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 /EINPresswire.com/ — 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 →

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 →

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 →

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 →

“I will effectively be the chief adviser,” Van Cauwenberghe said in an email to Advisor Advantage. In this role, Van Cauwenberghe oversees the division’s three teams: the Advanced Financial Planning Group, comprised of the firm’s 40 tax and estate professionals; IG University, the firm’s advisor training group; and the NetworkRead More →

With the mass movement towards index funds giving asset managers a large number of shareholder votes in publicly traded companies, companies are facing increased pressure to use this power to drive change. A group of unions, corporate responsibility organizations, religious leaders and other investors accuse asset managers of making ‘publicRead More →

Derry Gadson of Elkhart is an Independent Investment Advisor and Financial Consultant Derry Gadson of Elkhart recently explained what a financial consultant is and how hiring one can change your life. A financial consultant can take a lot of the stress and worry out of financial planning” —Derry Gadson ELKHART,,Read More →

These professionals do a comprehensive analysis of your entire financial life, help you identify your goals, and then create an investment and insurance strategy to achieve those goals. Estate planning is often offered by a certified financial planner and includes wills, trusts, tax planning, inheritance and end-of-life planning. Usually, butRead More →

The world is full of abbreviations, especially when it comes to investments. For retail investors, the plethora of abbreviations can be overwhelming and for many daunting. Money.co.uk, a free online comparison service that lets you compare thousands of financial products, wanted to find out which financial abbreviations Americans understand theRead More →

The SEC needs better metrics, accountability and disclosure in its frequent FINRA reviews and inspections, according to a government oversight agency. As the sole entity overseeing the self-regulatory organization, the SEC has reviewed FINRA at least 69 times over the past three fiscal years in 10 different areas of itsRead More →

Financial consultant, Charles Mensah advised everyone, especially economic operators, not to borrow to spend during the Christmas festivities. Speaking on JoyNews’ PM Express on Thursday, he said commercial operators should consider planning early in the year. He also noted that employers who borrow to pay Christmas bonuses “is like borrowingRead More →

MUNCIE, Ind., December 16, 2021 /PRNewswire/ — Moneytree Software, LTD, an Accutech Systems Corporation company and a leading provider of cloud-based financial planning solutions, today announced the acquisition of eFinPlan, a website for to help individuals understand the importance of sound financial planning. “At Moneytree, we recognize that improving financialRead More →

Financial Planning Software Market 2022-2028 A new market study, titled “Upcoming Trends, Growth Drivers, and Challenges of the Financial Planning Software Market” was featured on fusionmarketresearch. The description This comprehensive study of financial planning software The market offers an overview of the existing market trends, drivers, restraints, and metrics andRead More →

OSWEGO — Craig Fitzpatrick has been named vice president, financial consultant at Pathfinder Bank, according to Ronald G. Tascarella, senior vice president and chief sales officer. “Craig’s deep investment knowledge and commitment to client service has been instrumental in growing our investment services revenue since he joined our team inRead More →

Wealth management firm Ehrenkranz Partners and financial advisor Investindustrial signed offers for a total of 27,097 square feet on Seagram Building in two of the largest recent expansions and new leases in RFR Real Estate property. Ehrenkranz snagged 17,519 square feet across the entire 21st floor of the approximately 850,000Read More →

Florida’s top economist said Thursday that the Legislative Assembly may consider adding a few hours of tax and financial advice to the list of benefits the state of Florida offers its employees. Amy Baker, the coordinator for Florida’s Bureau of Economic and Demographic Research, said currently fewer than 5,000 peopleRead More →

Investments companies are making in mobile apps are starting to pay off, but the financial advisory industry still has a long way to go. According to JD Power, three-quarters of wealth management companies have improved the functionality of their apps in the past year, up from 44% in 2020. AsRead More →

WASHINGTON, November 23, 2021 /PRNewswire/ — The CFP Board Center for Financial Planning (“Centre”) today announced the winners of the 2021 Best Paper Awards. Finance and Related Disciplines (“Symposium”), which took place on November 11-16, 2021. The Colloquium is an international gathering of researchers, practitioners, graduate students and leaders inRead More →

The Center administers scholarships to help qualified individuals complete the education and examination requirements as part of the CFP® certification process. Fellowships offered in conjunction with the College for Financial Planning® help the Center achieve its mission of creating a more diverse and sustainable financial planning profession. It also allowsRead More →