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Monthly Archives: March 2022

Home›2022›March
  • Financial advisor
    By Mark L. Wells
    March 31, 2022
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    How to Find a Financial Advisor for Estate Planning » Helpful Wiki Financial Advisors

    What will happen to your assets when you die? It might not be a fun question to consider, but it’s an important one, and a financial ...
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  • Financial services
    By Mark L. Wells
    March 31, 2022
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    Apple wants to run its own financial services, and partner actions have paid the price

    Apple Inc. has growing ambitions in fintech as it explores ways to participate more directly in the financial services industry, according to a report Wednesday. The ...
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  • Financial institutions
    By Mark L. Wells
    March 31, 2022
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    A research project aims to understand predatory lending in Salinas. | News

    Unforeseen circumstances – a sudden illness or an eviction notice – can put low-income families in a difficult situation: getting the money they need to stay ...
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  • Financial planner
    By Mark L. Wells
    March 28, 2022
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    I’m a financial planner and this is how I manage my own money

    My job is to help others manage their finances, but I always take enough time to manage my own. I set realistic financial goals and stick ...
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  • Financial advisor
    By Mark L. Wells
    March 25, 2022
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    Choosing a Financial Advisor: 5 Mistakes to Avoid | life lessons

    A 2020 Northwest Mutual Survey found that 71% of Americans agree their financial planning needs improvement. Yet only 29% work with a financial advisor. While these ...
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  • Financial planner
    By Mark L. Wells
    March 24, 2022
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    Financial planner offering personalized service to clients | Local News

    For local resident and financial planner Stuart Sutphin, there was a call to not only help clients with tax, estate planning and investment advice, but also ...
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  • Financial planner
    By Mark L. Wells
    March 23, 2022
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    Protection of the title of financial planner and financial adviser

    Toronto, Ontario, March 23, 2022 (GLOBE NEWSWIRE) — Advocis, the Association of Financial Advisors of Canada, commends the Minister of Finance for approving FSRA’s Financial Professionals ...
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  • Financial planner
    By Mark L. Wells
    March 23, 2022
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    Ontario Approves New Rules Governing Use of Financial Planner and Advisor Titles

    The Ontario Ministry of Finance has given the green light to a new set of rules governing employees in the financial services industry who use the ...
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  • Financial services
    By Mark L. Wells
    March 23, 2022
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    Avantax welcomes Sullivan Financial Services, Inc., with

    DALLAS, March 23, 2022 (GLOBE NEWSWIRE) — Avantax®a leader in tax-focused financial planning, welcomes Sullivan Financial Services, Inc., an elite firm based in Las Vegas, Nevada, ...
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  • Financial services
    By Mark L. Wells
    March 23, 2022
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    Avantax welcomes Sullivan Financial Services, Inc., with over $200 million in total customers… | News

    DALLAS, March 23, 2022 (GLOBE NEWSWIRE) — Avantax®, a leader in tax-focused financial planning, welcomes Sullivan Financial Services, Inc., an elite firm based in Las Vegas, ...
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  • Financial institutions
    By Mark L. Wells
    March 23, 2022
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    The buy now, pay later model to pay for gas as prices soar

    “We have been working with Chevron since 2021, so this is nothing new and unrelated to the current global geopolitical situation,” Klarna said in a statement. ...
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  • Financial planner
    By Mark L. Wells
    March 23, 2022
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    FP Canada™ applauds clarity for consumers as title protection for financial planners moves forward in Ontario

    FP Canada applies to be an FSRA-approved credentialing body to grant and oversee the use of the Financial Planner designation TORONTO, March 23, 2022 /CNW/ – ...
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  • Financial services
    By Mark L. Wells
    March 23, 2022
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    Avantax welcomes Sullivan Financial Services, Inc., with over $200 million in total client assets

    Avantax Thomas Sullivan chooses Avantax for its responsiveness, product range and strong network of accounting firms to further enhance growth opportunities in Las Vegas DALLAS, March ...
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  • Financial services
    By Mark L. Wells
    March 23, 2022
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    ASIC and Ireland conduct study on global retail financial services market

