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Latest Articles

  • Financial planner

    4 questions you should ask your future financial planner

    By Mark L. Wells
    September 25, 2020
    Getty Choosing to work with a financial planner is one of the biggest decisions many will face. The hardest part begins when choosing what ...
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  • Financial planner

    What exactly does a paid financial planner do?

    By Mark L. Wells
    September 15, 2020
    A. Your question is a good question that I get often, Rob, even from people in the industry. So let me explain. Something I ...
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  • Financial services

    A mountain of experience behind a new financial services company

    By Mark L. Wells
    September 2, 2020
    It’s one thing to understand the designation of Baby Boomers, Gen Xers, and Gen Yers – it all depends on when someone was born. ...
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  • Financial planner

    What is a Certified Financial Planner™ (CFP) and why do you need one?

    By Mark L. Wells
    August 12, 2020
    Advertising disclosure This article/post contains references to products or services of one or more of our advertisers or partners. We may receive compensation when ...
    Read More
  • Financial services

    The American College of Financial Services is launching a new

    By Mark L. Wells
    August 5, 2020
    King of Prussia, August 05, 2020 (GLOBE NEWSWIRE) – The American College of Financial Services announced yesterday at the Virtual Conference of African-American Financial ...
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  • Financial services

    Insights from Michelle Singletary: Diversity in Financial Services

    By Mark L. Wells
    July 31, 2020
    Author, editor of The Color of Money column in The Washington Post, and TV and radio guest Michelle Singletary addressed a critical topic in ...
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  • Financial planner

    A financial planner shares 3 ways to get the most out of your advisor

    By Mark L. Wells
    July 28, 2020
    Personal Finance Insider writes about products, strategies, and advice to help you make smart decisions with your money. We may receive a small commission ...
    Read More
  • Financial services

    The American College of Financial Services National Annual

    By Mark L. Wells
    July 24, 2020
    King of Prussia, July 24, 2020 (GLOBE NEWSWIRE) – The American College of Financial Services, the country’s largest nonprofit accredited educational institution dedicated to ...
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  • Financial services

    The Big Interview: McCrea Financial Services MD Douglas McCrea

    By Mark L. Wells
    July 15, 2020
    The company grows stronger after 21 years, says the managing director. Image: contributed. As the coronavirus crisis and the ensuing lockdown impact all of ...
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  • Financial planner

    A financial coach is different from a financial planner. Here’s how.

    By Mark L. Wells
    July 2, 2020
    Although their titles sound similar, financial planners and financial coaches play different roles in helping clients make informed decisions about their money, says financial ...
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  • Financial planner

    You don’t need a financial planner… Unless…

    By Mark L. Wells
    June 23, 2020
    In virtually every aspect of life, there are things we can do for ourselves and things we can’t. If you cut your finger slightly, ...
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  • Financial planner

    Find a financial planner you trust

    By Mark L. Wells
    June 5, 2020
    The coronavirus pandemic has sparked increased demand for toilet paper, Clorox wipes, at-home hair coloring kits and financial advice. A recent survey by the ...
    Read More
  • Financial services

    Behind the purchase of Coe Financial Services by Creative Planning

    By Mark L. Wells
    May 20, 2020
    Deb wanted him to sell. Long before Richard Coe turned 70 last year, his wife had “advocated strongly” for his retirement. Coe – who ...
    Read More
  • Financial services

    Factsheet: Costs AFSL (Australian Financial Services Licence) – Finance and Banking

    By Mark L. Wells
    May 14, 2020
    Australia: Factsheet: Costs of AFSL (Australian Financial Services Licence) May 14, 2020 Holley Nethercote To print this article, all ...
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  • Financial planner

    A financial planner is important now | The smart investor

    By Mark L. Wells
    April 15, 2020
    On a cold day in Chicago in December 1969, 13 people gathered to discuss a better way to provide financial advice. They recognized that ...
    Read More
  • Financial planner

