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Financial Planner

Financial PlannerMLP startet Master-Studiengang

DAS - ‎20.07.2016‎
Der Finanzvertrieb MLP hat zusammen mit der Steinbeis School of Management and Innovation einen berufsbegleitenden Studiengang ins Leben gerufen. Nun können MLP-Berater neben dem Certified Financial Planner (CFP) auch einen Master of ...

Charles Schwab's daughter is a financial planner, and she says being good with ...

Business Insider - ‎21.07.2016‎
On LinkedIn, while writing about the lack of women financial planners, she explores the finding from a recent Charles Schwab study that says millennial women prefer to work with a woman financial planner. This presents a challenge and an opportunity ...

DeVere UK attains chartered financial planner status

International Adviser - ‎19.07.2016‎
“Being awarded the corporate chartered financial planners status illustrates our continual commitment to raising standards and expertise, providing the highest quality advice backed up by world class service and support for our clients - our most ...

Financial Planner From the Society of Grownups Gives Money Advice

Glamour - ‎19.07.2016‎
Can't decide whether to splurge on a trip to Paris or save for retirement? According to the awesomely named Society of Grownups, a financial education center that calls itself “a master's program for adulthood,” there is no one best answer. Its philosophy?

Entries open for Financial Planner of the Year

FT Adviser - ‎22.07.2016‎
Entry is now open for the 21st annual Money Management Financial Planner Awards, sponsored by Schroders. Categories for the awards cover: - Investment companies planner of the year, sponsored by the Association of Investment Companies,.

How does a lottery winner find a financial advisor she can trust?

Los Angeles Times - ‎17.07.2016‎
You would be smart to seek out a trustworthy fee-only financial advisor to help make the most of your money and to deal with all those who want to part you from it.

How To Choose A Financial Advisor. Part I: Training And Designations

Seeking Alpha - ‎vor 14 Stunden‎
There are more than 600,000 financial advisors in the United States today. In a 40-year career on Wall Street, I personally helped train about 50,000 of them.

The Pros and Cons of Hiring a Financial Advisor

Yahoo Finance - ‎20.07.2016‎
Making long-term decisions about money can be difficult and even a little scary. Many people turn to financial advisors for help with their financial decisions.

Should I trust my advisor or accountant?

MoneySense - ‎19.07.2016‎
Q: We seem to be in a financial dilemma. Different perspectives on RRSPs at a time when my husband is retired and I am going to retire.

Key Steps to Researching a Financial Advisor

NerdWallet (blog) - ‎11.07.2016‎
How can you make sure you choose the right financial professional? It's impossible to be absolutely certain you've found someone who is trustworthy and with whom you will enjoy working, but there are some steps you can take to ensure that your advisor ...

6 Things That Scare Your Financial Advisor

Nasdaq - ‎18.07.2016‎
Here's one thing financial advisors don't appear to be sweating: a 2016 stock market meltdown. Despite the market's rocky start to the year, more than 150 of 200 financial professionals who responded to a survey by NerdWallet earlier this year say they ...

Your financial planner: Did your child recently marry?

Kansas City Star - ‎20.07.2016‎
Summer is the season for weddings, tears of joy, gorgeous bridesmaids' dresses, Bob Marley tunes in Jamaica, champagne toasts and dancing the wedding night away.

Ely earns certified financial planner designation

Roanoke Times - ‎11.07.2016‎
Matthew Ely, a financial advisor with The Myrias Group, a private wealth advisory practice of Ameriprise Financial Services in Roanoke, recently obtained the certified financial planner certification. Ely successfully completed the rigorous ...

East Midlands Based Independent Financial Planners Launch Female-only ...

PR Newswire UK (press release) - ‎19.07.2016‎
Award-winning East Midlands-based Independent Financial Planners, Cockburn Lucas, are delighted to launch Cockburn Lucas for Women (CL4W), their new dedicated female-only planning service.

Kiplinger's Personal Finance - When to call in a financial adviser - ‎23.07.2016‎
Hiring someone who will make sure your financial ship is heading in the right direction is well worth the cost at certain critical junctures.

Six Basics to Consider Before Investing with a Robo Advisor

Huffington Post - ‎13.07.2016‎
You've considered hiring a qualified professional to work with you on all financial matters including your investments, but you're worried the fees might be too steep for your budget.

Rework your financial plan

Hindu Business Line - ‎vor 12 Stunden‎
If your financial planner had assumed an inflation of 6 per cent annually while working out how much you need to save in the next 15-20 years, sorry, you are at risk of your corpus falling short.

FPA chief takes financial planners on a tour of the new regulatory landscape

Professional Planner - ‎20.07.2016‎
It's important that we spend a little bit of time understanding the regulatory landscape that we're heading into now the government has been returned, though obviously with the slimmest of margins.

Index investing: Mark Evans of Beaumont Financial Planners - ‎19.07.2016‎
Mark Evans, founder of Shropshire-based Beaumont Financial Planners, believes global markets have been so unpredictable in the past few months it has become increasingly dangerous to use certain tracker funds, particularly outside the US.

It's Not Me, It's You: Why Clients Dump Their Advisors

Financial Advisor IQ (registration) - ‎22.07.2016‎
According to Kelley Long, a financial planner with Financial Finesse, an unbiased provider of workplace financial wellness programs based in El Segundo, Calif.