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About 258 results for "holistic investment planners"

Planners carry greatest regulatory onus

Inconsistencies exist between the responsibilities of directors and trustees of investment companies and responsible entities and those of financial planners which are serving to undermine consistent regulation of the financial services industry, ... Money Management, 1 week ago

Financial planning versus wealth management

Sometimes even self-directed investors may prefer the security of having their money managed by a professional. Maybe they don't have enough time to do it themselves. Maybe they are looking for help from an expert who can monitor their finances over ...
 Money Observer2 weeks ago McGee Wealth Management Executive Team Chosen For Industry's Elite Advanced Planner's Study Group to Study Financial Market Trends, Global Economics, Geopolitical Issues  BizWire Express2 weeks ago Finding the Right Financial Advisor -- Where to Start?  Huffington Post1 month ago
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 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 month 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 month ago

Plan for retirement corpus depends on number of working years left

By: Suraj Kaeley When an individual starts framing the picture in terms of investor profiling, it is paramount to take a sneak-peek into the past, current and future status. A simple three-step approach of estimating current expenses, adjustment of ...
 Times of India5 days ago

Bimal Patel | How to make urban planning work

Mumbai: Inadequate planning is held responsible for many of India's urban problems, including unregulated growth of buildings and mismatched infrastructure. But this should not be the case, advocates Bimal Patel , an Ahmedabad-based architect, urban ...
 Livemint.com1 week 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  Business Standard India1 month ago UMI14 highlights burning issues related to urban mobility  MotorIndia1 month ago Mass transit systems with last mile link must for cities: Experts  EGov Online1 month ago

Adviser Profile: Andrew Moore of Goodmans Financial Planning

Andrew Moore, director of Goodmans Financial Planning , is committed to financial planning, even if it means rethinking his strategy for growth. He believes advisers should be akin to architects, helping clients design a holistic life plan rather ...
 Citywire2 weeks ago Local CPA Earns Exclusive Personal Financial Specialist Credential  Market Pulse Navigator2 weeks ago

The need for quality education

It is about time politicians and policy planners acknowledge shortcomings and bring about changes in raising the academic excellence in schools and public universities. AS a percentage of the Gross Domestic Product, Malaysia's budget for ... weeks 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 month ago
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