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46,175 results on '"FINANCIAL planning"'

1. Integrated Risk Management: How Life Insurance Fits into the Financial Planning Picture

Author

Wright, Leonard C.

Subjects
Financial planning, Personal finance, Financial markets, Financial planners -- Tax policy, Risk management, Company business management, Risk management, Banking, finance and accounting industries, Business
Abstract

Delivering financial planning services and helping to protect your clients' best interest includes risk management planning. Smoothing Out Life's Bumps in the Road Life insurance options protect our clients when [...]

Published
2023

2. Value Drivers for Financial Planning: By selecting relevant and accepted value drivers, companies can make informed decisions in a VUCA environment

Author

Weiser, Michael J., Nudelmann, Michael, Moller, Klaus, and Farahi, Payam

Subjects
Financial analysis, Personal finance, Business performance management, Company business management, Banking, finance and accounting industries, Business, general, Business
Abstract

Financial planning systems are geared to secure two main financial goals of a company: gaining profitability and securing financial stability. Forecasts are a crucial addition to any financial planning system [...]

Published
2023

3. The financial planning process: A distinct opportunity

Author

Tillery, Susan M.

Subjects
Financial planning -- Methods -- Models -- Management, Accountants -- Management, Company business management, Banking, finance and accounting industries, Business
Abstract

Adding personal financial planning (PFP) services to CPAs' offerings opens the door to multiple opportunities for CPAs, their employees, their recruiting efforts, and their clients. PFP services come in all [...]

Published
2023

4. Financial Planning Association, Money Name the 2024 Best Financial Planners

Subjects
Financial planning, Financial services industry, Financial services industry, Banking, finance and accounting industries
Abstract

BANKING AND CREDIT NEWS-September 20, 2024-Financial Planning Association, Money Name the 2024 Best Financial Planners (C)2024 M2 COMMUNICATIONS http://www.m2.co.uk The Financial Planning Association (FPA), a membership organization and trade association [...]

Published
2024

5. Gen Z Wants Financial Planning Help -- Not Debt Solutions, According to The Standard

Subjects
Financial planning -- Standards -- Reports, Personal finance -- Standards -- Reports, Banking, finance and accounting industries
Abstract

BANKING AND CREDIT NEWS-September 13, 2024-Gen Z Wants Financial Planning Help -- Not Debt Solutions, According to The Standard (C)2024 M2 COMMUNICATIONS http://www.m2.co.uk A new study from US-based financial protection [...]

Published
2024

6. Monumental Financial Planning (formerly The Cortale Group) Renews Commitment as a Third-Year Sponsor of Calvary Women's Services' Annual Hope Gala

Subjects
Financial planning -- Social aspects -- Rites, ceremonies and celebrations, Personal finance -- Rites, ceremonies and celebrations -- Social aspects, Banking, finance and accounting industries
Abstract

(GlobeNewswire) - Monumental Financial Planning, formerly, The Cortale Group, is proud to announce its continued support for Calvary Women's Services by returning as a sponsor for the third year of [...]

Published
2024

7. Monumental Financial Planning (formerly The Cortale Group) Renews Commitment as a Third-Year Sponsor of Calvary Women's Services' Annual Hope Gala

Subjects
Financial planning -- Social aspects -- Rites, ceremonies and celebrations, Personal finance -- Rites, ceremonies and celebrations -- Social aspects, Banking, finance and accounting industries, Business
Abstract

WASHINGTON, April 18, 2024 (GLOBE NEWSWIRE) -- Monumental Financial Planning, formerly, The Cortale Group, is proud to announce its continued support for Calvary Women's Services by returning as a sponsor [...]

Published
2024

8. ReportWORQ Introduces Plan Contribution Feature: Streamlining Financial Planning Processes

Subjects
Financial planning, Personal finance, Banking, finance and accounting industries
Abstract

(PRWeb) - ReportWORQ has unveiled ReportWORQ Contribution, a revolutionary feature designed to streamline the secure collection of offline plan contributions, eliminating high user-licensing fees and complex interfaces. This innovation promises [...]

