Search

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 [...]

Byline: CLARE O'HARA; Staff The head of Canada's largest professional association of financial planners says she is disappointed and concerned that Ontario's financial services regulator has approved a designation with [...]

Financial advisers typically help clients manage their investments, while financial planners help clients prepare to meet a goal such as retirement or a child’s education, The head of Canada’s largest professional association of financial planners says she is disappointed and concerned that Ontario’s financial services regulator has approved a designation with a similar name to [...]

Byline: NJBIZ STAFF Lorraine R. Salvo, CFP, CDFA Managing Director, Private Wealth Management & Head of Financial Planning Palisade Capital Management, LP Women and men tend to lead differently. What [...]

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 [...]

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 [...]

SAN DIEGO: Dunham & Associates Investment Counsel, Inc. has issued the following news release: Dunham & Associates Investment Counsel, Inc. ('Dunham') is pleased to announce the launch of the Dunham [...]

Dunham Retirement Income Program Seamlessly Integrates Comprehensive Planning Tools, Back-Office Support, and Innovative Investment Strategies That Can Help Advisors Prepare Clients to Retire SAN DIEGO, April 16, 2024 /PRNewswire/ -- [...]

WASHINGTON--(BUSINESS WIRE)--Apr 5, 2024-- Certified Financial Planner Board of Standards, Inc. (CFP Board) announced that it has imposed an interim suspension of the CFP Board certification marks against Lee Giobbie, [...]

Kuala Lumpur: The company has shared following information with Bursa Malaysia Stock Exchange on its website: Change in Boardroom ONETECH SOLUTIONS HOLDINGS BERHAD Date of change 29 Mar 2024 Name [...]

Los Angeles-based financial planner James Selu departs Edelman Financial Engines to form reinvigorated practice in partnership with OneSeven. BEACHWOOD, Ohio, April 2, 2024 /PRNewswire/ -- https://c212.net/c/link/?t=0&l=en&o=4131342-1&h=61854617&u=https%3A%2F%2Fonesevenadvisor.com%2F&a=OneSeven, an RIA specializing in [...]

Your home is your sanctuary, but it’s also one of your biggest budget items. And after you retire, it may feel like more house than you need. But in this [...]

RAMSEY, N.J: Ramapo Wealth Advisors has issued the following news release: Ramapo Wealth Advisors at Steward Partners (Ramapo Wealth Advisors), an independent private financial services firm offering a variety of [...]

Byline: Imogen Tew From choosing your lawyers to working out your childcare arrangements, the list of important decisions you need to make while going through a divorce can seem never-ending. [...]

That tiny voice in your head? Mostly, that's you. But sometimes, maybe, it's your money, and you might be surprised to hear it's on your side. Learn how we can [...]

RAMSEY, N.J., March 20, 2024 /PRNewswire/ -- Ramapo Wealth Advisors at Steward Partners (Ramapo Wealth Advisors), an independent private financial services firm offering a variety of wealth and investment management [...]

Financial stress is so common that certified financial planner Katie Lindquist says almost every client she has tells her they are feeling it. “They don’t know what they should be [...]

Kuala Lumpur: The company has shared following information with Bursa Malaysia Stock Exchange on its website: Change in Boardroom VP-DJ SHARIAH CHINA A-SHARES 100 ETF - MYR Date of change [...]

Byline: Ali Hibbs Baird Private Wealth Management, a dually registered wealth management arm of Robert W. Baird & Co.,has added The Palm Financial Group to its Madison West office in [...]