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106 results on '"Financial planners -- Planning"'

1. Does Your Estate Plan Protect Your Loved Ones From Themselves?

Subjects
Personal finance -- Planning, Financial planners -- Planning, Estate planning -- Planning, Company business planning, General interest
Abstract

Many clients look at their assets and think, “I really don’t have that much. My estate plan can be very simple.” However, you have worked a lifetime and likely hope [...]

Published
2024

2. SageSpring Wealth Partners Achieves Full Independence with Dynasty Financial Partners

Subjects
Financial planners -- Planning, Financial management, Company business planning, Company business management, Business, Business, international
Abstract

Firm Focused on Advancing the Next Generation of Financial Advisors Bridging the Divide for Retiring Advisors ST. PETERSBURG, Fla. -- Dynasty Financial Partners today announced that SageSpring Wealth Partners has [...]

Published
2025

3. Penn State aims to corral Boise State's Ashton Jeanty in first CFP quarterfinal

Subjects
Football (College), Financial planners -- Planning, Television broadcasting of sports, Football teams, Company business planning, General interest, News, opinion and commentary
Abstract

Byline: ALEX BUTLER Dec. 31 (UPI) -- Ashton Jeanty wowed throughout 2024 by bouncing off big hits and running defenders out of their shoes, but Penn State plans to corral [...]

Published
2024

4. Morgan Stanley to roll out AI-powered wealth management in Australia

Subjects
Morgan Stanley -- Planning -- Management, Financial planners -- Planning, Financial management, Securities industry -- Planning, Securities industry, Company business planning, Company business management, Business
Abstract

M2 EQUITYBITES-June 13, 2024--Morgan Stanley to roll out AI-powered wealth management in Australia (C)2024 M2 COMMUNICATIONS http://www.m2.co.uk Global Banking News - 13 June 2024 Morgan Stanley (NYSE: MS) has said [...]

Published
2024

5. Morgan Stanley to roll out AI-powered wealth management in Australia

Subjects
Morgan Stanley -- Planning -- Management, Financial planners -- Planning, Financial management, Securities industry -- Planning, Securities industry, Company business planning, Company business management, Banking, finance and accounting industries
Abstract

BANKING AND CREDIT NEWS-June 13, 2024--Morgan Stanley to roll out AI-powered wealth management in Australia (C)2024 M2 COMMUNICATIONS http://www.m2.co.uk Global Banking News - 13 June 2024 Morgan Stanley (NYSE: MS) [...]

Published
2024

6. Ric Edelman Says RIAs Will Invest $150 Billion in Spot Bitcoin ETFs

Subjects
Exchange-traded funds -- Planning, Financial planners -- Planning, Financial services industry -- Planning, Company business planning, Financial services industry, Business, News, opinion and commentary
Abstract

Flows will occur over the next two to three years, according to acclaimed advisor GREAT FALLS, Va., Jan. 11, 2024 /PRNewswire/ -- Ric Edelman, founder of the nation's largest RIA, [...]

Published
2024

7. AMP makes changes to Jigsaw Advice Solutions

Subjects
Financial planners -- Planning, Financial services industry -- Planning, Company business planning, Financial services industry, Business
Abstract

M2 EQUITYBITES-December 14, 2023--AMP makes changes to Jigsaw Advice Solutions (C)2023 M2 COMMUNICATIONS http://www.m2.co.uk Global Banking News - 14 December 2023 Australia-based financial services firm AMP has announced plans to [...]

Published
2023

8. AMP makes changes to Jigsaw Advice Solutions

Subjects
Financial planners -- Planning, Financial services industry -- Planning, Company business planning, Financial services industry, Banking, finance and accounting industries
Abstract

BANKING AND CREDIT NEWS-December 14, 2023--AMP makes changes to Jigsaw Advice Solutions (C)2023 M2 COMMUNICATIONS http://www.m2.co.uk Global Banking News - 14 December 2023 Australia-based financial services firm AMP has announced [...]