    ASIC has formed an alliance with Ireland’s securities regulator, the Central Bank of Ireland, to conduct a global misconduct review stemming from modern and emerging issues ...
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  • Financial institutions
    By Mark L. Wells
    March 21, 2022
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    9 Types of Personal Loans to Meet Your Needs

    Unsecured Personal Loans An unsecured personal loan is not secured by any collateral. Therefore, unsecured loans pose a higher risk to financial lenders. Lenders generally require ...
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  • Financial services
    By Mark L. Wells
    March 21, 2022
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    The COVID pandemic pushed me into financial services

    To say that my career has changed since the start of the global pandemic is a huge understatement. It was spring 2020. I was a senior ...
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  • Financial advisor
    By Mark L. Wells
    March 20, 2022
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    NHTrust Welcomes Joe Dudek as Financial Advisor

    March 20—NHTrust is pleased to welcome Joe Dudek, who has joined the company as a financial advisor. Dudek will be based at NHTrust’s Meredith office inside ...
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  • Financial advisor
    By Mark L. Wells
    March 17, 2022
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    Andina Advisors Lehi Utah’s Best Financial Advisor Offers Professional Planning and Investment Solutions

    Lehi, Utah – Andina Advisors has the expertise to help clients achieve their financial goals and aspirations, with over 100 years of financial planning and investment ...
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  • Financial services
    By Mark L. Wells
    March 17, 2022
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    Stephen J. Landersman appointed Wealth Advisor for PSECU Financial Services, available through CUSO Financial Services, LP

    Stephen J. Landersman appointed Wealth Advisor for PSECU Financial Services, available through CUSO Financial Services, LP Strengthens efforts to help PSECU members achieve their financial goals ...
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  • Financial services
    By Mark L. Wells
    March 17, 2022
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    Why life insurance is the Brussels sprout of financial services

    Around 9 million Australian households lost $50 billion in online purchases in 2020/21, directing the bulk of sales to home and garden outlets, variety stores and ...
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  • Financial planner
    By Mark L. Wells
    March 16, 2022
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    What All Those Financial Planner Identification Letters Mean

    When looking for an expert to help you with money matters, choosing among potential advisors can be a challenge. Most advisors will have some sort of ...
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  • Financial institutions
    By Mark L. Wells
    March 16, 2022
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    TAB Bank dragged into seedy world of puppy mill loans by fintech partner

    EDITOR’S CHOICEFree access to the best insights and insights – curated by our editors. Transportation Alliance Bank (TAB Bank) in Ogden, Utah, has a partnership with ...
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  • Financial planner
    By Mark L. Wells
    March 16, 2022
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    Mississippi financial planner lured women into his apartment to rape them, prosecutors say as trial begins – Reuters

    The rape trial of a Mississippi financial planner who has been jailed for nearly three years due to delays in COVID-19 jury trials began Tuesday in ...
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  • Financial advisor
    By Mark L. Wells
    March 15, 2022
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    Top Tips for Communicating with Financial Advisor Clients

    IWinning at communicating effectively with your clients is critical to the success of your financial advisor education and ultimately the relationships you build with your clients ...
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  • Financial institutions
    By Mark L. Wells
    March 15, 2022
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    Bronco Partners Debt Consolidation Scam 2022

    Ad Disclosure: We earn referral fees from advertisers. Learn more Is BroncoPartners a scam? We will let you be the judge. Bronco Partners entices you by ...
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  • Financial planner
    By Mark L. Wells
    March 14, 2022
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    Evan Centopani talks about his new career as a financial planner

    In the late 2000s and early 2010s, Evan Centopani was one of the most popular figures in the IFBB Pro League. Many people in bodybuilding saw ...
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  • Financial authority
    By Mark L. Wells
    March 14, 2022
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    Japanese Financial Authority Asks Crypto Firms to Comply with Sanctions on Russia and Belarus; bitcoin increases

