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About 16 results for "fpsb us"

It takes decades to build a profession

It takes decades to build a profession

There is a lot of unrest in the Indian financial intermediation market today over the market regulator's consultation paper that wants a clear distinction between an adviser and a distributor Many of us in finance have noticed the synchronicities of ..., 15 hours ago

Choose a CFP® professional and put your financial affairs in order

By Bruce Fleming, CFP®, 2016 FPI Financial Planner of the Year I have a very good friend David who, like me, studied to become a lawyer. However, unlike me, after he had completed his LLB, he completed his articles got instated as an attorney and ...
 Insurance Gateway5 days ago

Loans (and more) that ride on your digital exhaust

While micro-finance has been useful in consumption smoothening and micro-enterprise, by financing small assets, it is still difficult for a person with an informal economy asset or income to get easy access to credit Have you tried firing your koora ...
 Livemint.com1 week ago

Fintech fainthearted face higher hurdles

Financial planners appear to be taking a slower and more deliberate approach before embracing digital solutions, which is hampering their ability to innovate and engage clients, according to a new study. Released last week, the Financial Planning ...
 Financial Observer1 week ago

Bods beat bots in the art of advice: global planner survey

(pictured:Bruce Moss) by David Chaplin Flesh-based financial advisers remain confident of fending off robo-competitors despite the gathering pace of the digital revolution, a new global survey has found. According to the Financial Planning ...
 IOandC.com1 week ago

Planner exam entrants mistaken over cashflow requirements

font size decrease font size increase font size Rate this item (0 votes) Financial Planning Today magazine - second issue Many candidates aiming to gain Certified Financial Planner status wrongly believe that a comprehensive cashflow is ... week ago

Mediclaim malfunction maladies

Differential pricing is the way any industry with high fixed costs behaves; but that does not seem fair in health care Did you know that you get different rates for the same surgery if you go as an uninsured person, or if you go with your own cover ...
 Livemint.com3 weeks ago

Building relationships through corporate partnerships

Johannesburg: A Global Comparator Research: Why firms value the CFP ® certification study , conducted by Financial Planning Standards Board (FPSB), shows the positive impact CERTIFIED FINANCIAL PLANNER ® /CFP ® professionals have in financial ...
 Insurance Gateway3 weeks ago FPI: Building relationships through corporate partnerships  FAnews3 weeks ago

Poll verdict: Cashflow model key for true Financial Planning

The votes have been counted and the results are in for the great cash flow modelling debate. The vast majority of the 245 votes 77.4% - were cast to say that cash flow modelling is essential for true Financial Planning. Some 22.6% said no to ... month ago

Good that life insurance firms go IPO

Big IPOs lead to market depth—crucial now for India because household money is finally coming to equities through institutions. For many reasons, it is good that life insurance firms are opting for initial public offerings (IPOs). Big IPOs lead to ...
 Livemint.com1 month ago
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