Financial Planning Best Advice
eFinPLAN Announces New Financial Planning Software for Consumers
eFinPLAN's new financial planning software focuses on underserved issues and market segments to give consumers control of their financial futures.
How to Choose an Independent Financial Adviser
We tend to turn to all manner of people for advice and often take pot-luck on whether the person we have asked is especially knowledgeable, whether we can rely on them to be giving impartial and independent advice, or whether their answer starts with the phrase "If I were you
Financial Planning & Money Management -- Does Your Retirement Plan Take Into Consideration "who You Are?"
One of the biggest challenges we all face is planning for retirement The future is impossible to predict, and the further away we are from retirement the more difficult it is to determine what our financial needs may be when the time comes
Allsup Adds Financial Planning and Healthcare Information Services to Expand Solutions for Individuals with Disabilities
Allsup's free Financial Matters site provides practical detail to help people with disabilities better manage their finances, healthcare costs and taxes.
For Investment Advice UK, Consult an Independent Financial Adviser
In the UK, we are nothing if not spoiled for choice when it comes to ways to invest our funds This is a fine thing of course, except for the fact that the sheer range of possibilities can make it difficult to choose, especially if the wrong choice is unnecessarily risking our funds
CompTIA University Adds Business, Financial Planning Classes
Sessions offered at CompTIA Breakaway 2008
Investment Policy Statement Essential for Good Financial Planning
Nationally-Recognized Wealth Managers Promote Benefits of ISPs to Consumers and Financial Planners
Get A Headstart In Your Financial Planning Education
School is always a good thing. The more knowledge you acquire, the better off you are. This goes without saying anymore. It's a given. This is why so many of us head off to college after high school, and then some off to graduate school after their bachelor's degree is complete. It's all about moving on up the totem pole. You're more desirable to companies if you have an awesome education. Then there are other reasons for acquiring knowledge. After all, no one ever said your college degree was only for getting a decent job. Hopefully you're able to apply it in everyday life as well. Take a financial planning education for example. This is a field that you might find beneficial to you and your family in the long run.
Barclays Financial Planning Reveals Smaller Companies' Concerns at Low Pension Contributions
The latest report from Barclays Financial Planning reveals that nearly a fifth of employees do not pay in to their pension, but almost a third of employers contribute over 6 per cent of salary.
The Seven Deadly Sins Of Financial Planning
1 Failure to plan
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The Financial Planning Money Links
The fee only financial planner authority investment, loan, mortgage and insurance links.
The Financial Planning Education, Career and Business Links
More great links for your education, career and business needs.
LifeCare Partners with Jean Chatzky To Deliver Suite of Financial Planning Seminars to Employers
This release shares details of LifeCare's exclusive partnership with nationally recognized financial expert, Jean Chatzky, to deliver a suite of 15 new financial planning seminars to employers and their employees across the country.
Spectrum Input, LLC, Streamlines Financial Planning Tasks with Release of PreciseFP(TM) Digital Client Questionnaire
Spectrum Input, LLC, announces the release of its flagship product PreciseFP(TM), a non-proprietary data-gathering tool for financial planners and investment advisors that uses industry-standard communication methods (e.g. XML, PDF) to collect, process, and store client data in a secure and efficient manner
Midland Asset Management, Dallas, TX, Fee-only Financial Planning, Wealth Management Firm Announces a Wealth Management Blog
Midland Asset Management announces the release of a wealth management blog. The blog is conglomerate of ideas, thoughts, concepts organized into wealth management topics. The blog is written in short, crisp articles and includes action points.
Levitt Capital Management Named by Barron's Top 100 Independent Financial Advisers
Robert Levitt, Founder and Chief Investment Officer of Levitt Capital Management LLC, has been named as one of the country's top 100 independent financial advisers by Barron's magazine in its annual rankings just out in its August 16, 2008 issue.
Upswing CRM Announces General Availability of "Upswing CRM for Financial Advisors," Version 2.0
New on-demand customer relationship management service combines time-saving interface and workflow efficiency with industry-specific features for financial advisors
FINRA Awards Top Financial Advisors $1.2 Million and Expungement of U-5's in Defamation Suit Against Banc of America Investment Services, Inc.
Financial advisors Rock Mirich and Brent Cowin, represented by Marie Mirch of Mirch Law Offices in San Diego, CA, were vindicated with a $1.2 million dollar award of damages and expungement of false information (FINRA 07-00446) that Banc of America Financial Services, Inc. (BAIS) had placed on their U-5's.
Nation's Premier Online MBA Financial Planning Program Attracts Military Students From Around the World
California Lutheran University's Institute of Finance takes its Graduate Distance Learning program to the Armed Forces. This online MBA program is fast becoming the choice of many military officers as it prepares them for a future career change into the financial services industry.
Craig W. Lemoine joins The American College as Assistant Professor of Financial Planning
Craig W. Lemoine, former Texas Tech academic and Lincoln Financial Advisor, has been named Assistant Professor of Financial Planning at The American College. As the new Assistant Professor of Financial Planning, Lemoine's responsibilities include teaching Financial Planning: Process and Environment and Security Analysis and Portfolio Management.
Youth Education Solutions, LLC: Wednesday July 30, 2008 Free College Financial Planning Workshop
Youth Education Solutions, LLC - Invites parents to a Free College Financial Planning Workshop; attend a valuable, information-packed college financial planning workshop for parents of high school students. Parents with children of all levels are welcome.
How to Choose an Independent Financial Adviser
We tend to turn to all manner of people for advice and often take pot-luck on whether the person we have asked is especially knowledgeable, whether we can rely on them to be giving impartial and independent advice, or whether their answer starts with the phrase "If I were you
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