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 →
Only two companies offer low-cost computer-generated financial advice, although it is available for four years. The robo-advisor (also known as digital advice) was provided by a licensed financial advisor and was a major step up from other digital tools, such as a chat-bot, which were designed to help investors toRead 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 →
Hand holding a piece of puzzle with words Financial Planning. business concept Getty Conventional planning, in my view, is wishful thinking and dangerous. Conventional planning was designed by Wall Street to sell products, not to obey common sense economic principles. This is why no economics or finance department teaches conventionalRead More →
Some financial planners will deliver what I would call “an assessment that doesn’t have to be … [+] your best interests” as a suitability assessment, rather than an assessment of “your best interests”. To consider The term financial planning is often used casually. And the term financial advisor also appliesRead More →
Retirees and near-retirees often don’t know what they are looking for when looking for a financial advisor. We know this because of the emptiness of the sales pitches consulting firms use to get our retirement planning business. Since these companies often employ some of Madison Avenue’s best public relations firms,Read More →
While men appear to be more vulnerable to the COVID-19 virus itself, women have been much more financially impacted by the pandemic. Additionally, the spread of the Delta variant, and now Omicron, and the continued uncertainty around the economy means that the impact of the pandemic on women and theirRead More →
TORONTO, December 14, 2021 /PRNewswire/ — Planswellthe financial planning engine that delivers free, personalized financial plans to consumers in less than three minutes, today announced that it will offer its advanced financial planning software to financial advisors in the United States and Canada free. Financial advisors will be able toRead More →
Worldsource will offer a platform as an enterprise-wide solution to the entire wealth management segment MARKHAM, Ont., Dec. 14 10, 2021 (GLOBE NEWSWIRE) — Worldsource Wealth Management Inc. (Worldsource), a subsidiary of Guardian Capital Group Limited (Guardian), today announced that it has entered into an agreement with Conquest Planning (Conquest)Read More →
What do you want to know FFP seeks to support its growing set of pro bono programs. FFP has already raised almost a million dollars. Founded in 1995, FFP provides pro bono financial advice and planning to financially vulnerable groups. The nonprofit Foundation for Financial Planning announced last week thatRead 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 →
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 →
TORONTO, October 29, 2021 /CNW/ – FP Canada is pleased to host the 13and the annual Financial Planning Week and new expanded virtual conference, taking place from November 23-November 25, 2021. The theme this year is Connect.Grow.Achieve. The conference, moderated by CTV’s chief commentator, Patricia Lovett-Reid, CFP®brings together professional financialRead More →
eMoney Advisor announces its new partnership with the Foundation for Financial Planning (FFP). Tweet that “We are deeply committed to giving back and advancing our vision of financial peace of mind for all. Together with FFP, we can leverage technology and industry expertise to provide financial advice to communities theRead More →
The financial services industry employs a mix of professionals, such as financial consultants and financial advisors, who use titles interchangeably to guide people on how to invest their money for retirement. These securities can be confusing for investors when hiring someone to manage their assets. “The financial services industry hasRead More →
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India has just started to recover from the second wave of the pandemic, but the fear that the third wave will hit us harder is still something that worries us all. India’s GDP contracted by 7.3% in 2020-21. Unemployment rates are skyrocketing and MSMEs are starting to close. People, especiallyRead More →
Are you overwhelmed with your finances but don’t even know where to start to get them in order? You have several options: bury your head in the sand, subscribe to personal finance blogs and podcasts to learn from others, or hire a finance professional. If you found your way toRead More →
A financial adviser is a type of financial adviser. A financial consultant will perform an audit of your current financial situation and develop a plan to help you achieve your future goals. Definition of financial consultant Financial consultants work with their clients to better understand their assets and what theyRead More →
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Financial Analysts VS Financial Consultants: An Overview At first glance, financial analysts and financial consultants perform very similar functions. Both act as financial, economic and investment experts, and help other professionals make more informed financial decisions. Dig a little deeper, though, and you’ll see that analysts and consultants focus onRead More →