Published
2023

9. Constellation Insurance: AuguStar Retirement enters the annuity marketplace offering best-in-class products and services, led by a team of market-tested industry leaders

Subjects
Ohio National Life Insurance Co. -- Planning, Annuities -- Planning, Financial planners -- Planning, Insurance industry -- Planning, Company business planning, Insurance industry, Business, international
Abstract

AuguStar Retirement enters the annuity marketplace offering best-in-class products and services. Constellation Insurance is committed to creating value for clients and forging long-term advisor relationships. Key Highlights: * Constellation Insurance, [...]

Published
2023

10. LPL Financial Welcomes Financial Advisor Adam Legate

Subjects
LPL Financial Holdings Inc. -- Planning, LPL Financial L.L.C. -- Planning, Financial planners -- Planning, Financial services industry -- Planning, Consultants -- Planning, Financial management, Retirement income, Securities industry -- Planning, Securities industry, Company business planning, Financial services industry, Banking, finance and accounting industries, Business
Abstract

CHARLOTTE, N.C., June 15, 2023 (GLOBE NEWSWIRE) -- https://www.globenewswire.com/Tracker?data=tbVioYASSY9dkpjnm6Z7Vlxgvf3lRuTL_hXZuie2KjQxYObg3yXCIbX9Wj0-Sv8HJUEYMnKfEO8URew3NG8jYw== (Nasdaq:LPLA) announced today that financial advisor Adam Legate of VFG Wealth Management and Benefit Solutions has joined LPL Financial's broker-dealer, RIA [...]

Published
2023

11. Mednow Announces a Partnership with Next Level Benefits to Offer its Services to their Clients and Plan Members

Subjects
Financial planners -- Planning, Financial services industry -- Planning, Pharmacy -- Planning, Company business planning, Financial services industry, General interest, News, opinion and commentary
Abstract

TORONTO: Mednow Inc. (TSXV: MNOW) (OTCQX: MDNWF), Canada's on-demand virtual pharmacy, is pleased to announce that the Company has executed a Preferred Pharmacy Agreement with Next Level Benefits, a leading [...]

Published
2023

12. Kestra Private Wealth Service Welcomes $250 Million Inspired Wealth Planning

Subjects
Financial planners -- Planning, Company business planning, General interest, News, opinion and commentary
Abstract

AUSTIN: Kestra Private Wealth Services, LLC ('Kestra PWS'), a registered investment adviser subsidiary of Kestra Financial, Inc., today announced the addition of Inspired Wealth Planning to its platform, whose financial [...]

Published
2023

13. Kestra Private Wealth Services Welcomes $250 Million Inspired Wealth Planning

Subjects
Financial planners -- Planning, Financial services industry -- Planning, Company business planning, Financial services industry, Business, Business, international
Abstract

Cordele, Georgia-based firm seeks to deepen client service offerings and community impact AUSTIN, Texas -- Kestra Private Wealth Services, LLC ('Kestra PWS'), a registered investment adviser subsidiary of Kestra Financial, [...]

Published
2023

14. Four Tips to Help Advisors Initiate Succession Planning

Subjects
Financial planners -- Planning, Consultants -- Planning, Succession planning (Business), Company business planning, Business, general
Abstract

Succession planning is a vital task that is easy to postpone. While a recent surveyfound that a majority of financial advisors (64%) have a succession plan, a third of them [...]

Published
2023

15. Florida Financial Advisor in Tampa Extends New Wealth Management Office

Subjects
Financial planners -- Planning, Consultants -- Planning, Financial management, Company business planning, Company business management, General interest, News, opinion and commentary
Abstract

Tampa: Instrumental Wealth, a Florida financial advisor and wealth management group in Tampa, led by David Silver, CFP(r), announced that they have formally opened a new office in South Tampa, [...]

Published
2023

16. CFP makes it official: 12-team playoff in 2024

Author

Network, Usa Today

Subjects
Football (College), Financial planners -- Planning, Football teams, Company business planning, News, opinion and commentary, Sports and fitness
Abstract

Byline: Alex Martin/IndyStar / USA TODAY NETWORK The College Football Playoff made official Thursday its plan to expand to a 12-team format beginning in 2024. The final hurdle was removed [...]

