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 →

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 →

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 →

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 →

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 →