    My Financial Planner Taught Me 2 Lessons That Help Me Grow My Money

    By Mark L. Wells
    February 19, 2020
    Personal Finance Insider writes about products, strategies, and advice to help you make smart decisions with your money. We may receive a small commission ...
    Read More
  • Financial planner

    I Spent $300 on a Financial Planner After College and It Was Worth It

    By Mark L. Wells
    February 12, 2020
    The author is not represented. Hero Images/Getty Loading Something is loading. It was two months after graduating from college, I was unemployed and felt ...
    Read More
  • Financial planner

    5 ways to get the most out of a financial planner, according to a CFP

    By Mark L. Wells
    January 23, 2020
    Eric Roberge. Photo by Dina Konovalov Loading Something is loading. Thinking of hiring a financial planner? This could be a great decision to make, ...
    Read More
  • Financial authority

    The financial authority finds shortcomings in the recruitment of executives in the sector | New

    By Mark L. Wells
    January 10, 2020
    Deficiencies noted during the special audit carried out last year were identified among creditors or credit intermediaries, payment institutions, banks, insurers, management companies and ...
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  • Financial planner

    4 strategies I use to manage my money, no financial planner required

    By Mark L. Wells
    December 22, 2019
    Financial planners are great, but not everyone can afford to hire one. I certainly fall into this camp – I earn a decent living, ...
    Read More
  • Financial authority

    Swedish financial authority opens sanction case as part of SEB investigation | New

    By Mark L. Wells
    December 18, 2019
    The decision to open the sanction case is itself part of the FSA’s investigative process, reports BNS, with the FSA considering that there are ...
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  • Financial authority

    Swedish financial authority approves Swiss ETP crypto provider Amun BlockBlog

    By Mark L. Wells
    December 11, 2019
    On December 10, Swiss company Amun AG announced that the company’s base prospectus had been approved by the Swedish Financial Supervisory Authority (SFSA). The ...
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  • Financial authority

    Pope to appoint new president of Vatican Financial Authority

    By Mark L. Wells
    November 18, 2019
    A press release from the Holy See’s Press Office indicates that Pope Francis chose a successor to the current president of the Vatican Financial ...
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  • Financial authority

    MeleCoin is not registered to operate in Dubai, financial authority warns

    By Mark L. Wells
    October 15, 2019
    Dubai’s financial watchdog has warned the public about a fraudulent crypto project that claims to be based in the city. In a advisory seen ...
    Read More
  • Financial authority

    Israel Financial Authority to Accelerate Blockchain and Fintech Licensing

    By Mark L. Wells
    August 19, 2019
    The Capital Market, Insurance and Saving Authority, a division of Israel’s Ministry of Finance (MoF), is seeking to speed up the process of obtaining ...
    Read More
  • Financial authority

    Financial authority orders Garuda to restate 2018 results | New

    By Mark L. Wells
    June 28, 2019
    The country’s Financial Services Authority (OJK) ordered Garuda Indonesia to restate its 2018 financial statements, after questions were raised about how it accounted for ...
    Read More
  • Financial authority

    Significantly Reduced Non-Resident Banking Risk, Financial Authority Says | New

    By Mark L. Wells
    April 10, 2019
    The announcement comes after a bank, the Tallinn branch of Danish bank Danske, was ordered to go out of business this year after revelations ...
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  • Financial authority

    FCA and UK Financial Authority scan 18 more cryptocurrency companies

    By Mark L. Wells
    December 31, 2018
    The UK’s financial authority, the Financial Conduct Authority (FCA) monitors cryptocurrencies and blockchain companies to understand the integrities of the ecosystem, so they can ...
    Read More
  • Financial authority

    German financial authority warns crypto asset investors against PlatinCoin

    By Mark L. Wells
    December 1, 2018
    Bitcoin News German financial authority warns crypto asset investors against PlatinCoin History is repeating itself, so another crypto company has been targeted by a ...
    Read More
  • Financial authority