Published
2022

17. CFP makes it official: 12-team playoff in 2024

Author

Network, Usa Today

Subjects
Football (College), Financial planners -- Planning, Football teams, Company business planning, News, opinion and commentary, Sports and fitness
Abstract

Byline: Alex Martin/IndyStar / USA TODAY NETWORK The College Football Playoff made official Thursday its plan to expand to a 12-team format beginning in 2024. The final hurdle was removed [...]

Published
2022

18. Kestra Private Wealth Services Adds Inspired Wealth Planning in Georgia, USA

Subjects
Financial planners -- Planning, Financial services industry -- Planning, Company business planning, Financial services industry, Business
Abstract

M2 EQUITYBITES-March 30, 2023-Kestra Private Wealth Services Adds Inspired Wealth Planning in Georgia, USA (C)2023 M2 COMMUNICATIONS http://www.m2.co.uk Texas, US-based registered investment adviser Kestra Private Wealth Services, LLC, a subsidiary [...]

Published
2023

19. Kestra Private Wealth Services Adds Inspired Wealth Planning in Georgia, USA

Subjects
Financial planners -- Planning, Financial services industry -- Planning, Company business planning, Financial services industry, Banking, finance and accounting industries
Abstract

BANKING AND CREDIT NEWS-March 30, 2023-Kestra Private Wealth Services Adds Inspired Wealth Planning in Georgia, USA (C)2023 M2 COMMUNICATIONS http://www.m2.co.uk Texas, US-based registered investment adviser Kestra Private Wealth Services, LLC, [...]

Published
2023

20. CPAs & Estate Planning

Author

Claflin, David and Allmon, Michael B.

Subjects
Estate planning -- Planning, Accountants -- Planning, Tax planning, Financial planners -- Planning, Company business planning, Banking, finance and accounting industries, Business
Abstract

Our previous article (California CPA, November 2017) pointed out the unique opportunities that exist for CPAs to actively participate--with the attorney and other advisers--in the estate planning process for selected [...]

Published
2018

21. Signature Estate & Investment Advisors Announces Strategic Investment from Reverence Capital Partners, Announces Plan to Work with Newly Formed Broker-Dealer

Subjects
Distribution channels, Financial planners -- Planning, Consultants -- Planning, Financial management, Brokers -- Planning, Direct market channel, Company business planning, Retail/reseller channel, Business, News, opinion and commentary
Abstract

Multi-faceted strategic partnership aimed at bolstering SEIA's client services across a spectrum of distribution channels, significantly increasing investor reach and impact LOS ANGELES, Aug. 17, 2022 /PRNewswire/ -- https://c212.net/c/link/?t=0&l=en&o=3623222-1&h=2948403219&u=http%3A%2F%2Fwww.seia.com%2F&a=Signature+Estate+%26+Investment+Advisors('SEIA') today [...]

Published
2022

22. Policygenius and Impact announce partnership to simplify and streamline term life insurance for Impact advisors and clients

Subjects
Life insurance -- Planning, Financial planners -- Planning, Consultants -- Planning, Company business planning, Business, News, opinion and commentary
Abstract

Impact Partnership plans to leverage Policygenius Pro to empower its member firms to dramatically reduce the time spent placing term life coverage and increase overall profitability NEW YORK, June 23, [...]

Published
2022

23. CFP expansion plan stalls in meeting of conference heads: COLLEGE FOOTBALL

Subjects
The Associated Press -- Planning, Football (College), Financial planners -- Planning, News agencies -- Planning, Football teams, Company business planning, General interest, News, opinion and commentary
Abstract

A plan to expand the College Football Playoff stalled Wednesday when the college sports administrators who oversee the postseason system were unable to reach consensus on whether to grow the [...]

Published
2021

24. Schwab Plans April Debut of 'Personalized Indexing'

Subjects
Charles Schwab & Company Inc. -- Planning, Investment analysis -- Planning, Financial planners -- Planning, Securities industry -- Planning, Securities industry, Company business planning, Business, general
Abstract

Byline: Samuel Steinberger Charles Schwab plans to launch its much-anticipated direct indexing technology, called Schwab Personalized Indexing, by the end of April, according to the firm. The new feature will [...]

