Monthly Archives: December 2021
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Gym owner and financial planner agree on how to set New Years resolutions
Friday is New Years Eve and there is still time to make some resolutions. During the pandemic, living rooms have become workplaces, gymnasiums and classrooms. Local ... -
Financial Advisor Discusses Tips for Smart Financial Planning in the New Year – Oakland News Now
Oakland News Now – Financial Advisor Discusses Tips for Smart Financial Planning in the New Year – video made by the YouTube channel with the logo ... -
The financial authority imposes a fine of 5.86 million lei (1.2 million euros) on Euroins Romania
BUCHAREST (Romania), December 24 (SeeNews) – Romanian financial supervisory authority ASF said it imposed a fine of 5.86 million lei ($1.3 million/1.18 million euros) on the ... -
Northamptonshire Financial Planner Achieves Highest Qualification in Profession
Conor O’Sullivan A Northamptonshire-based financial planner has now achieved the highest global certification available to financial planners in the UK. Conor O’Sullivan, of O’Sullivan Financial Planning, ... -
Integrated Partners adds Welborn Financial, completes record year of recruiting financial advisors
BOSTON–(COMMERCIAL THREAD) – Integrated Partners, a national financial planning and investment advisory firm, completes a year of record growth – adding 11 teams of financial advisers ... -
Your financial planner wants to manage all of your retirement assets. Is it a good idea?
As you approach retirement, you hire a financial planner to help you manage your investments. Expect three things to happen: 1. The advisor will ask you ... -
financial advisor obtains CFP professional certification | News from local businesses
NEWTON – Matthew Cook, financial advisor to the Edward Jones financial services firm in Newton, has been cleared by the Certified Financial Planner Board of Standards ... -
Strategies of Financial Advisors to Increase Assets and Attract Better Clients
THere are many financial advisor strategies you can use to increase your assets and attract better clients. Do you want to increase your minimums to at ... -
Estate planning questions to ask your financial advisor
Estate planning and inheritance tax are often areas of personal finance relegated to the bottom of the list. Often people don’t want to think about what ... -
How to know what financial services your employer offers
The Select editorial team works independently to review financial products and write articles that our readers will find useful. We may receive a commission when you ... -
Certified financial planner: definition, what it does
A Certified Financial Planner (CFP) is a professional designation for advisors and other financial professionals. To earn the CFP designation, advisors must have some experience, pass ... -
Jacobs Financial Services can help you get your finances and retirement funds in order
GRAND RAPIDS, Mich. (WOOD) — Amway Co-Chair Doug DeVos has launched a new podcast, featuring a wide variety of guests, from sports stars and community leaders ... -
former financial advisor sentenced to 14 years in federal prison for $ 12 million fraud that caused clients to lose their retirement savings | USAO-CDCA
LOS ANGELES – A former financial adviser with a long disciplinary history was sentenced today to 168 months in federal prison for a real estate investment ... -
How to start providing financial services to your clients
By Joseph Graziano, CFP®. As an accounting firm, you know what to offer correct tax preparation can cause significant fluctuations in your cash flow and workload. ... -
Why you should start offering financial services to your clients
By Joseph Graziano, CFP®. Your accounting firm offers valuable services to your clients. But what if you could take that value up a notch and help ... -
PROSPERA FINANCIAL SERVICES ACCELERATES ITS GROWTH STRATEGY WITH THE ACQUISITION OF DORSEY & COMPANY | State
DALLAS, December 13, 2021 /PRNewswire/ — Prospera Financial Services, Inc. (“Prospera” or “the Company”), a specialty wealth management firm supporting a national network of independent advisors, ... -
Financial Advisor Predicts Cryptocurrencies Are “One of the Biggest Bubbles in History”; says ‘it’s going to be ugly’
Financial adviser Ryan Payne, chief executive of Payne Capital Management, discussed the future position of bitcoin and the digital currency market on Yahoo Finance on Monday. ... -
Paid vs Paid Financial Planner: What’s the Difference?
A paid financial planner looks surprisingly similar to a paid financial planner, but there is a big difference in how they are paid. Here’s what you ... -
Will AI and ML revolutionize the financial services industry?
AArtificial intelligence (AI) and machine learning (ML) are playing an increasingly important role in the financial services industry. Their promise to build an operational infrastructure that ... -
Changing Gender Norms Required to Increase Women’s Representation in Financial Services: Jane Hume
Senator Jane Hume, Minister of Pensions, Financial Services and Digital Economy and new Minister of Women’s Economic Security, urged the financial services industry to help more ... -
5 Best Financial Services in Tucson, AZ
Below is a list of the best and leading financial services in Tucson. To help you find the bestFinancial services located near you in Tucson, we’ve ... -
Mark Swenson Joins Merchants Investment Services as Financial Advisor | Community
Mark Swenson has joined Merchants Investment Services as a financial advisor, according to Andrew Guzzo, Winona and Southeast Regional President. “Our clients recognize that investment strategies ... -
How to select a financial planner who supports you
Many physicians choose to manage their finances on their own, although they would benefit from working with a financial planner. So why are doctors reluctant to ... -
As a Financial Planner I Often See 3 Reasons Why Budgets Crash
One of the most crucial things to achieving your financial goals is simple: sticking to a budget. Budgets often get shattered due to impulse buying, excessive ... -
Edward Jones Financial Advisor Tracy Regalia Receives Certified Asset Management (DM) Specialist designation | Newspaper
KEARNEYSVILLE – Financial Advisor Tracy Regalia of Edward Jones Financial Services Company in Kearneysville has earned the Certified Asset Management (DM) Professional designation. Regalia has successfully ... -
Students should have the opportunity to take the Vital Financial Services Exam Preparation Course for free.
Jacquelyn Rosado ’22 MS has the ambition to become a confirmed financial planner. She is hoping that she will currently get a nudge from the college ... -
Grateful Students for the Opportunity to Take an Important Financial Services Exam, a Free Preparation Course
By Renee Chmiel, Marketing and Communications Office December 2, 2021 Jacquelyn Rosado ’22 MS aspires to become a Certified Financial Planner. She is now receiving a ... -
Students are grateful for the opportunity to take an important financial services exam and a free preparation course
Thanks to the generous support of a benefactor from Pompea College of Business as well as two professors from the University of New Haven, 30 students ... -
Business News | Stock and Equity Market News | Financial News
Search mutual fund quotes, news, net asset values Trident INE064C01022, TRIDENT, 521064 Suzlon Energy INE040H01021, SUZLON, 532667 TataTeleservice INE517B01013, TTML, 532371 CDS INE467B01029, SDC, 532540 HFCL ...
