There are only six weeks to go until FTAdviser’s annual flagship conference, the Financial Advice Forum, is back bigger and better than ever. This year the event will be held in-person at the Leonardo Royal Hotel London City and will see expert panellists explore the key issues facing advisers across regulation, financial planning, later life, […]
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Research tells us that those retirees who seek and receive advice feel in more control of their money and have better financial outcomes. But those who might benefit the most often aren’t seeking it. The number of planners is shrinking, the price is increasing (now around $3,500- $4,000 for a comprehensive plan) and trust, in the […]
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JAKARTA, Indonesia (AP) — A plan for how Indonesia will spend $20 billion to transition to cleaner energy was submitted Wednesday to the government and its financing partners, the planners said. Indonesia’s Just Energy Transition Partnership deal was announced last year and aims to use the funds over the next three to five years to […]
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You’re reading Entrepreneur India, an international franchise of Entrepreneur Media. After Sebi fined YouTuber and well-known options trader PR Sundar INR 6.5 crore and banned him from the market for a year for violating investment advisor norm, the debate whether finfluencers should don the advisory cap has heated up once again. The ban on Sundar […]
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Frances Goldman said she doesn’t do pro bono financial planning for notoriety or accolades. And she certainly doesn’t do it for the money. She does it because she knows that a few hours spent each month sharing her years of financial expertise with someone in crisis can be life changing. It’s also something that Goldman, […]
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Plus: In addition to working to protect clients, Buckingham Big Hearts gives back to the community DAYTON, Ohio, Aug. 15, 2023 /PRNewswire/ — Financial services companies and individuals are at risk of losing data with AI chatbots, and becoming victims of frauds and scams including email phishing, counterfeit text messages, and imposter calls. In response to […]
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WASHINGTON, Aug. 15, 2023 /PRNewswire/ — CFP Board today announced the results of the July 2023 CFP® Certification Exam. The exam was administered during a July 11-18 testing window to 2,926 candidates, with 6% of candidates testing remotely. The pass rate for the July exam was 67%. According to the July 2023 post-exam survey, the […]
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For the longest time, says Michael Hansen, real estate investment trusts were the “participation trophy” of the wealth management world: As long as investors were putting money into them, they were going to reap rewards. Now, though, developments like high inflation and market volatility are forcing planners to be much choosier, said Hansen, the founder […]
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In recent years, more and more adult kids have found it hard to leave home, and they’re still living with their parents. While it could be awkward for both sides, many wonder – should parents charge their adult kids rent? CPA Michelle Herting tells Charles Feldman on L.A.’s Afternoon News that, rather than focusing on […]
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The need for semi-permanent support staff and paraplanners within smaller advice firms is on the rise, especially when superannuation funds begin offering advice. Melanie Drago, former paraplanner and senior consultant at Tangelo Advice Consulting, recently launched Tempie in July 2023, which offers short-term, onshore resources to financial advice businesses. “I call it back-office support. Not […]
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