Colorado regulators have revised guidelines that outline their concerns about financial planning fees, but the changes have not appeased critics. The Colorado Division of Securities has edited its guide to ongoing financial planning and released the new version earlier this week. The paper outlines compliance gaps the agency has foundRead More →

How to Become a Financial Beast™ offers information on how to leverage your healthcare practice profits to build personal wealth and sell your business for a premium. Upon its debut, the book reached the top of several bestseller lists around the world. “How to Become a Financial Beast” launched onRead More →

Personal financial planning Introduction: There is no shortage of financial resources for education. A number of academics work diligently in the field of finance. Many theories have been proposed and so many assumptions have been proven wrong. Thousands of people graduate with a major in finance every year. Even so,Read More →

The partnership will see Decision Lens integrated with cBEYONData’s CFO Control Tower solution to further assist federal financial management organizations. The capability assessment that the CFO Control Tower brings to our platform reinforces our mission to help the Department of Defense reform the PPBE process. — John Saaty, CEO ofRead More →

Singapore, November 2, 2022… The Monetary Authority of Singapore (MAS) and the Smart Nation and Digital Government Group (SNDGG) today announced that individuals will now be able to access and digitally aggregate information about their insurance policies. life, accident and sickness insurance between different participating insurers. 2 The inclusion ofRead More →

EDITOR’S CHOICEFree access to the best insights and insights – curated by our editors. Nearly two years after being charged with the murder of a client and a fraudulent million-dollar scam, incarcerated former financial adviser Keith Todd Ashley has been barred from the industry. FINRA said that his case againstRead 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 →

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 →

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 →

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 →

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 →

Ex-corporate lawyer Erika Kullberg has found a much better life on TikTok. His video explaining Nike’s shoe return policy has been viewed over 74.8 million times, making Kullberg the most influential personal finance content creator on TikTok. With 8.9 million subscribers, Kullberg earns a potential average of $7,040 per sponsoredRead More →

Pune, Maharashtra, India, September 27 2022 (Wiredrelease) –:Global Tuberculosis Screening Market aims to leverage insights and insights derived from qualitative and quantitative data assessments for the forecast period 2022-2029 . The Tuberculosis Testing market report includes specific segments by region (country), manufacturers, type and application. Each type gives dataRead More →

WASHINGTON, September 27, 2022 /PRNewswire/ — The CFP Board Center for Financial Planning (“Centre”) today announced that the sixth annual academic research colloquium (“Colloquium”) on financial planning and related disciplines will be held in person at Conrad washington d.c.on October 24-25, 2022. Many sessions of the colloquium will be eligibleRead More →

In 2023, Whitman-Walker plans to open the doors to its largest health care and research center yet – on the St. Elizabeths East campus. They detail behind-the-scenes financial planning with EagleBank during OMCP’s Small Business September. Despite the strain of providing healthcare services during the COVID-19 pandemic and navigating otherRead More →

WASHINGTON, September 20, 2022 /PRNewswire/ — The CFP Board Center for Financial Planning (“Centre”) today announced sponsors for its fifth annual Diversity Summit and Career Fair. The Diversity Summit will be held in person at Conrad washington d.c.on October 27, 2022followed by a virtual job fair on October 28. ThisRead 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 →

WASHINGTON, September 1, 2022 /PRNewswire/ — The CFP Board Center for Financial Planning (“Center”), Schwab Advisor Services and the Charles Schwab Foundation today announced the launch of a collaborative fellowship to support individuals seeking CFP® certification in underrepresented populations in the profession. The Charles Schwab Foundation CFP® Certification Scholarship isRead 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 →

ABINGDON, Va., August 31, 2022 /PRNewswire/ — In its mission to become its clients’ most valuable resource, Concord Wealth Partners (CWP), an independent registered investment advisory firm, has officially launched its new website Concord’s The new website aims to bridge the gap between clients and advisors with a newRead More →

WASHINGTON, August 30, 2022 /PRNewswire/ — The CFP Board Center for Financial Planning (“Center”) and Wealthspire Advisors LLC, a registered investment adviser and subsidiary of NFP Corp., today announced the launch of The Wealthspire Advisors CFP® Diversity Scholarship certification to advance a more diverse financial planning profession. The scholarship providesRead More →

An overwhelming lack of gender, racial and cultural diversity has remained a sore spot for the investment and financial advisory industry for decades. Roughly 79% of America’s 434,000 financial advisors are white (Caucasian). And only 31% of financial advisors are women. Minority groups are significantly under-represented. Only 8.1% of councilorsRead More →

Kapnisi Joins a Nationally Recognized Financial Planning and Investment Advisory Firm as a Senior Financial Planner in Mason’s Private Client Division RESTON, Go., August 29, 2022 /PRNewswire/ — Mason Investment Advisory Services, Inc., a Reston, Virginia Registered investment advisory and financial planning firm is pleased to announce that Lee KapnisiRead More →

WASHINGTON, August 25, 2022 /PRNewswire/ — The CFP Board Center for Financial Planning (“Centre”) today announced the agenda for its fifth annual Diversity Summit and Career Fair. The Diversity Summit will be held in person at the Conrad Hilton in washington d.c.on October 27, 2022followed by a virtual job fairRead 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 →

WASHINGTON, August 23, 2022 /PRNewswire/ — The CFP Board Center for Financial Planning (“Center”) and Mission Wealth Management, LP today announced the launch of Mission Wealth Scholars, a scholarship program that aims to advance the profession of financial planning by providing financial assistance to individuals suing Call for Proposals® certificationRead More →

Anyone who has ever tried to save money knows how complicated managing financial goals can be. You leave with the best intentions in the world, but it’s all too easy to get distracted by unexpected expenses or a sudden drop in income. It may seem like your financial goals areRead More →

During Women’s Month, we as women often take time to reflect on how we can empower ourselves, break down barriers, and eliminate the stigma surrounding our inclusion in financial planning. In many cultures, when women marry, they are usually encouraged to cede all primary responsibilities to their spouse, thereby identifyingRead 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 →

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 →