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By Fiducia Wealth Management
Fiducia Wealth Management Quarterly Investment Note: Infrastructure
By Fiducia Wealth Management
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.
By Asteron Life
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.
By Guardian Advice
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.
By GetFinancial
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.
By Dane King
Free Small Business and Personal Finance Advice - Stratking Advice Wednesdays
By The Financial Planning Association of New Jersey
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.
By Suzie Young
Cambridge-based accountancy firm offers clients a fresher, more user-friendly experience
By James Ludwick
Hourly advice MainStreet Financial Planning, Inc. moves from the TImes Square area of New York City to the Empire State Building.
By INKOM Wealth Management
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.
By The Retirement Financial Center
Thomas T. Riquier, CFP®, CLU, President of The Retirement Financial Center in Danvers, recently attended the 4th Annual Retirement Income Symposium in Boston.
By Eventy - Marketing & PR
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.
By Xavier Egan
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"
By Ornella Grosz
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.
By Manulife Singapore Pte Ltd
Opens New Financial Advice & Customer Service Centre in Tampines to better cater to customers’ needs
By Bower Retirement Services
Gordon Cunningham, Area Manager at Bower Retirement Services, has been short listed for a British Mortgage Award.
By Welbeck Group
This year, Philip Legrand from wealth management and financial services provider, Welbeck Group, is going 500 miles for The Stroke Association.
By Bosque Financial
Granbury-based financial solutions provider gets national attention!
By Georgina Swain
60-year-old company in South Wales enters administration
By Sarah Lynch
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.
By Poor Richard Web Press
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.
By Heart New Media
Essex based Independent Financial Adviser Watson Moore has officially launched their redesigned website at
By Payplan
The amount spent on credit cards increased in August, fuelling concern that consumers may be overspending and leaving themselves open to credit card debt.
By Christian Nolterieke
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.
By Payplan
THE UK’s coastal towns and cities have the highest proportion of personal bankruptcies for the second year in a row.
By Securitor Australia
In line with the proposed fee-for-advice reform, Securitor is here to help financial and business advisers transition to the new payment structure and Securitor’s adviser network. Find out more about the new payment structure reform.
By HSA for America
Fort Collins, CO (PRLOG) August 24, 2010 – How to protect your assets and safely grow net retirement income by 25% or more per year with a unique, reliable strategy will be covered in detail August 26, 2010 in a webinar hosted by HSA for America.
By Platinum Portfolios
Eastbourne-based financial advisers Platinum Portfolios has said it is still possible for savers to secure improved returns on their investments, despite the current difficult economic climate.
By SMi Group Ltd.
Securing a viable future for any business starts with the definition of aspirations and developing a number of achievable objectives. An important aspect of the development and execution of a strategic plan is the process of allocating resources.
By Sue Rizzelo
This month sees the launch of MLG Associates, a specialist business advisory and insolvency consultancy based in Berkshire. It will specialise in helping SME firms in financial difficulty to find solutions to their problems.
By Ben Lewis
NAPFA Member Martin Shenkman’s RV4TheCure program to be supported by NAPFA and benefitting the National Multiple Sclerosis Society, The Michael J. Fox Foundation for Parkinson’s Research, and the Association of Hole in the Wall Camps
By PlanPlus Inc.
Award-winning financial planning software, PlanPlus Planit has now been launched in Hungary and Russia, with Bulgarian and other variations in development.
By Financial Spectrum
Sydney financial planners at Financial Spectrum have taken a step towards reducing environmental impact by offering financial planning meetings via Skype instead of in their offices in Sydney.
By Revolver PR
New website explains to customers everything they need to know about protection claims
By Teamspirit Public Relations
• Increase in couples over 60 getting divorced • Pension provision more frequently left to men in divorce settlements
By Nathan Mel
Blazer Wealth Management Group is a Melbourne Australia based company offers financial services including Financial Coaching, Planning, Advice, Retirement, Superannuation, Wealth Creation, Building Wealth, Debt Management and other related services
By Revolver PR
AEGON N.V. has today reported results for the first quarter of 2010. Within this, AEGON has reported on the performance of its UK operations.
By Revolver PR
Tele-claims now available across income protection, waiver of premium and total and permanent disability.
By Moneycorp
£30.1m was sent to Brazil from the UK in 2009 for property related purposes, according to leading foreign exchange supplier Moneycorp, up from just £4million in 2004. 2010 has started even more strongly: since 1 January 2010
By BT Financial Group
Find out how the various assets across Australian and International have performed in the first quarter of 2010. Get share market insight into the Australian shares, bonds and how the Reserve Bank of Australia has changed the cash rate.
By Revolver PR
Aegon reveals 65% of advisers say active promotion of quality pension schemes would minimise ‘levelling down’ and in run up to auto-enrolment, over half (52%) of IFAs think employers will need greater communication.
By Revolver PR
AEGON has produced a new guide to help advisers understand everything they need to know about protection claims, ensuring cases of non-disclosure are reduced further.
By Revolver PR
Aegon say 81 per cent of people think pensions are more important (38 per cent) or of at least the same importance (43 per cent) in this general election compared to the last election
By Revolver PR
A large number of price driven protection is bought through internet distributors AEGON highlights top tips to help protection advisers differentiate themselves and win business

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