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Thirty-eight cyclists pushed their physical limits during a hot, sweltering summer day-June 21, being the start of the summer solstice and the longest day of the year- to ride in [...]

Insurance Agents, Financial Advisors Serving as Educators and Guides Will Thrive OMAHA, Neb., July 15, 2024 /PRNewswire/ -- To successfully navigate the mounting challenges in the retirement planning industry, insurance [...]

Key Highlights: *AIA Hong Kong & Macau leads MDRT rankings for 22 years. * AIA Hong Kong tops female MDRT membership chart. * AIA Macau achieves No.1 in MDRT for [...]

LOS ANGELES: LibraryBub has issued the following news release: Finance journalist Rob Carrick writes, 'Most of today's relevant personal finance authors write about retirement. The money side of retirement is [...]

As Canadians work their through post-pandemic vacation urges, advisors can play a role with spending plans, Sign up for the Globe Advisor weekly newsletter for professional financial advisers on our https://www.theglobeandmail.com/investing/globe-advisor/?utm_source=Globe%20Advisor&utm_medium=email&utm_campaign=newsletter&utm_content=2021-12-17_7&utm_term=advisor_weekly_cross_promote_advisor_markets&cu_id=6SJND3YLRIZaO5PUPgekOHYjPo35ExpC#globe-advisor-newsletters. Get exclusive investment industry news and insights, the week’s top headlines, and what you and [...]

FAIR Canada’s Jean-Paul Bureaud says the system has become too confusing for consumers, This is Globe Advisor’s weekly newsletter for professional financial advisors, published every Friday. If someone has forwarded this newsletter to you via e-mail, or you’re reading this on the web, [...]

Some business owners affected by the proposed changes may consider individual pension plans as an alternative retirement planning tool, Sign up for the Globe Advisor weekly newsletter for professional financial advisors on our https://www.theglobeandmail.com/investing/globe-advisor/?utm_source=Globe%20Advisor&utm_medium=email&utm_campaign=newsletter&utm_content=2021-12-17_7&utm_term=advisor_weekly_cross_promote_advisor_markets&cu_id=6SJND3YLRIZaO5PUPgekOHYjPo35ExpC#globe-advisor-newsletters. Get exclusive investment industry news and insights, the week’s top headlines, and what you and [...]

‘As an immigrant kid, I wanted to have a job that would pay well after graduation because my parents made so many sacrifices to bring us to Canada,’ says Felicia Lee of Clarity Planning, Sign up for the Globe Advisor weekly newsletter for professional financial advisors on our https://www.theglobeandmail.com/investing/globe-advisor/?utm_source=Globe%20Advisor&utm_medium=email&utm_campaign=newsletter&utm_content=2021-12-17_7&utm_term=advisor_weekly_cross_promote_advisor_markets&cu_id=6SJND3YLRIZaO5PUPgekOHYjPo35ExpC#globe-advisor-newsletters. Get exclusive investment industry news and insights, the week’s top headlines, and what you and [...]

Byline: By, Levi Winchester Most people will rely on a pension in their retirement -but what sort of lifestyle this gives you depends on how much you've saved during your [...]

Julia Chung, co-founder and chief executive officer of Vancouver-based Spring Planning Inc. and president of the Financial Planning Association of Canada, says financial independence has been a thread throughout her life, Sign up for the Globe Advisor weekly newsletter for professional financial advisors on our https://www.theglobeandmail.com/investing/globe-advisor/?utm_source=Globe%20Advisor&utm_medium=email&utm_campaign=newsletter&utm_content=2021-12-17_7&utm_term=advisor_weekly_cross_promote_advisor_markets&cu_id=6SJND3YLRIZaO5PUPgekOHYjPo35ExpC#globe-advisor-newsletters. Get exclusive investment industry news and insights, the week’s top headlines, and what you and [...]

COORDINATING UNIT OF THE PERIURBAN WATER AND SEWER PROGRAM - MMAYA-UCPPAAP, Bolivia has invited tenders for Individual Consulting by Product: Financial Planner Specialist Project Manager. Tender Notice No: 24-0086-05-1426884-1-1 Deadline: [...]