Published
2024

9. Happiness is Better Financial Planning

Author

Hood, Tom

Subjects
Financial planning, Personal finance, Intellectual property, Intellectual property, Banking, finance and accounting industries, Business
Abstract

'Managing risk and optimizing the efficiency of (AI) tools will be core competencies going forward. We recommend that finance teams start small and ramp up strategically based on their early [...]

Published
2024

10. How CPA financial planning firms can move forward post-pandemic: Firms and clients are both reassessing their priorities in the wake of the pandemic

Author

Hart, Megan

Subjects
Financial planning -- Management -- Services, Accountants -- Management -- Services, Company business management, Banking, finance and accounting industries, Business, Law
Abstract

Like all accounting professionals, CPA financial planners have seen changes brought on by the COVID-19 pandemic. They had to adapt to working with clients in new ways, such as meeting [...]

Published
2022

11. FOUNDATION FOR FINANCIAL PLANNING ANNOUNCES 2024 GRANT RECIPIENTS

Subjects
Financial planning, Personal finance, Aged -- Abuse of, Nonprofit organizations, College teachers, Company financing, Banking, finance and accounting industries, Business
Abstract

Washington, D.C., Jan. 30, 2024 (GLOBE NEWSWIRE) -- https://www.globenewswire.com/Tracker?data=aXu5NHjWUvRP4v30_Aw5QhG2RiPNhNNxNGYghQArug3AI-D3BrlEtmpErVUSJhdSn7wDvD2cUgHfhoRzuIfnF4FqlyHN8P-q02rNkndhqH_9VJlua9aFkQdsAap4g70M, a 501(c)(3) nonprofit organization dedicated to expanding access to pro bono financial planning for people in crisis or need, has announced [...]

Published
2024

14. SEIA Welcomes April Rosenberry, JD, LLM as Director of Estate, Tax, and Financial Planning

Subjects
Financial planning -- Taxation, Personal finance -- Taxation, Financial services industry -- Taxation, Entrepreneurship, Estate tax, Financial services industry, Banking, finance and accounting industries, Business
Abstract

Los Angeles, CA, Feb. 21, 2024 (GLOBE NEWSWIRE) -- Signature Estate & Investment Advisors (SEIA) recently announced the appointment of April Rosenberry, JD, LLM, as Director of Estate, Tax, and [...]

Published
2024

16. Choosing a billing method for financial planning: The best method is the one that works for you and your clients

Author

Gellerman, Erica and Vien, Courtney

Subjects
Financial planning -- Management -- Methods, Accountants -- Management -- Services, Collection (Accounting) -- Management -- Methods, Company business management, Banking, finance and accounting industries, Business, Law
Abstract

One of the first decisions CPAs must make when they start offering clients financial planning services is how to bill clients for them. To CPAs accustomed to billing by the [...]

Published
2021

18. Kestra Financial Onboards SZC Financial Planning & Management

Subjects
Personal finance, Financial management, Company business management, Banking, finance and accounting industries
Abstract

BANKING AND CREDIT NEWS-September 20, 2024-Kestra Financial Onboards SZC Financial Planning & Management (C)2024 M2 COMMUNICATIONS http://www.m2.co.uk US-based wealth management platform Kestra Financial has onboarded SZC Financial Planning & Management [...]

Published
2024

19. A Comprehensive Framework for Financial Planning: Using the National Advisory Council on State and Local Budgeting framework to improve your budget

Author

Bailey, Mike

Subjects
Financial planning -- Economic aspects, Personal finance -- Economic aspects, Public finance -- Economic aspects, Fiscal policy -- Economic aspects, Local government -- Economic aspects, Budget -- Economic aspects, Company financing, Banking, finance and accounting industries, Business, Government
Abstract

Over the 40 years I've been involved in local government financial leadership, I've seen many different approaches to financial planning. As a reviewer for GFOA's Distinguished Budget Presentation Awards program [...]

Published
2021

20. Finally a Clear Choice for Financial Planning: The Advice-Only Network

Subjects
Financial planning, Personal finance, Financial services industry, Financial services industry, Banking, finance and accounting industries
Abstract

(PRWeb) - The Advice-Only Network helps consumers find advisors with reduced conflicts of interest and transparent costs. HOUSTON, Oct. 3, 2023 /PRNewswire-PRWeb/ -- The Advice-Only Network is thrilled to offer [...]

