Monthly Archives: February 2022
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Financial advisor Alex Chalekian and his family launch Futurvest to improve financial literacy
A financial adviser seeking to expand access to literacy and wealth-building tools has launched a new subscription-based education service run outside of his firm by him ... -
This platform wants to disrupt the payday loan industry
NAAC Finance will connect the unbanked with quick cash and financial education, helping them avoid predatory high-interest loans. More than 7 million U.S. households are unbanked, ... -
ASIC Seeks Comments on New Financial Services and Credit Panel
On Monday, February 28, ASIC confirmed that it was seeking comments on the new Financial Services and Credit Expert Panel (FSCP) and its role, including when ... -
Choosing a Financial Advisor: Five Mistakes to Avoid
ORLANDO, FL. (Ivanhoe Newswire) – A 2020 Northwest Mutual Survey found that 71% of Americans agree their financial planning needs improvement. Yet only 29% work with ... -
Boca Raton Financial Planners, a branch of Raymond James Financial Services, Inc.
Financial planners Finding the right financial planner is crucial to your financial well-being and that of your family, now and in the future. Arthur Rottenstein, Director ... -
Ontario’s messy effort to define “financial advisor” and “financial planner”
This article is from Citywire RIAthe sister site of, Citywire Canada. To learn more about Canada’s heritage industry, visit citywirecanada.com. For potential investors in Ontario, finding ... -
Swedish gaming regulator backs financial authority on Trustly sanction
The Swedish gaming regulator, Spelinspektionenannounced its support for the country’s financial supervisory authority, Finansinspektionenafter a warning and a fine of 130 million SEK (£10.18 million) were ... -
What is a Financial Planner? | Learn more
With the markets falling even further today, it’s not unreasonable to be concerned about your financial health. You may be looking for answers on what to ... -
Confidently ClearOn Receives Fines From Swedish Financial Authority
Sweden’s Financial Supervisory Authority announced that it had fined Trustly for anti-money laundering violations. After investigation, the Authority found that ClearOn had shortcomings related to money ... -
How a financial planner went from bankruptcy to generating $8.5 million
Dominique Broadway, Founder and CEO of Finances Demystified Brenian Goodrum Sometimes it’s best to take your own advice when you’re losing your way financially. Going bankrupt ... -
EXCLUSIVE INTERVIEW: Shadow Financial Services Minister and Deputy Shadow Treasurer, Stephen Jones MP
In this exclusive podcast, Shadow Financial Services Minister and Shadow Deputy Treasurer Stephen Jones MP joins Momentum Media Mortgage Editor Annie Kane to discuss the ALP’s ... -
Financial planner offering advice to retirees on inflation
CHARLOTTESVILLE, Va. (WVIR) — Many retirees are cutting spending to ensure their savings last a lifetime, but that’s getting tricky as inflation drives prices up. A ... -
Can you get a payday loan with a credit score of 550?
If your credit score is 550, you can only qualify for a personal loan. However, it is almost impossible to obtain large loans with low credit ... -
New emergency measures: implications for financial service providers – Finance and banking
Canada: New emergency measures: implications for financial service providers February 18, 2022 Osler, Hoskin & Harcourt LLP To print this article, ... -
How does an installment loan process work at Heart Paydays?