Published
2022

25. Halo Investing Continues Expansion with New U.S. Headquarters in Chicago

Subjects
Financial planners -- Planning, Company business planning, Business, News, opinion and commentary
Abstract

Fast-growing fintech plans to add 100 local employees CHICAGO, March 14, 2022 /PRNewswire/ -- https://c212.net/c/link/?t=0&l=en&o=3470833-1&h=1096512351&u=https%3A%2F%2Fhaloinvesting.com%2F&a=Halo+Investing('Halo'), an award-winning platform for protective investments, today announced it has moved its Chicago headquarters to [...]

Published
2022

26. Schwab to step up lending, income services

Subjects
Charles Schwab Corp. -- Planning, Securities dealers -- Planning, Securities industry -- Planning, Financial planners -- Planning, Banks (Finance), Balance sheets, Stockbrokers, Consultants (Persons), Brokers, Securities industry, Company business planning, Banking, finance and accounting industries, Business
Abstract

Byline: Greg Iacurci Discount broker Charles Schwab Corp. is becoming more aggressive around the lending and income services it offers to financial advisers and their clients, with plans to roll [...]

Published
2019

27. Vanguard sets off 'bomb' in robo market

Subjects
Charles Schwab & Company Inc. -- Planning, The Vanguard Group Inc. -- Planning, Securities industry -- Planning, Savings, Financial planners -- Planning, Mutual fund industry -- Planning, Personal finance, Consultants (Persons), Retirement benefits, Employers, Securities industry, Company business planning, Banking, finance and accounting industries, Business
Abstract

Byline: Ryan W. Neal The Vanguard group's introduction of a new digital-only adviser is expected to roil the competitive waters in the robo-advice market with its low price and corporate [...]

Published
2019

28. As Merrill talks growth, wirehouse sees advisers head out the door

Subjects
Merrill Lynch & Company Inc. -- Planning, Bank of America Corp. -- Planning, Securities industry -- Planning, Financial planners -- Planning, Banking industry -- Planning, Consultants (Persons) -- Planning, Banks (Finance), Securities industry, Company business planning, Banking industry, Banking, finance and accounting industries, Business
Abstract

Byline: Bruce Kelly Merrill Lynch's incentive plan to get advisers to sign up new clients and cross-sell more products from parent Bank of America is paying off in new business [...]

Published
2019

29. 20 IN THEIR TWENTIES; Jordan Rodriguez, 26

Subjects
Financial planning -- Planning, Financial planners -- Planning, Financial services industry -- Planning, Company business planning, Financial services industry, Business, Business, regional
Abstract

Byline: Amy Morona Jordan Rodriguez, 26 FINANCIAL ADVISER, WERNICK SPEAR WEALTH MANAGERS Jordan Rodriguez graduated from the University of Wisconsin four years ago, but the learning didn't stop there. 'It's [...]

Published
2021

30. Facing the unexpected

Subjects
Financial planners -- Planning, Consultants (Persons), Company business planning, Banking, finance and accounting industries, Business
Abstract

Byline: Fred Gabriel We have the InvestmentNews advisory board to thank for this week's cover story. At our board meeting in January, one of our members -- a financial adviser [...]

Published
2019

31. Redtail, Snappy Kraken Announce Text Messaging Apps

Subjects
Computer software industry -- Planning, Financial planners -- Planning, Text messaging, Customer relationship management software -- Planning, Customer relationship management software, Company business planning, Text messaging, Business, general
Abstract

Byline: Samuel Steinberger Marketing technology firm Snappy Kraken and customer relationship management software developer Redtail Technology revealed plans to launch and support compliant text messaging between advisors and clients, according [...]

Published
2021

32. Spain : The ministers will also open a reflection process on the future reform of the Common Fisheries Policy (CFP)

Subjects
Consumer preferences, Financial planners -- Planning, Fisheries -- Planning, Cabinet officers -- Planning, Climatic changes, Fish industry -- Planning, Presidents -- Planning, Company business planning, Business, international
Abstract

The Minister of Agriculture, Fisheries and Food, Luis Planas, attends on June 14 and 15 in Lisbon an informal meeting of the Council of Ministers of Agriculture and Fisheries of [...]