    Swiss Financial Authority FINMA issues guidelines for ICOs

    By Mark L. Wells
    November 7, 2018
    The Swiss Financial Market Supervisory Authority FINMA has define the guidelines for startups based in Switzerland, which plan to raise capital through Initial Reel ...
    Read More
  • Financial authority

    Fintech NPLs Under Control, According To Financial Authority – Business

    By Mark L. Wells
    October 22, 2018
    News Office (The Jakarta Post) Jakarta ● Mon 22 October 2018 2018-10-22 10:52 1090 882ab4bc56dbda08a069b308778af159 4 Business fintech, non-performing loan, OJK, valuation To free ...
    Read More
  • Financial authority

    UK Financial Authority Creates Global Alliance for FinTech Innovation Collaboration

    By Mark L. Wells
    August 7, 2018
    The UK’s Financial Conduct Authority (FCA) has announced the creation of a global initiative to improve collaboration on fintech innovations – like blockchain – ...
    Read More
  • Financial authority

    U.S. financial authority asks brokerage firms to disclose crypto activity

    By Mark L. Wells
    July 10, 2018
    The Financial Industry Regulatory Authority has issued a notice encouraging every company that sells securities to the public in the United States to disclose ...
    Read More
  • Financial authority

    Austrian financial authority calls for stricter regulation of ICOs and cryptocurrencies

    By Mark L. Wells
    June 30, 2018
    Directors of the Austrian Securities and Markets Authority (FMA), Klaus Kumpfmüller and Helmut Ettl, have proposed stricter regulations on cryptocurrencies and initial coin offerings ...
    Read More
  • Financial authority

    Polish financial authority declares crypto trading legal following anti-crypto campaign

    By Mark L. Wells
    June 7, 2018
    Poland’s financial watchdog recently claimed that cryptocurrency trading is completely legal in the country, according to a official announcement published on its website on ...
    Read More
  • Financial authority

    Pakistan to Grant Greater Administrative and Financial Authority to PoK, Gilgit-Baltistan | World news

    By Mark L. Wells
    May 20, 2018
    Pakistan’s top civilian and military leaders have agreed to grant greater administrative and financial authority to Pakistan-occupied Kashmir and Gilgit-Baltistan, the region through which ...
    Read More
  • Financial authority

    Beware of this UAE scam, financial authority warns

    By Mark L. Wells
    March 4, 2018
    Dubai: Consumers and businesses in the United Arab Emirates were warned on Sunday to be on alert for scammers who continue to pose as ...
    Read More
  • Financial authority

    Japan’s financial authority inspecting 32 cryptocurrency exchanges – Bitcoin News regulations

    By Mark L. Wells
    February 3, 2018
    The Japan Financial Services Agency announced that it is inspecting all 32 cryptocurrency exchanges in Japan. This includes 16 scholarships that have not been ...
    Read More
  • Financial authority

    Japan’s Financial Authority Clarifies Stance on Initial Coin Offerings – Regulation Bitcoin Planet

    By Mark L. Wells
    October 29, 2017
    The Japan Financial Services Agency (FSA) has released a statement regarding Initial Coin Offerings (ICOs). In addition to the risk warnings, the agency detailed ...
    Read More
  • Financial authority

    50 Bitcoin exchanges have been filed with the Japanese financial authority – Bitcoin regulation news

    By Mark L. Wells
    August 22, 2017
    The Japan Financial Services Agency (FSA) has revealed that around 50 bitcoin exchanges have filed registration documents with the agency, according to a local ...
    Read More
  • Financial authority

    Indonesia to choose new chief financial authority this week

    By Mark L. Wells
    June 5, 2017
    JAKARTA, June 5 (Reuters) – A finance committee in Indonesia’s parliament on Monday questioned two candidates vying to lead the country’s financial regulator ahead ...
    Read More
  • Financial authority

    Financial authority gets bolder on capping term deposit interest rates – Business

    By Mark L. Wells
    March 1, 2016
    Grace D. Amianti (The Jakarta Post) Jakarta ● Tue March 1, 2016 The Financial Services Authority (OJK), starting next month, will set a maximum ...
    Read More
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