An installment loan allows the borrower to withdraw a certain amount of money over time. The loan is then repaid in installments. Typically, installment loans come ... -
AMERICAN COLLEGE OF FINANCIAL SERVICES APPOINTS NEW
King of Prussia, Pennsylvania, Feb. 17 10, 2022 (GLOBE NEWSWIRE) — The American College of Financial Services has announced a pair of new leaders elected to ... -
THE AMERICAN COLLEGE OF FINANCIAL SERVICES APPOINTS NEW EXECUTIVE MEMBERS TO ITS BOARD OF DIRECTORS | Your money
King of Prussia, Pennsylvania, Feb. 17 10, 2022 (GLOBE NEWSWIRE) — The American College of Financial Services has announced a pair of new leaders elected to ... -
THE AMERICAN COLLEGE OF FINANCIAL SERVICES APPOINTS NEW EXECUTIVE MEMBERS TO ITS BOARD OF DIRECTORS | News
King of Prussia, Pennsylvania, Feb. 17 10, 2022 (GLOBE NEWSWIRE) — The American College of Financial Services has announced a pair of new leaders elected to ... -
Choose the right financial planner
ORLANDO, FL. (Ivanhoe Newswire) – A 2020 Northwest Mutual Survey found that 71% of Americans agree their financial planning needs improvement. Yet only 29% work with ... -
‘Confusing’ financial services and credit panel have been criticized
In support of the recently passed Best Advice Bill – which sees the FSCP established within ASIC as the sole disciplinary body for financial advisers – ... -
Aware Financial Services Australia fined $20m for charging no service fee
Aware Financial Services Australia Limited, formerly State Super Financial Services Australia Limited, has been ordered by the Federal Court to pay a fine of $20 million ... -
Confirmed members for the new financial services and credit panel
In support of the recently passed Best Advice Bill – which sees the FSCP established within ASIC as the sole disciplinary body for financial advisers – ... -
Easily find emergency loans in the Philippines
Most Filipinos sometimes do not have enough savings in their bank account for emergencies. We are familiar with “utang” or budget cut loan however, normal personal ... -
Business News | Stock and Stock Market News | Financial News
Search mutual fund quotes, news, net asset values Adani ... -
Libby Miller deceased and obituary, financial advisor
Libby is a financial advisor and a CERTIFIED FINANCIAL PLANNER™ professional. She personalizes strategies to help her clients achieve their financial goals and grow their wealth. ... -
Step-by-Step Guide: Building a Career Path Ladder for Financial Planners
Jhe advisor career path is a way to structure your business so that it continues to thrive without you. There will come a time when you ... -
8 Things People With Healthy Savings Accounts Always Do
Saving Money / Savings Tips PeopleImages/iStock.com If your savings account seems thin or nonexistent, you’re definitely not alone. It has been reported that around 50% of ... -
Financial Advisor Asset Management & Advisory Services opens new location in Cape Coral
Lee County, Florida, Financial Advisor Asset Management & Advisory Services has started operations in a new office located at 1222 SE 47th St Suite 304, Cape ... -
How do client-financial planner relationships evolve?
(Photo: fizkes/Adobe Stock) The relationship between financial planners and their clients has changed significantly over the past 15 years. This is according to a Financial Planning ... -
How to prepare to work with a financial planner
The hardest part of planning your financial future is knowing where to start. You’ve already taken the first step by doing your due diligence and choosing ... -
Christiaan Wessels – Financial Advisor
Futurum Financial Group (Pty) Ltd (FFG) was established on October 1, 1998. FFG has handed over our experience and resources since then. We provide transparent and ... -
Opinion: The financial services industry has a diversity problem. Here’s how to fix it.
As conversations about diversity and inclusion have become more mainstream, the financial services industry has largely approached this serious issue with a “square peg, round hole” ... -
How to protect your financial information
Data breaches hit an all-time high last year, which means the risk of having your personal information stolen is also increasing. According to IBM’s annual global ... -
ASIC says Royal Financial Services Commission investigations complete
On Thursday, February 3, ASIC said its “investigations into matters arising from the Financial Services Royal Commission (FSRC) have been completed in the [October-December] trimester”. Six ... -
Korean Financial Authority to Investigate Accounting Fraud at Celltrion Next Week
[Photo by MK DB] South Korean financial authorities will review the Celltrion Group’s questionable accounting practices next week before its distribution unit is made public. The ... -
The main reasons why you can benefit from debt consolidation
The consumer world we live in today leads some people to deal with bad credit. If you belong to this category of people, you probably need ... -
Lee County Financial Planner Asset Management & Advisory Service Launches New Website
Asset Management & Advisory Service, a company providing financial planning services in Lee County, Florida, has launched a new website that summarizes all of its offerings ... -
Not Your Dad’s Financial Advisor — With Jessica Weaver
Jessica Weaver understands that money has an emotional appeal to many people, especially women. For her, this emotional attraction dates back to childhood, when she kept ...
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