TORONTO, January 12, 2022 /PRNewswire/ — Planswell, the financial planning company offering free, personalized financial plans to consumers in less than three minutes, today announced upgraded features for advisors using its software for free. Advisors can now help clients plan for big spending goals like a dream vacation, as wellRead More →
More retirees would apply for their Social Security benefits online if they knew they could do it and get answers to basic questions about the process, according to a new study. Only about 35% of retirees apply for their Social Security benefits entirely online, without any phone calls or visitsRead 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 →
A Financial Times writer asked his Instagram followers to describe their feelings about pensions in one word. ‘Confused’, ‘lost’ and ‘uninformed’ were the top responses. But why does the mention of pensions have to evoke these feelings? Singapore’s Central Provident Fund Board (CPFB) has set itself the task of makingRead More →
Job : November 19, 2021 / 11:48 a.m. CST / Update: November 19, 2021 / 11:48 a.m. CST Managing Partner Dennis Bielik and Senior Advisor John Fowler, both of Trusted Capital Group, joined Studio 512 co-host Stephanie Gilbert to talk financial and retirement planning. “If you ever played board gamesRead 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 →
Only a third of Canadians fully understand what a financial plan is Over 80% (wrongly) think it’s just about investment management Canadians who have a plan are three times more confident they will achieve their financial goals TORONTO, November 12, 2021 /CNW/ – To mark Financial Literacy Month, IG WealthRead More →
UK: Retirement Rule 1: Don’t Run Out of Money – Financial Planning Week October 27, 2021 Hillier Hopkins To print this article, all you need to do is be registered or log in to Mondaq.com. This article was provided by Satis Wealth Management, a sister company ofRead More →
CHICAGO, October 19, 2021 /PRNewswire/ — Hightower today announced that it has joined the Foundation for Financial Planning (FFP), the nation’s only 501(c)(3) nonprofit charitable organization dedicated solely to supporting the provision of pro bono financial planning, as a 2021 impact partner. Founded in 1995 by advisors seeking to giveRead More →
Retirement planning (45%), general health and well-being (23%) and estate planning (23%) are the most important topics discussed between an investor and their advisor, respondents said. Among those leaving an inheritance, the most common concern was how the high cost of living and home ownership would affect their heirs. AsRead More →
Financial advisors with some experience in their field often pursue ChFC to broaden and deepen their practice, as the courses touch on many modern financial planning topics. According to the American College of Financial Services, more than 40,000 people have earned the designation. Here’s how to get a ChFC andRead 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 →