6 signs your financial planner is bad
"Whatever your financial needs are, there's only one answer, such as an annuity, whole life insurance, one hot stock, etc.," Di Vincenzo says, describing how some planners promote a single approach. "Or everything you need is one product or one fund family.
BMO Financial Planning Week Study: Canadians Spend More Time Thinking About Money than Love or Leisure
TORONTO, ONTARIO--(Marketwired - Nov 18, 2013) - To mark Financial Planning Week and Financial Literacy Month, BMO Financial Group today issued the results of a study which found that finances dominate the thoughts of Canadians. According to the ...
Lincoln Financial Group To Participate In The Goldman Sachs US Financial Services Conference
RADNOR, Pa., Dec. 5, 2013 /PRNewswire/ -- Lincoln Financial Group LNC announced today that Dennis Glass, president and chief executive officer of Lincoln Financial Group, will present at the Goldman Sachs US Financial Services Conference on ...
University Gets Real with Financial Planning Education, Taps Advisors to Show Students What it Takes to Get Hired
Running a financial planning practice isn’t just about portfolio construction or the intricacies of personal finance: there are subtle people skills, new software to master and back-office procedures to be learned. These real world strengths ...
Your magic number for retirement
Ibbotson thought there was a better way to determine the ideal savings rate, a method that employed the financial-planning world's sophisticated techniques but was simple enough that any consumer could use it. So with the help of two Ph.D ...
Financial planning for child care
Rick Kahler, the president of Kahler Financial Group, says it's a good idea to compare the cost of child care with the income of the lowesr-wage-earning parent. In many cases, he says, the cost of child care negates working outside of the home. In ...
Clarus Financial Brings Comprehensive Financial Planning Services to Underserved Clients
EAST BRUNSWICK, N.J., Oct. 16, 2013 /PRNewswire/ -- Bryan Koslow is pleased to announce the opening of his new firm, Clarus Financial, Inc. The firm serves individuals, families, and small business owners, providing access to Financial ...
Why financial plans aren't just for the rich
Only 31% of financial decision makers in families say they have created a comprehensive financial plan either on their own or with professional help, according to the 2012 Household Financial Planning Survey conducted by the Certified Financial Planner ...
Waddell & Reed Taps BOK Financial Trust Services to Expand Trust Solutions for Clients
Waddell & Reed, Inc., one of the oldest financial planning and investment management firms in the country, has partnered with BOK Financial Corporation BOKF to expand the advisor-friendly trust services available to its clients. For more than 75 ...
IGM Financial Inc. Announces November 2013 Total Assets Under Management
... party financial advisors and Investment Planning Counsel through a network of financial planners who are dedicated to serving the needs of their clients. IGM Financial Inc. is a member of the Power Financial Corporation group of companies.
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