Russia’s invasion of Ukraine significantly increases cyber risk to the U.S. financial sector, which should fully comply with New York State Department of Financial Services cybersecurity regulations, the department said. in a warning issued last week. Industry guidelines indicate that Russia’s ongoing cyberattacks on Ukraine could spill over and damageRead 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 →

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 →

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 →

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 →

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 →

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 →

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 →

WASHINGTON, November 17, 2021 /PRNewswire/ — The CFP Board Center for Financial Planning (“Centre”) today announced that it will join the Financial Alliance for Racial Equity (FARE), a partnership of leading financial services organizations, associations and colleges and historically black universities (HBCUs). FARE was created in late 2020 by aRead More →

WASHINGTON, October 21, 2021 /PRNewswire/ — The CFP Board Center for Financial Planning (“Centre”) today announced the agenda for its fourth annual Diversity Summit and Career Fair, to be held virtually from November 17-19, 2021. Registration is free and all sessions will take place between 12:00 p.m. and 4:00 p.m.Read More →

Specializing in a modern approach to relationship-based financial planning, Clarity Financial Design uses a Design your financial future process to help women visualize, define and move towards their financial goals. “I am excited to launch my own comprehensive financial planning practice. Helping women plan and prepare for their financial futureRead More →

FINRA is considering new rules targeting the “narrow issue” of disclosures for wealth managers and other members who offer certain cryptocurrency assets, CEO Robert Cook said. Cook made the comment during a panel hosted with SEC Commissioner Hester Peirce and other regulators from New York Law School’s Ronald H. FillerRead More →

WASHINGTON, October 8, 2021 /PRNewswire/ — The CFP Board Center for Financial Planning (“Centre”) today announced that the fifth annual academic research colloquium (“Colloquium”) on financial planning and related disciplines will be held virtually on November 11-12 and 15-16, 2021. Tickets are available for purchase for $49 and many sessionsRead 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 →

Money / Financial Planning kate_sept2004 / Getty Images You’ve probably heard of the term financial consultant and you may be wondering what these professionals do. In general, they help you build wealth by designing the best strategy to achieve your goals based on your current financial situation. This includes everythingRead More →

For money-conscious consumers who need advanced financial planning services, a Certified Financial Consultant (CHFC) could be a great place to start. While ChFC may be less well known than the Certified Financial Planner (CFP) designation, advisors who earn it actually have even more training designed to enhance their financial planningRead More →