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‘I use psychology every single day in my practice,’ says Jackie Porter, certified financial planner at Carte Wealth Management in Mississauga, In the Behind the Advice series, Globe Advisor asks advisors about their relationship with money from a young age, lessons learned over the years, and how their experiences influence the [...]

For many, a divorce means selling a family home they’ve been trying to pay off and taking on mortgage debt again, Divorce is costly at any age, but couples who split between 40 and 55 years old often take an especially painful hit, decimating the funds they need for retirement. For [...]

One of the strongest tools parents have around early inheritance gifts is encouraging their children to enter post-nuptial contracts, or co-habitation agreements with their partner, financial planner says, A substantial and growing share of first-time homebuyers are now relying on early inheritances and gifts from family to bolster their down payments. And that is creating new complications for [...]

Rob Carrick says to hear more about the demand for advice-only planning, I invited financial planner Julia Chung to a Q&A, As much as do-it-yourself investing and financial management has taken off in recent years, it’s clear that many people still want to talk to an expert. In fact, they’ll line [...]

IT'S a good feeling to be financially secure; to be in a place where you're not worried about money because you have stable sources of income and are optimistic about [...]

The focus on shifting income to a lower earner has diverted attention from the fact that Canada Pension Plan benefits can also be divided, Income splitting is a perennial hot topic among retirees, but one aspect of it is often neglected, according to some financial planners: the ability to share Canada Pension Plan payments. [...]

Byline: Daily Record Staff Associate Vice President - Investments, Wells Fargo Advisors Cady Kirkwood Rankin, associate vice president - investments at Hindman Financial Group of Wells Fargo Advisors, has made [...]

Byline: Nancy Badertscher For the AJC Intigrow took the top spot for midsize businesses, followed by Integrated Financial Group, Intradiem, Dorsey Alston and Smith + Howard. Here is a look [...]

Byline: Griffin Reilly Aug. 5Monday's stock market plunge took some of Clark County's publicly traded companies with it, but local financial planners said they are hesitant to characterize the dip [...]

DENVER: 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 PLANNER(r) professionals, and iconic personal [...]

NEW YORK, NY -- The following information was released by the American Institute of Certified Public Accountants (AICPA): By understanding influences on clients' decision-making, CPA financial planners can work with [...]

DENVER: Financial Planning Association has issued the following news release: As the financial planning profession faces myriad changes in industry, global, and client trends, financial planners are preparing to face [...]

Highlighting financial planners who are at the top of their game. DENVER and SAN JUAN, Puerto Rico, Sept. 19, 2024 /PRNewswire/ -- The https://c212.net/c/link/?t=0&l=en&o=4256532-1&h=3830217156&u=https%3A%2F%2Fwww.financialplanningassociation.org%2F&a=Financial+Planning+Association%C2%AE+(FPA%C2%AE), the leading membership organization and trade [...]

Financial planners express a desire to adapt their businesses and processes to meet the evolving needs of current and future clients. DENVER, Sept. 18, 2024 /PRNewswire/ -- As the financial [...]

Deepened Relationship Highlights Continued Stability, Supports Acquisitions, and Powers Growth OAKS, Pa., Sept. 12, 2024 /PRNewswire/ -- https://c212.net/c/link/?t=0&l=en&o=4252463-1&h=603270510&u=https%3A%2F%2Fwww.seic.com%2F&a=SEI (NASDAQ:SEIC) today announced that Diversified, LLC (Diversified) celebrated a major growth milestone, [...]

DENVER: Mercer Global Advisors Inc. has issued the following news release: Mercer Global Advisors, Inc. ('Mercer Advisors'), a national Registered Investment Adviser (RIA), today announced the acquisition of Benchmark Wealth [...]

Charles 'Chuck' Hahn Joins Cetera from Lincoln Financial Advisors Corporation. SAN DIEGO, Aug. 29, 2024 /PRNewswire/ -- https://c212.net/c/link/?t=0&l=en&o=4243087-1&h=3376548612&u=https%3A%2F%2Fc212.net%2Fc%2Flink%2F%3Ft%3D0%26l%3Den%26o%3D3452251-1%26h%3D4201833963%26u%3Dhttps%253A%252F%252Fwww.cetera.com%252F%26a%3DCetera%2BFinancial%2BGroup&a=Cetera+Financial+Group(Cetera), the premier financial advisor Wealth Hub, announced that Charles 'Chuck' Hahn* has [...]

ATLANTA: Blue Vault has issued the following news release: Blue Vault today announced that renowned speaker, educator, and financial planner Michael Kitces will headline the Blue Vault Alts Summit 2025. [...]

ATLANTA, Aug. 14, 2024 /PRNewswire/ -- Blue Vault today announced that renowned speaker, educator, and financial planner Michael Kitces will headline the Blue Vault Alts Summit 2025. The Summit will [...]

ST. CHARLES, Ill., Aug. 8, 2024 /PRNewswire/ -- https://c212.net/c/link/?t=0&l=en&o=4229755-1&h=588562917&u=https%3A%2F%2Fmissionwealth.com%2F&a=Mission+Wealth, a nationally accredited and award-winning wealth management firm, proudly announces that Bryant Merryman, one of their esteemed Senior Wealth Advisors in [...]

Financial advisor Michael Walstien says his eyes were opened to everything Ameriprise could offer for his clients and his practice MINNEAPOLIS -- Financial advisor Michael Walstien recently joined the branch [...]

John McCloskey, a senior wealth adviser with the Schwinck Private Wealth Team at Ashton Thomas Private Wealth in Colorado Springs, recently earned his Certified Financial Planner certification, a recognition of [...]

Byline: Kimberly Redmond As part of NJBIZ's latest virtual panel, participants spoke on the topic of how family-run businesses can remain resilient and relevant across multiple generations. Moderated by NJBIZ [...]

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 [...]