Published
2023

21. Foundation for Financial Planning Publishes Groundbreaking Report on Pro Bono Financial Planning Research

Subjects
Financial planning -- Surveys -- Research -- Reports, Crisis management -- Surveys -- Reports -- Research, Financial planners -- Surveys, Financial services industry -- Research -- Reports -- Surveys, Financial services industry, Banking, finance and accounting industries
Abstract

(GlobeNewswire) - Foundation for Financial Planning (FFP), the nation's leading 501(c)(3) nonprofit organization dedicated to expanding access to pro bono financial planning for people in crisis or need, today published [...]

Published
2023

22. Foundation for Financial Planning Publishes Groundbreaking Report on Pro Bono Financial Planning Research

Subjects
Financial planning -- Surveys -- Research -- Reports, Financial planners -- Surveys, Banking, finance and accounting industries, Business
Abstract

Washington, D.C., Sept. 19, 2023 (GLOBE NEWSWIRE) -- https://www.globenewswire.com/Tracker?data=UFlm_7cKAC7MK_fR7thNloWV5OmA6n3-2HZuGFzUTUem0grMqkelFsOfYqfoBv7rKDv4qz8cnxct7RcqOhaX8-dgHBk6EI43BC_XUtwWHd0= (FFP), the nation's leading 501(c)(3) nonprofit organization dedicated to expanding access to pro bono financial planning for people in crisis or [...]

Published
2023

23. Planswell Expands Free Financial Planning Offering to Retirees

Subjects
Financial planning -- Service enhancement, Personal finance -- Service enhancement, Retirees, Banking, finance and accounting industries
Abstract

BANKING AND CREDIT NEWS-October 30, 2023-Planswell Expands Free Financial Planning Offering to Retirees (C)2023 M2 COMMUNICATIONS http://www.m2.co.uk Canada-based financial startup Planswell, which provides free financial planning services, has expanded its [...]

Published
2023

24. The Financial Planning Association Launches Membership Program for Financial Advisors Affiliated with Ameriprise Financial

Subjects
Ameriprise Financial Inc., Financial planning, Societies, Financial services industry, Consultants, Associations, institutions, etc., Financial services industry, Banking, finance and accounting industries
Abstract

BANKING AND CREDIT NEWS-October 6, 2023-The Financial Planning Association Launches Membership Program for Financial Advisors Affiliated with Ameriprise Financial (C)2023 M2 COMMUNICATIONS http://www.m2.co.uk US-based The Financial Planning Association, a membership [...]

Published
2023

25. Impact Communications Supports BLX Internship Programme to Increase Diversity in Financial Planning Profession

Subjects
Impact Communications Inc., Financial planning, Personal finance, Financial planners, Internship programs, Banking, finance and accounting industries
Abstract

BANKING AND CREDIT NEWS-December 28, 2023-Impact Communications Supports BLX Internship Programme to Increase Diversity in Financial Planning Profession (C)2023 M2 COMMUNICATIONS http://www.m2.co.uk Marketing and PR firm Impact Communications, Inc. has [...]

Published
2023

26. Euronext Selects Board International to Optimise Financial Planning & Analysis

Subjects
Financial planning, Personal finance, Financial markets, Banking, finance and accounting industries
Abstract

BANKING AND CREDIT NEWS-November 22, 2023-Euronext Selects Board International to Optimise Financial Planning & Analysis (C)2023 M2 COMMUNICATIONS http://www.m2.co.uk Pan-European financial market infrastructure company Euronext has chosen intelligent planning solutions [...]

Published
2023

27. Four financial planning opportunities to take advantage of in 2020

Author

Westley, Robert A.

Subjects
Tax planning -- Laws, regulations and rules -- Methods, Financial planning -- Laws, regulations and rules -- Methods, Government regulation, Banking, finance and accounting industries, Business
Abstract

High-net-worth individual taxpayers must navigate today's environment of rapidly changing tax laws, significant gift and estate tax exclusions, low interest rates, low marginal income tax rates, and volatile financial markets. [...]

