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About 226 results for "holistic investment planners"

Investors Prefer Holistic Advice, CFP Board Says
Insurance News Net

Investors Prefer Holistic Advice, CFP Board Says

By Diana Britton Penton Business Media Contrary to the prevailing belief in this industry that it pays to focus on a niche market, investors actually prefer to work with an advisor who can discuss all areas of their life, a recent survey by the ... Insurance News Net, 6 days ago
Insurance News Net

Is More Regulation Really Necessary to Protect Investors?

By Megan Leonhardt Penton Business Media The Financial Planning Coalition is advocating for new regulatory standards for financial planners, but is investor confusion enough to justify more rules in an arguably already overregulated industry? The ...
 Insurance News Net1 month ago Financial Coach, Income Planning and Tax Savings Specialist Michael L. Ladin Featured in the Wall Street Journal  CEOWorld Magazine1 week ago Financial Planning Profession Needs More Regulation, Group Says  Financial Advisor Magazine1 month ago Amid Surge in Demand for Financial Planners, Consumers are Harmed by Lack of Appropriate Regulatory Standards  Insurance News Net1 month ago

Retirement Planning: The View from Vanguard

Penton Business Media The dramatic shift by retirement savers to passive investing means financial advisors will spend less time in the future picking stocks, and that leads to questions about new ways to add value. Nowhere are those questions ...
 Insurance News Net1 week ago

Credentials Matter, And So Does A Holistic Approach

Credentials matter, at least according to one survey. Nearly 90 percent of respondents to a Certified Financial Planner Board of Standards survey released Wednesday said they saw a potential advisor's certifications as important. Eighty-six ...
 Financial Advisor Magazine1 week ago
Business Insider

Most Americans Don't Even Know The Basics Of Retiring

REUTERS/Muzaffar Salman (Investment News) "In a recent survey by The American College of Financial Services, only 20% of those surveyed can pass a basic quiz on the steps they need to secure their finances after retiring," reports Bianca Flowers. ...
 Business Insider1 week ago

ASIC Dropped Plans To Educate Financial Planners After Industry Lobbying

In what looks like a massive blow for its credibility, ASIC, according to The Australian, bowed to industry lobbying and abandoned plans to significantly upgrade the educational expectations and standards of Australia's financial planners. The ...
 Business Insider Australia2 weeks ago

Transport planning shall be central to urban planning and development need for comprehensive mobility plans for all cities of over one lakh population Four day Urban Mobility India Conference conclu

At a time when urban mobility has emerged as a major concern and the central government is set to launch new initiatives for building 100 smart cities and renewal of 500 cities and towns, a Conference of Planners, Experts and other Stakeholders have ...
 Business Standard India2 weeks ago Mass transit systems with last mile link must for cities: Experts  EGov Online2 weeks ago

Higher Investment Crucial to Improving Quality

Prof Farqan Qamar Secretary General of the Association of Indian Universities (AIU) Prof Farqan Qamar, Secretary General of the Association of Indian Universities (AIU), a voluntary body for universities, calls for speedy action to make Indian ...
 EGov Online1 month ago

Risk Study Finds Compact Development Reduces Regional Air Pollution, May Harm Local Health

WASHINGTON , Dec. 17, 2014 /PRNewswire-USNewswire/ --An analysis by a team of North Carolina -based environmental and planning researchers concludes that densely populated regions with compact urban development that discourages commuting by ...
 CEOWorld Magazine18 hours ago
Securities Technology Monitor

LPL Financial Welcomes Goss Wealth Management to Broker-Dealer and RIA Custodial Platform

Based in Baton Rouge, LA, with a sister office in New Orleans, Goss Wealth Management provides customized, holistic financial planning to mass-affluent and high-net-worth clients, and also serves retirement plans, estates, and endowments. Founded by ...
 Morningstar.com1 month ago LPL FINANCIAL : Welcomes Goss Wealth Management to Broker-Dealer and RIA Custodial Platform  4 Traders1 month ago
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