Byline: LVB Staff Jason A. Innantuono, CFP President, Employee Benefits Consultant and Financial Planner Indicon Inc. As an employee benefits consultant and financial planner, Jason Innantuono works with a broad [...]

Byline: SALMAAN FAROOQUI; Staff When couples meet with a financial planner, they'll most likely talk to one focused on saving, investing and leaving behind an inheritance for children. Which is [...]

Buying medical coverage and life insurance may seem like a costly expense at a time when many Canadian families are struggling financially, Sign up for the Globe Advisor weekly newsletter for professional financial advisors on our https://www.theglobeandmail.com/investing/globe-advisor/?utm_source=Globe%20Advisor&utm_medium=email&utm_campaign=newsletter&utm_content=2021-12-17_7&utm_term=advisor_weekly_cross_promote_advisor_markets&cu_id=6SJND3YLRIZaO5PUPgekOHYjPo35ExpC#globe-advisor-newsletters. Get exclusive investment industry news and insights, the week’s top headlines, and what you and [...]

M2 EQUITYBITES-August 14, 2024-Commonwealth Financial Network Adds Krueger Financial Services (C)2024 M2 COMMUNICATIONS http://www.m2.co.uk US-based Commonwealth Financial Network, a national firm dedicated to providing financial advisors with integrated business solutions, [...]

BANKING AND CREDIT NEWS-August 14, 2024-Commonwealth Financial Network Adds Krueger Financial Services (C)2024 M2 COMMUNICATIONS http://www.m2.co.uk US-based Commonwealth Financial Network, a national firm dedicated to providing financial advisors with integrated [...]

SAN FRANCISCO: Perigon Wealth Management has issued the following news release: Perigon Wealth Management LLC ('Perigon'), a rapidly growing independent wealth management firm with offices across the country and approximately [...]

Former Commonwealth Team Joins Perigon as Advisors SAN FRANCISCO, June 27, 2024 /PRNewswire/ -- Perigon Wealth Management LLC ('Perigon'), a rapidly growing independent wealth management firm with offices across the [...]

Following is the company information of BARCLAY & BOND FINANCIAL PLANNERS LLP Company Name: BARCLAY & BOND FINANCIAL PLANNERS LLP Registered address: Finlay Office Lomond Court, Castle Business Park, Stirling, [...]

Key Highlights: * AIA Hong Kong expands to new office at AIRSIDE in Kai Tak. * AIA Hong Kong becomes the largest tenant at AIRSIDE. * AIA Hong Kong has [...]

Minneapolis: Ameriprise Financial, Inc. (AMP) has issued the following press release: Private Wealth Advisor Kyle Rasmussen, CFP(r), APMAtm and Financial Advisor Nick Blasberg recently joined the independent channel of Ameriprise [...]

Advisor Kyle Rasmussen says he missed the wraparound support and resources at Ameriprise that help him serve clients and grow his practice MINNEAPOLIS -- Private Wealth Advisor Kyle Rasmussen, CFP([R]), [...]

MINNEAPOLIS--(BUSINESS WIRE)--Jun 4, 2024-- Private Wealth Advisor Kyle Rasmussen, CFP ®, APMA ™ and Financial Advisor Nick Blasberg recently joined the independent channel of Ameriprise Financial, Inc. (NYSE: AMP) from [...]

WASHINGTON: CFP Board has issued the following news release: CFP Board today announced Simone Lee of Merrill Wealth Management as the 100,000th CERTIFIED FINANCIAL PLANNERTM professional in the U.S. -- [...]

(GlobeNewswire) - Industry expert and Corporate Financial Planner at Nexxess Business Advisors, Scott McGrath, unravels the misconceptions involved in paying taxes, shedding light on how specialized trusts can revolutionize business [...]

DENVER and SAN JUAN, Puerto Rico: Financial Planning Association has issued the following news release: The Financial Planning Association(r) (FPA(r)), the leading membership organization and trade association for CERTIFIED FINANCIAL [...]