Published
2020

28. Aseana Partners Unveils AI-Powered Wealth Management Solution Set to Redefine Financial Planning in Singapore

Subjects
Financial planning, Personal finance, Financial management, Company business management, Banking, finance and accounting industries
Abstract

Aseana Partners, a prominent player in Singapore's wealth management landscape, is set to disrupt the industry with the impending launch of its revolutionary AI-powered wealth management solution, InvestIQ AI. Anticipated [...]

Published
2023

29. Keep clients coming to you with PFP services: A tax practice can weather demographic and technological changes by expanding its reach in financial planning

Author

Vien, Courtney L.

Subjects
Tax planning -- Management -- Services, Personal finance -- Management -- Services, Financial planning -- Management -- Services, Company business management, Banking, finance and accounting industries, Business, Law
Abstract

The tax landscape, like many areas of accounting, is changing rapidly. Automation has made it easier for both clients and firms to complete tax work. Consumers have started to expect [...]

Published
2019

30. Getting Started with Financial Planning

Author

Kess, Sidney and Mendlowitz, Edward

Subjects
Certified public accountants -- Training, Tax returns, Accounting services -- Training, Personal finance, Financial planning, Accountants, Taxation, Consultants (Persons), Banking, finance and accounting industries, Business
Abstract

Financial planning services can be a separate service or an add-on to tax or other services. With the Tax Cuts and Jobs Act's (TCJA) simplification of tax returns for many [...]

Published
2019

31. WestPac Vegas Offers Informative Series To Bolster Small Businesses' Financial Planning

Subjects
Park Avenue Securities L.L.C., Financial planning, Personal finance, Small business -- United States, Financial management, Succession planning (Business), Securities dealers, Small business, SOHO, Banking, finance and accounting industries
Abstract

(GlobeNewswire) - As the U.S. economy faces ongoing uncertainty, WestPac Vegas is offering a complimentary series of in-depth articles on how small businesses can better plan to protect their financial [...]

Published
2023

32. WestPac Vegas Offers Informative Series To Bolster Small Businesses' Financial Planning

Subjects
Park Avenue Securities L.L.C., Financial planning, Personal finance, Small business -- United States, Business owners, Securities dealers, Small business, SOHO, Banking, finance and accounting industries, Business
Abstract

Las Vegas, NV, June 23, 2023 (GLOBE NEWSWIRE) -- As the U.S. economy faces ongoing uncertainty, WestPac Vegas is offering a complimentary series of in-depth articles on how small businesses [...]

Published
2023

33. Financial Planning Using Qualified Opportunity Zones: The Integration of Estate Tax and Income Tax Planning Is Now Complete

Author

Matz, Kevin

Subjects
Estate planning, Tax planning, Personal finance, Tax law, Estate taxes, Income tax, Death, Financial planning, Gifts, Tax law, Banking, finance and accounting industries, Business
Abstract

Estate planning has seen a seismic shift brought about by the dramatic, temporary expansion (to sunset in 2026) of the federal estate, gift, and generation-skipping Iransfer (GST) tax exemptions, which [...]

Published
2019

34. Financial Planning Challenges Facing Older Americans: How CPAs Can Help

Author

Strauss, Peter J., Pierro, Louis W., and Forspan, Elizabeth

Subjects
Certified public accountants -- Tax policy, Tax returns, Personal finance, Elderly -- Tax policy, Tax law, Financial planning, Income tax, Accountants, Taxation, Tax law, Company personnel management, Banking, finance and accounting industries, Business
Abstract

In the wake of the Tax Cuts and Jobs Act of 2017 (TCJA), many CPAs worry that their practices will be diminished because there will be fewer older Americans required [...]

Published
2019

35. Educating students for expanded financial planning careers

Author

Nellen, Annette and Rubin, Jane Tzinberg

Subjects
Financial planning -- Services -- Study and teaching, Tax accounting -- Services -- Study and teaching, Banking, finance and accounting industries, Business, American Institute of Certified Public Accountants -- Education policy -- Services
Abstract

CPAs and accounting educators have recognized for several decades that, as the profession evolves, it must focus on preparing students for expanded future accounting careers--to ensure their students' continued value [...]

