financial advice Latest News

Suncorp Advice has appointed Michael Frawley as Practice Development Manager for Suncorp’s self-employed advisory channel in Queensland.

Life risk specialist dealer group Guardian Advice has appointed Steve Coyle as State Manager for Western Australia and South Australia.

Guardian Advice is making solid progress on its medium-term strategy to grow its adviser network to more than 200 advisers by 2014, and has set itself a 1 July 2013 milestone to have more than 160 advisers on board.

Award winning firm of Financial Advisers - Fiducia Wealth Management have developed a unique on-line collaboration website for professionals such Accountants and Solicitors.

BERLIN, GERMANY – PlanPlus announced today the release of its PlanPlus Planit financial planning software for Germany.

PlanPlus announced today that it had rolled out the PlanPlus Planit financial planning software for users in an additional 10 countries for two major banks.

Expert Market Commentary and Outlook by Atlas Wealth Management. Reviewing the current market situation and what to look for over the next few weeks.

Guardian Advice has made three new senior appointments to help drive Guardian’s strategy to grow its adviser network to more than 200 advisers by 2015, and enhance its service offering to advisers.

Too many individual investors never sought out any investment advice in the last 5-10 years. Many have been hurt by the markets because they weren't diversified. Atlas Wealth Management's goal is to advise clients and achieve their long-term goals.

Free Small Business and Personal Finance Advice - Stratking Advice Wednesdays

Suncorp Advice has appointed Michael Frawley as Practice Development Manager for Suncorp’s self-employed advisory channel in Queensland.

Life risk specialist dealer group Guardian Advice has appointed Steve Coyle as State Manager for Western Australia and South Australia.

On 6th April 2013 the new tax year begins. Among many other things, this means that your ISA allowance is renewed for another twelve months.

The long term sustainability of Australia’s financial services dealer groups rests on the robustness of their FoFA-readiness program, said Guardian Advice head Simon Harris.

Guardian Advice is making solid progress on its medium-term strategy to grow its adviser network to more than 200 advisers by 2014, and has set itself a 1 July 2013 milestone to have more than 160 advisers on board.

Two in three people are looking to buy new property over the course of the next twelve months; of which 25pc are would be first time buyers. This is great news for the UK property market, after years of price and demand decline.

Suncorp Advice is advising couples this Valentine’s Day to bridge the ‘happiness gap’ by protecting their ability to earn an income and maintaining the lifestyle they’ve worked hard for.

Award winning firm of Financial Advisers - Fiducia Wealth Management have developed a unique on-line collaboration website for professionals such Accountants and Solicitors.

If securing your financial future is on the agenda for 2013, getting advice for a financial plan should make your new year’s resolution list.

As of Monday, December 3, “The Dave Ramsey Show” can be heard live Monday through Friday from 2 p.m. to 5 p.m. EST on The Talk of the Town News-Talk 1160 AM WCFO.

Every Autumn statement, rumours emanate on the removal, or further restriction, of the Pension Commencement Lump Sum (previously commonly known as the tax free lump sum).

Queenslanders are more stressed about debt than any other state in Australia, and with Christmas looming, that debt stress is set to get worse, Suncorp Head of Advice Stephen Daly said.

BERLIN, GERMANY – PlanPlus announced today the release of its PlanPlus Planit financial planning software for Germany.

PlanPlus announced today that it had rolled out the PlanPlus Planit financial planning software for users in an additional 10 countries for two major banks.

Attorney Offers Financial and Legal Advice on Long-term Care Planning at Allendale Community for Mature Living

Simon Bonnett Head of Financial Planning at Fiducia Wealth Management provides a brief insight into the implications of the introduction of NEST.

Expert Market Commentary and Outlook by Atlas Wealth Management. Reviewing the current market situation and what to look for over the next few weeks.

We are a boutique financial advisory & consulting practice offering tax led bespoke wealth management solutions, asset management & a range of financial planning services to the British Expatriate community throughout the Iberian Peninsula & UK.

Fiducia Wealth Management Quarterly Investment Note: Infrastructure

In the spirit of this summers ‘Big Event’ we have put their Investment Team to work to indentify which investment house would win the Fiducia Fund Management Challenge.