    Japan’s Financial Services Agency on Monday ordered crypto exchanges not to process transactions involving crypto assets subject to asset freeze sanctions against Russia and Belarus over ...
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  • Financial planner
    By Mark L. Wells
    March 14, 2022
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    NISM Renews Accreditation of Certified Financial Planner Certification in India

    NEW DELHI: The National Institute of Securities Markets (NISM) has renewed the accreditation of the Certified Financial Planners (CFP) certification program in India. The Financial Planning ...
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  • Financial services
    By Mark L. Wells
    March 14, 2022
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    Aberdeen’s ’empowered’ women are breaking the financial services mold

    Aberdeen’s ’empowered’ women are breaking the financial services mold Calendar An icon of a desktop calendar. to cancel An icon of a circle with a diagonal ...
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  • Financial advisor
    By Mark L. Wells
    March 11, 2022
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    Taylor Gray joins UBS as a Financial Advisor in White Plains, New York

    WHITE PLAINS, NY–(BUSINESS WIRE)–UBS Wealth Management USA today announced that financial advisor Taylor Gray has joined the firm in White Plains, New York. Taylor has over ...
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  • Financial authority
    By Mark L. Wells
    March 11, 2022
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    Financial Authority bans crypto ATMs from operating in the UK

    by Daily Bitcoin Editor The UK’s FCA has called for the immediate closure of all crypto ATMs. *** the UK Financial Conduct Authority (FCA) All cryptocurrency ...
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  • Financial institutions
    By Mark L. Wells
    March 11, 2022
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    MoneyMutual Review – Reliable Loan Company Worth Using Or Not?

    Sometimes you may need a decent amount of money, and you may not have it on you, so what do you do if you are stuck ...
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  • Financial services
    By Mark L. Wells
    March 10, 2022
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    Ramsey-based wealth management advisory firm joins national financial services firm as new partner

    Ramapo Wealth Advisors from Ramsey has joined Steward Partners Global Advisory, which is affiliated with Raymond James Financial Services. Wells Fargo’s five-person team works with $600 ...
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  • Financial advisor
    By Mark L. Wells
    March 8, 2022
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    Vanderbilt Grows – Welcome New Financial Advisor, Walter McKinney

    Walter McKinney Vanderbilt is pleased to announce its new finance professional, Walter McKinney, joining us from Bridgeton, MO! NEW YORK, UNITED STATES OF AMERICA, March 8, ...
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  • Financial planner
    By Mark L. Wells
    March 8, 2022
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    How to find a female financial planner

    Financial planning is especially important for women, who live longer and earn less than men. Many women prefer female financial advisors, who can understand the unique ...
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  • Financial authority
    By Mark L. Wells
    March 3, 2022
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    CITY COUNCIL VOTES TO CREATE PHILADELPHIA PUBLIC FINANCIAL AUTHORITY

    The ordinance paves the way for the establishment of the nation’s first municipal public bank here in Philadelphia. PHILADELPHIA, March 3, 2022 – Today, the City ...
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  • Financial planner
    By Mark L. Wells
    March 3, 2022
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    Nets Financial Planner Vulnerable Client Accreditation

    The wealth management company has enhanced its offering for older people with a new professionally accredited advice service for vulnerable clients as the number of people ...
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  • Financial planner
    By Mark L. Wells
    March 2, 2022
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    Choose a financial planner who asks the right questions, says Noel Maye

    In many countries, Certified Financial Planners (CFPs) can renew their certification by participating in continuing education programs. In India, they have to take an exam ...
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  • Financial planner
    By Mark L. Wells
    March 1, 2022
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    How to start your FIRE journey, according to a financial planner

    Select’s editorial team works independently to review financial products and write articles that we think our readers will find useful. We earn commission from affiliate partners ...
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  • Financial services
    By Mark L. Wells
    March 1, 2022
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    Big Bang 2.0: unlocking the mystery of post-Brexit financial services

    The UK has one of the largest financial systems in the world. Since Brexit, however, UK imports of financial services from the EU have declined and ...
    Read More

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