Published
2019

36. Financial Planning Software Market Projected to Increase by USD 4.69 bn by 2027

Subjects
Financial planning -- Forecasts and trends, Personal finance -- Forecasts and trends, Market trend/market analysis, Banking, finance and accounting industries
Abstract

BANKING AND CREDIT NEWS-September 11, 2023-Financial Planning Software Market Projected to Increase by USD 4.69 bn by 2027 (C)2023 M2 COMMUNICATIONS http://www.m2.co.uk Technavio has added to its offering the financial [...]

Published
2023

37. FOUNDATION FOR FINANCIAL PLANNING ANNOUNCES 2023 GRANT RECIPIENTS

Subjects
Financial planning, Personal finance, Economic forecasting, Company financing, Banking, finance and accounting industries, Business
Abstract

Washington, D.C., Jan. 25, 2023 (GLOBE NEWSWIRE) -- https://www.globenewswire.com/Tracker?data=vJBhoj8YmDqySPhBi_PZpxDnG9GN6xKfns6QQ8sSMOEovvjcpjtpljkAxMpbdfj2J-DJPYAA1ksfBWdQEjR_7bSvMVV45tW-igfhnTYE-ZJ5WQVkzK_ggJEOMMlJTia8, a 501(c)(3) nonprofit organization dedicated to expanding access to pro bono financial planning for people in crisis or need, has announced [...]

Published
2023

38. Income Lab Launches Life Hub Financial Planning Tool as a Stand-Alone Product

Subjects
Personal finance -- Marketing, Retirement income, Company marketing practices, Banking, finance and accounting industries
Abstract

BANKING AND CREDIT NEWS-January 24, 2024-Income Lab Launches Life Hub Financial Planning Tool as a Stand-Alone Product (C)2024 M2 COMMUNICATIONS http://www.m2.co.uk US-based retirement income planning software Income Laboratory, Inc has [...]

Published
2024

39. NFP Acquires David A. Marcus & Associates, Expanding Benefits, Retirement and Financial Planning Capabilities in Its Central Region

Subjects
Marcus and Associates Inc. -- Mergers, acquisitions and divestments, Financial planning, Financial services industry -- Mergers, acquisitions and divestments, Brokers, Financial services industry, Company acquisition/merger, Banking, finance and accounting industries
Abstract

(PRWeb) - NFP, a leading property and casualty broker, benefits consultant, wealth manager and retirement advisor, today announced it has acquired David A. Marcus & Associates, Inc. and Deerfield Financial [...]

Published
2023

42. Evelyn Partners appoints financial planning director

Subjects
Financial planning, Personal finance, Financial services industry -- Officials and employees, Financial services industry, Banking, finance and accounting industries
Abstract

BANKING AND CREDIT NEWS-June 19, 2023--Evelyn Partners appoints financial planning director (C)2023 M2 COMMUNICATIONS http://www.m2.co.uk Global Banking News - 19 June 2023 UK-based financial services company Evelyn Partners has announced [...]

Published
2023

43. Robo Advisory Market Thrives as Hybrid Models and AI Enhance Financial Planning

Subjects
Personal finance -- Reports -- Forecasts and trends, Financial management -- Forecasts and trends -- Reports, Natural language interfaces -- Reports -- Forecasts and trends, Computational linguistics -- Reports -- Forecasts and trends, Language processing -- Reports -- Forecasts and trends, Market trend/market analysis, Banking, finance and accounting industries
Abstract

(GlobeNewswire) - The 'Robo Advisory Global Market Report 2024' report has been added to ResearchAndMarkets.com's offering. The latest comprehensive Robo Advisory Global Market Report meticulously details the industry's substantial growth, [...]