Guardian Advice has made three new senior appointments to help drive Guardian’s strategy to grow its adviser network to more than 200 advisers by 2015, and enhance its service offering to advisers.

Guardian Advice has completed a comprehensive review of its panel of preferred partners and added BT Life to its existing group of preferred partners, which includes Asteron Life, AIA, OnePath and CommInsure.

Brief commentary on the markets and ideas on managing your portfolio to build wealth over time.

This video provides an expert outlook on the Stock Market for June 2012. Despite geo-political and economic concerns we are looking to be range bound in the markets. This analysis provides different levels to look for in the markets.

Our latest report has identified "undervalued" and "oversold" stocks. We believe all are poised to jump from now until the November elections. Check out why we provide our clients with the expert knowledge they need to yield great performance.

GetFinancial have recently launched their Find An Adviser service, allowing UK consumers to quickly find a qualified adviser to advise them on mortgages, life insurance, or debt problems.

Many investors have a "buy and hold" mentality and have gotten burned over the last 10 years. In many ways you can actively manage your portfolio for greater capital gains and taking advantage of compounding.

Too many individual investors never sought out any investment advice in the last 5-10 years. Many have been hurt by the markets because they weren't diversified. Atlas Wealth Management's goal is to advise clients and achieve their long-term goals.

Free Small Business and Personal Finance Advice - Stratking Advice Wednesdays

The Financial Planning Association of New Jersey presents a dynamic educational event for planners, advisors, and all those involved in the financial planning process.

Author, Robert Margetic pens new book that contains the five-step process for success in volatile times, How to Survive the Coming Retirement Storm.

Cambridge-based accountancy firm offers clients a fresher, more user-friendly experience

Hourly advice MainStreet Financial Planning, Inc. moves from the TImes Square area of New York City to the Empire State Building.

Sydney-based INKOM Wealth Management joined the latest technology trends and released a suite of mobile applications offering access to 2 million financial instruments from 162 global exchanges, mortgage, tax and investment apps.

Thomas T. Riquier, CFP®, CLU, President of The Retirement Financial Center in Danvers, recently attended the 4th Annual Retirement Income Symposium in Boston.

Cornish independent financial advisers TMS Financial Solutions raised £1000 for Cornwall Hospice Care through a golf day dedicated to the memory of a loved colleague.

Social Premier suggests they offer a new social networking experience. An online social network marketing community for financial advice leading to financial freedom; their philosophy is "Sharing knowledge today will lead to sharing wealth tomorrow"

A book for any high school or college student, Moneylicious: A Financial Clue for Generation Y provides ample knowledge on how to avoid the pitfalls of debt and create a sound financial platform for individuals just starting out.

Opens New Financial Advice & Customer Service Centre in Tampines to better cater to customers’ needs

Gordon Cunningham, Area Manager at Bower Retirement Services, has been short listed for a British Mortgage Award.

This year, Philip Legrand from wealth management and financial services provider, Welbeck Group, is going 500 miles for The Stroke Association.

Granbury-based financial solutions provider gets national attention!

60-year-old company in South Wales enters administration

iMoneyCoach recently launched a series of finance and life balance courses online at the iMoneyCoach University, making financial freedom easier and more convenient to learn about and achieve.

The Balancing Act host Danielle Knox talks with Wealth Virtues author James Ward on how the virtues of Ben Franklin can help keep that resolution, and create realistic wealth and a comfortable retirement income for anyone at any age and income level.

Essex based Independent Financial Adviser Watson Moore has officially launched their redesigned website at www.watsonmooreifa.com.

Mike Dillard, author of Magnetic Sponsoring and Self-Made Millionaire, takes you inside the secret black-box investment strategies of the rich with the creation of The Elevation Group.

The amount spent on credit cards increased in August, fuelling concern that consumers may be overspending and leaving themselves open to credit card debt.

A new study by MyPrivateBanking Research reveals that up to now high net worth individuals are most likely to have gained experience with fee-only financial advice. But with new regulations and laws coming around in the EU, this will soon change.

THE UK’s coastal towns and cities have the highest proportion of personal bankruptcies for the second year in a row.