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Monthly Archives: February 2022

Home›2022›February
  • Financial advisor
    By Mark L. Wells
    February 28, 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 ...
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  • Financial institutions
    By Mark L. Wells
    February 28, 2022
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    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, ...
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  • Financial services
    By Mark L. Wells
    February 28, 2022
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    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 ...
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  • Financial advisor
    By Mark L. Wells
    February 26, 2022
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    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 ...
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  • Financial services
    By Mark L. Wells
    February 25, 2022
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    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 ...
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  • Financial planner
    By Mark L. Wells
    February 25, 2022
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    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 ...
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  • Financial authority
    By Mark L. Wells
    February 25, 2022
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    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 ...
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  • Financial planner
    By Mark L. Wells
    February 24, 2022
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    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 ...
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  • Financial authority
    By Mark L. Wells
    February 23, 2022
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    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 ...
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  • Financial planner
    By Mark L. Wells
    February 23, 2022
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    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 ...
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  • Financial services
    By Mark L. Wells
    February 23, 2022
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    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 ...
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  • Financial planner
    By Mark L. Wells
    February 21, 2022
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    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 ...
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  • Financial institutions
    By Mark L. Wells
    February 18, 2022
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    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 ...
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  • Financial services
    By Mark L. Wells
    February 18, 2022
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    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, ...
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  • Financial institutions
    By Mark L. Wells
    February 17, 2022
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    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 ...
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  • Financial services
    By Mark L. Wells
    February 17, 2022
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    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 ...
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  • Financial services
    By Mark L. Wells
    February 17, 2022
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    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 ...
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  • Financial services
    By Mark L. Wells
    February 17, 2022
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    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 ...
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  • Financial planner
    By Mark L. Wells
    February 17, 2022
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    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 ...
    Read More
  • Financial services
    By Mark L. Wells
    February 17, 2022
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    ‘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 – ...
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  • Financial services
    By Mark L. Wells
    February 17, 2022
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    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 ...
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  • Financial services
    By Mark L. Wells
    February 15, 2022
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    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 – ...
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  • Financial institutions
    By Mark L. Wells
    February 14, 2022
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    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 ...
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  • Financial planner
    By Mark L. Wells
    February 14, 2022
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    Business News | Stock and Stock Market News | Financial News

    Search mutual fund quotes, news, net asset values Adani ...
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  • Financial advisor
    By Mark L. Wells
    February 13, 2022
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    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. ...
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  • Financial planner
    By Mark L. Wells
    February 11, 2022
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    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 ...
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  • Financial institutions
    By Mark L. Wells
    February 10, 2022
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    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 ...
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  • Financial advisor
    By Mark L. Wells
    February 9, 2022
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    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 ...
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  • Financial planner
    By Mark L. Wells
    February 8, 2022
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    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 ...
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  • Financial planner
    By Mark L. Wells
    February 6, 2022
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    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 ...
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  • Financial advisor
    By Mark L. Wells
    February 5, 2022
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    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 ...
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  • Financial services
    By Mark L. Wells
    February 3, 2022
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    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” ...
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  • Financial institutions
    By Mark L. Wells
    February 3, 2022
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    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 ...
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  • Financial services
    By Mark L. Wells
    February 3, 2022
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    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 ...
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  • Financial authority
    By Mark L. Wells
    February 3, 2022
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    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 ...
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  • Financial institutions
    By Mark L. Wells
    February 2, 2022
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    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 ...
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  • Financial planner
    By Mark L. Wells
    February 1, 2022
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    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 ...
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  • Financial advisor
    By Mark L. Wells
    February 1, 2022
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    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 ...
    Read More

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