Published
2023

45. Outlook on the Financial Planning Software Global Market to 2031 - by Component, Deployment Mode, Application, End-user and Region

Subjects
Financial planning -- Forecasts and trends -- Reports, Personal finance -- Reports -- Forecasts and trends, Market trend/market analysis, Banking, finance and accounting industries, Business
Abstract

Dublin, Oct. 06, 2022 (GLOBE NEWSWIRE) -- The https://www.researchandmarkets.com/reports/5640304/financial-planning-software-market-by-component?utm_source=GNOM&utm_medium=PressRelease&utm_code=rb9449&utm_campaign=1760831+-+Outlook+on+the+Financial+Planning+Software+Global+Market+to+2031+-+by+Component%2c+Deployment+Mode%2c+Application%2c+End-user+and+Region&utm_exec=jamu273prd report has been added to ResearchAndMarkets.com's offering. According to this report the financial planning software market size was valued at $3.7 [...]

Published
2022

46. Financial planning dialogues around Form 1040

Author

Sarenski, Theodore J. and Westley, Robert A.

Subjects
Investment management -- Laws, regulations and rules -- Methods, Tax planning -- Laws, regulations and rules -- Management, Financial planning -- Laws, regulations and rules -- Management, Government regulation, Company business management, Banking, finance and accounting industries, Business, Tax Cuts and Jobs Act of 2017
Abstract

The new tax act, P.L. 115-97, known as the Tax Cuts and Jobs Act (TCJA), includes wide-ranging, albeit mostly temporary, changes to the individual income and transfer tax regime. As [...]

Published
2018

47. Northwestern Mutual: What Is Financial Planning?

Subjects
Northwestern Mutual Life Insurance Co., Financial planning, Personal finance, Financial planners, Financial services industry, Insurance industry, Financial services industry, Insurance industry, Banking, finance and accounting industries, Business
Abstract

MILWAUKEE, Dec. 23, 2022 (GLOBE NEWSWIRE) -- Northwestern Mutual: Every year, millions of Americans struggle with financial matters such as getting out of debt and saving for the future. To [...]

Published
2022

48. Frontline Education Releases White Paper Highlighting How K-12 School Leaders Use Analytics to Support Strategic Financial Planning

Subjects
School districts, Financial planning -- Product introduction, Personal finance -- Product introduction, Banking, finance and accounting industries, Business
Abstract

Malvern, Pa., Dec. 15, 2022 (GLOBE NEWSWIRE) -- https://www.globenewswire.com/Tracker?data=S3Pp-qYcKv5zZt_iLvE49cXZsUtbGpF-NIAddLb7s10zbBGOMXQqKT0fpHYY-AW9YLb97FXGqIu1sNXbZBBmjdq6jMltmbZY9gUvUyL2uSs=, a leading provider of administration software purpose-built for educators in K-12, today announced the release of https://www.globenewswire.com/Tracker?data=qHQ-9Dd4zt69IJKZQ8Ixz3ZLSmoJRUxN7ppKl976zmgkrcqWnrC9rFbpclqNHRD-KcFctPzrDOeeuzv8f6JLnNDmwmx0cGAasCEtLrIJZlIsw7S8LK6Qj619a8mPVTHc8v-4o-WVM2AGknYeeQinVZVCWa8-8TFX0_ACK8xQZeJZyVlUGV3Sa6PnF_Nhloul. The white paper, developed [...]

Published
2022

49. Harbourfront Wealth Adds Director of Financial Planning and Analysis, Zoheb Somani to Support Growth Efforts

Subjects
Financial analysis, Financial planning, Personal finance, Strategic planning (Business), Financial services industry, Financial services industry, Banking, finance and accounting industries, Business
Abstract

About Harbourfront Wealth ManagementFounded in 2013, the Canadian-owned independent wealth management and planning advisory firm group is headquartered in Vancouver, B.C., and has a rapidly growing network that currently consists [...]

Published
2022

50. Why CPAs Misfire in Personal Financial Planning

Author

Moyzes, Edward and Hall, Chris

Subjects
Financial planning -- Methods, Personal finance -- Planning, Accountants -- Services, Company business planning, Banking, finance and accounting industries, Business
Abstract

When CPAs look to expand their services to incorporate personal financial planning, they often find a new set of challenges. The following are some of the reasons why CPAs misfire [...]

Published
2022

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