of accounting, budgeting and financial planning software evaluated by several search parameters. Recognized accounting software eliminates manual tasks, improves efficiency, increases scalability and more. — Search GoodFirms WASHINGTON DC, WASHINGTON, USA, Feb. 1, 2022 / — Accounting is theRead More →

More than seven in 10 U.S. investors consider low-cost index funds the best way to build long-term wealth, according to a Gallup poll from September 2021. Are they? For two decades, the biggest players in the asset management industry have been preaching a simple message to traditional investors: Forget theRead More →

WASHINGTON, January 27, 2022 /PRNewswire/ — The CFP Board Center for Financial Planning (“Centre”) today announced a new one-year record for scholarships awarded to students and recent graduates working toward CFP® certification. The Center introduced 80 new scholarships in 2021 (a 67% increase from 48 scholarships in 2020), offering moreRead More →

A licensed financial planning firm based in Liverpool has been acquired by a holding company of Cairngorm Capital Partners. Pavis Financial Management has been acquired by Sussex-based Verso Wealth Management. The acquisition advances Verso’s ambitions to build a national digital wealth management group. Founded in 1992, Pavis serves private clientsRead More →

The Federal Reserve is the most powerful financial institution in the world. One way or another, his actions and policies touch your daily life. Here are some things you should know about this powerful but misunderstood institution. The Federal Reserve is the central bank of the United States of America.Read More →

Among the millions of new retail investors during the pandemic and concerns about Low financial literacy of Americans, FINRA plans to issue a regulatory notice on the cryptocurrency. Guidance to more than 3,400 firms and 617,000 registered representatives overseen by FINRA will cover “rules relating to the sale of cryptoRead More →

BOSTON, January 19, 2022 /PRNewswire/ — Concord Wealth Partners, an independent registered investment advisory firm (“RIA”), has formed a strategic partnership with Coppertree Financial Planning, LLC, a $230 million AUM RIA based in Greater Boston. New England-based Coppertree LLC has joined Concord Wealth Partners and will operate as a newRead More →

With several fundraising deals in recent weeks, the wave towards alternative investments shows no signs of collapsing in the new year. On Tuesday, CAIS, a digital platform providing financial advisors with access to alternative funds and products, announced a $225 million funding round led by Apollo and Motive Partners, withRead More →

(News USA) – The new year has just begun, but it’s never too early to review your financial plan in order to reach your financial goals for 2022. Now is a great time to take steps to reduce your tax liabilities in 2022, according to Dan Mathews, a CERTIFIED FINANCIALRead More →

Even highly educated people make serious mistakes when planning their finances. Getty Most people are really bad at personal financial planning. Among the errors: they save too little or they save too much; they buy the wrong amount of life insurance; they leave large sums of social security benefits onRead More →