SAN DIEGO, May 29, 2024 (GLOBE NEWSWIRE) -- https://www.globenewswire.com/Tracker?data=CsFZ7l0cqgOCYHN3CEE7BIDqXdQinxMQjIvG06hScx7I_WaPXUuQxVUj77VaTF1JRT9blVjdUPOPoJ4lYw836w== (Nasdaq:LPLA) announced today that the advisors of FSI Wealth Management have joined LPL Financial's broker-dealer, RIA and custodial platforms. The team [...]

100K Milestone Reflects Growth of Certification, Interest in Financial Planning Careers WASHINGTON, May 29, 2024 /PRNewswire/ -- CFP Board today announced https://c212.net/c/link/?t=0&l=en&o=4177788-1&h=2023774384&u=https%3A%2F%2Fwww.youtube.com%2Fwatch%3Fv%3D9SkYwcvljys&a=Simone+Lee of Merrill Wealth Management as the 100,000th CERTIFIED [...]

Family takaful agents can now register and sit for the Malaysian Financial Planning Council (MFPC) Shariah-Registered Financial Planner (SRFP) Module 2 (M2) examination through the Takaful Basic Examination (TBE) portal [...]

Melissa McIsaac achieved the Chartered Financial Consultant (ChFC) Designation from The American College of Financial Services. The ChFC designation signifies expertise in financial planning. Georgetown Lawley Group, founded in 1987 [...]

Byline: Rob Burgess The hit YouTube interview show 'Hot Ones' promises 'hot questions and even hotter wings.' On that show,questions are posed tocelebrities asthey struggle through a gauntlet of 10 [...]

Byline: Rob Burgess Blog posts, emails and videos are among the numerous ways generative AI has entered advisors' lives over the past 18 months. Jason Pereira, senior partner and financial [...]

Kuala Lumpur: The company has shared following information with Bursa Malaysia Stock Exchange on its website: Change in Principal Officer EURO HOLDINGS BERHAD Date of change 09 May 2024 Name [...]

CHORLEY: Perspective Financial Group Ltd ('Perspective' or the 'Group') announced today that Charlesbank Capital Partners ('Charlesbank') has completed its previously announced investment in Perspective, following receipt of regulatory approval from [...]

(GlobeNewswire) - Perspective Financial Group Ltd (Perspective or the Group) announced today that Charlesbank Capital Partners (Charlesbank) has completed its previously announced investment in Perspective, following receipt of regulatory approval [...]

(GlobeNewswire) - As demand for financial planners increases across the U.S., one company is using technology to transform the process of generating clients and filling niches in the marketplace. And [...]

Palo Alto, California, May 07, 2024 (GLOBE NEWSWIRE) -- As demand for financial planners increases across the U.S., one company is using technology to transform the process of generating clients [...]

Kuala Lumpur: The company has shared following information with Bursa Malaysia Stock Exchange on its website: Change in Boardroom FOUNDPAC GROUP BERHAD Date of change 01 Apr 2024 Name DATO' [...]

SAVANNAH, GA, April 25, 2024 (GLOBE NEWSWIRE) -- https://www.globenewswire.com/Tracker?data=qCt3i7WZfnbZOZWg8Wca40SXDLX3qvuR-f1CVM9zO37KxG9di5qX24pnCFmWoRwJvXBLlDvpN0NQzoa5FWeuEcftYLJdQr4VYPINMbkJz6g= ('Sound View'), an independent family-centered investment firm based in Savannah, Georgia, with offices in Statesboro, GA, and Bluffton, South Carolina, is [...]

LOS ANGELES: Ritholtz Wealth Management (RWM), a national RIA overseeing more than $4 billion in assets for high-net-worth clients and institutions, today announced the opening of a new office in [...]

As a Wealth Advisor and Co-Founder of IntentGen Financial Partners, Zac Larson encourages his clients and colleagues to find meaningful ways to give back to their communities. Larson's love of [...]

Firm with holistic approach to wealth management now serves clients from coast to coast with 11 offices LOS ANGELES -- Ritholtz Wealth Management (RWM), a national RIA overseeing more than [...]