Published
2021

33. CAPTRUST Continues to Grow Northern California Wealth Management Offering with Addition of Pacific Investment Consultants

Subjects
Financial planning -- Planning, Financial planners -- Planning, Consultants -- Planning, Financial management, Consulting services -- Planning, Company business planning, Company business management, General interest, News, opinion and commentary
Abstract

RALEIGH: CAPTRUST Financial Advisors has issued the following news release: CAPTRUST Financial Advisors (CAPTRUST) today announced that Pacific Investment Consultants (PIC) has joined the growing firm. PIC brings more than [...]

Published
2021

34. Wells Fargo Advisors to Exit All International Business

Subjects
Financial planners -- Planning, Consultants -- Planning, Financial management, Private banking -- Planning, Company business planning, Business, general
Abstract

Byline: Diana Britton Wells Fargo plans to stop catering to clients outside the U.S.in an effort to 'simplify the business,' said Jim Hays, head of Wells Fargo Advisors and the [...]

Published
2021

35. Blockchange and IRA Financial Partner to Enable RIAs to Manage Digital Assets in Qualified IRA Accounts

Subjects
Financial planners -- Planning, Individual retirement accounts -- Planning, Company business planning, Company business management, General interest, News, opinion and commentary
Abstract

SAN FRANCISCO: Blockchange Inc. has issued the following press release: Blockchange Inc. and IRA Financial are partnering to enable IRA funds & select 401(k) plans to be invested in cryptocurrencies [...]

Published
2020

36. Blockchange and IRA Financial Partner to Enable RIAs to Manage Digital Assets in Qualified IRA Accounts

Subjects
Investment analysis -- Planning, Crypto-currencies, Financial planners -- Planning, Financial management, Individual retirement accounts -- Planning, Company business planning, Company business management, Business, News, opinion and commentary
Abstract

Partnership enables Financial Advisors to manage digital assets for clients with the tax-advantages of an Individual Retirement Account, and the benefits of owning the underlying assets. SAN FRANCISCO and MIAMI, [...]

Published
2020

37. Big Ten, updated CFP preview

Subjects
Cable News Network -- Planning, Football teams, Practice guidelines (Medicine), College football, Financial planners -- Planning, Company business planning, News, opinion and commentary, Sports and fitness
Abstract

The Big Ten logo is displayed on the field before an NCAA college football game between Iowa and Miami of Ohio in Iowa City, Iowa. / CNN Peter Burtnett Sports [...]

Published
2020

38. Group proposes high-speed internet for Western Quebec

Subjects
Financial planners -- Planning, Consortia, Households, Broadband, Television, Boards of education, Fiber optic equipment, Company business planning, Telecommunications industry
Abstract

Connexion Fibre Picanoc (CFP) is a non-profit corporation created by two regional municipalities and two school boards in Western Quebec. It manages and operates a fibre optic communication network of [...]

Published
2020

39. Group proposes high-speed internet for Western Quebec

Subjects
Financial planners -- Planning, Consortia, Households, Broadband, Television, Boards of education, Fiber optic equipment, Company business planning, Business, international, Law
Abstract

Connexion Fibre Picanoc (CFP) is a non-profit corporation created by two regional municipalities and two school boards in Western Quebec. It manages and operates a fibre optic communication network of [...]

Published
2020

40. JPMorgan Chase to introduce robo advisory

Subjects
JPMorgan Chase & Co. -- Planning, Banking industry -- Planning, Financial planners -- Planning, Investment management, Consultants (Persons), Banks (Finance), Management consultants, Banking industry, Company business planning, Automobile industry
Abstract

Byline: Banking JPMorgan Chase & Co is introducing what is described as a lower-cost computerized investment management tool. The US bank is also planning to offer the robo-adviser to its [...]

Published
2017

41. What to Make of Merrill's Reorg, New Ads

Subjects
Merrill Lynch & Company Inc. -- Planning, Securities industry -- Planning, Financial planners -- Planning, Financial management, Banking, finance and accounting industries
Abstract

Byline: Janet Levaux One month after telling its 'thundering herd' of advisors that it plans to consider 'options' for at least some clients who might benefit from commissions in retirement [...]

Published
2017

42. Wells details robo plans

Subjects
Financial planners -- Planning, Company business planning, Banking, finance and accounting industries, Business
Abstract

WELLS FARGO ADVISORS revealed details of its plans to launch a robo-adviser in a filing with the Securities and Exchange Commission last Monday. The service will require a minimum investment [...]

Published
2017

43. $700M Morgan Stanley Team Moves to Raymond James Indie Group

Subjects
Morgan Stanley -- Planning, Securities industry -- Planning, Financial planners -- Planning, Securities industry, Company business planning, Banking, finance and accounting industries
Abstract

Byline: Janet Levaux Steward Partners Global Advisory, an independent-advisor group affiliated with Raymond James, says six advisors have joined it from Morgan Stanley with about $700 million in assets and [...]

Published
2017

44. Morgan Stanley to Pay $8M Over Inverse ETFs

Subjects
United States. Securities and Exchange Commission -- Planning, Morgan Stanley -- Planning, Securities industry -- Planning, Financial planners -- Planning, Exchange-traded funds -- Planning, Securities industry, Company business planning, Banking, finance and accounting industries
Abstract

Byline: Janet Levaux The Securities and Exchange Commission said Tuesday that Morgan Stanley will pay $8 million to settle charges related to inverse ETF investments the firm recommended to advisory [...]

Published
2017

45. Wells Fargo-SigFig to Roll Out Robo-Advisor in '17

Subjects
Wells Fargo & Co. -- Planning, Financial planners -- Planning, Banking industry -- Planning, Consultants (Persons) -- Planning, Company business planning, Banking industry, Banking, finance and accounting industries
Abstract

Byline: Janet Levaux Borrowing a page from a wirehouse rival, Wells Fargo Advisors said Tuesday that it is partnering with the tech firm SigFig to develop a robo offering, which [...]

Published
2016

46. Synergy Wealth Alliance Leaves Cetera for LPL

Subjects
Financial planners -- Planning, Succession planning (Business), Jurisdiction, Marketing, Consultants (Persons), Finance, Company business planning, Business, general
Abstract

Byline: Asia Martin LPL Financial has added Synergy Wealth Alliance, an office of supervisory jurisdiction with $650 million in assets under management and 15 financial advisors, from Cetera Financial Group. [...]

Published
2020

47. Asset-Map Announces Matt Paulsen as Executive Vice President of Enterprise Business Solutions

Subjects
Fintech -- Planning, Vice presidents (Organizations) -- Planning, Financial planners -- Planning, Office equipment industry -- Planning, Technology, Consultants (Persons), High technology industry, Company business planning, Business, Business, international
Abstract

Paulsen plans to drive increased revenue for the Philadelphia-based FinTech company PHILADELPHIA -- Asset-Map, a Philadelphia-based financial technology company, is pleased to announce that Matt Paulsen has joined the team [...]

Published
2019

48. AMP extends financial adviser deadline

Subjects
Acquisitions and mergers -- Planning, Financial planners -- Planning, Financial services -- Planning, Small business -- Planning -- Australia, Consultants (Persons), Financial planning, Family-owned businesses, Copyrights, Company business planning, Small business, Financial services industry, SOHO, Business, Business, international
Abstract

Byline: Joyce Moullakis Oct 27, 2019 (The Australian - ABIX via COMTEX) -- Kate Carnell says she is pleased AMP has extended a deadline for financial planners it previously placed [...]

Published
2019

49. How Advisors Can Benefit from State Auto-IRA Plans

Subjects
Savings, Financial planners -- Planning, Employers -- Planning, Financial services -- Planning, Consultants (Persons) -- Planning, Technology, Savings accounts, Workers, Investments, Company business planning, Financial services industry, Business, general
Abstract

Byline: Samuel Steinberger With the goal of bringing a retirement saving plan to 7.5 million workers, California's ambitious state-mandated auto-IRA, called CalSavers, could present financial advisors with new opportunities on [...]

Published
2019

50. Community with Independence Attracts New Team to Cetera

Subjects
Financial planners -- Planning, Consultants (Persons), Entrepreneurs, Company business planning, General interest, News, opinion and commentary
Abstract

LOS ANGELES: Cetera Financial Group has issued the following news release: Point Wealth Advisors, a South Dakota based practice has joined Cetera(r) Advisor Networks LLC as part of the AdvisorNet [...]

Published
2019

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