financial advice Latest News

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.

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.

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.

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.

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.

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

Award-winning financial planning software, PlanPlus Planit has now been launched in Hungary and Russia, with Bulgarian and other variations in development.

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.

New website explains to customers everything they need to know about protection claims

• Increase in couples over 60 getting divorced • Pension provision more frequently left to men in divorce settlements

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

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.

Tele-claims now available across income protection, waiver of premium and total and permanent disability.

£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

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.

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.

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.

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

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

Dan Goldie Financial Services LLC, announced today that its President, Dan Goldie, was recently interviewed by Dow Jones/WSJ Financial Adviser regarding the benefits of outsourcing.

AEGON experts discuss current challenges and highlight opportunities for advisers through online audio podcasts

Intellichoice has implemented a unique and innovative financial planning solution that costs you very little or even zero when compared to industry standard.

Each year, just under 300,000 male pensioners are unwittingly denying their wives a comfortable retirement when they die because they are not taking the right advice when purchasing an annuity with their pension savings.

Confirmation in today’s Budget that there will be no further changes to pension tax relief in the short term is welcome news according to AEGON.

Beckett Financial group is now a member of the American Tax Advisory Network, a CPA Advisory and Tax Return Preparation service designed to support the best practices of today’s professionals.

AEGON has created a dedicated online support centre to help advisers prepare their business for implementation of the Retail Distribution Review proposals.

More people could benefit from financial advice with a telephone-based service

Boomer Nation! - the only broadcast radio show in the Southeast - and one of the first of its kind in the nation that's for and about Baby Boomers - is back on the air!

Did you know that there are 21 grant categories that you may be eligible for?

Invest-it-Yourself.com, a site devoted to do-it-yourself investors, recently unveiled several new features aimed at boosting user interaction, increasing transparency, and providing higher quality portfolio recommendations.

Poorcreditadvisor.com provides financial advice on how to manage bad credit and bring back the credit score to a positive state. Its advocacy is focused on empowering everyone in dealing with poor credit and its negative consequences.

Dan Goldie Financial Services, an independent financial advisory and financial planning firm in Menlo Park, California, announced today that it is offering a complimentary financial review for individual investors with portfolios over $1 million.

San Francisco Startup launches personal finance website to help navigate complex financial matters with professional advice and analysis.

Dan Goldie Financial Services LLC, an independent financial advisory and financial planning firm in Menlo Park, California, reported today the firm’s assets under management grew to over $350 Million as of December 31, 2009.

Roth IRA Conversion creates the unique benefit of tax-free withdrawals and ideal for investors with time to watch investments mature

Knox Hill Partners provides stock recommendations and tools needed to generate solid returns over short-term investment periods.

Geoff Charles of Bower Retirement Services says that retirement funding alternatives need to be looked at in light of the announcement that the Pension Protection Fund is running an annual deficit of £1.23 billion.

2.5 million homeowners are living in their current home for longer than they had originally planned to according to Unbiased.co.uk, the professional advice website that allows users to search for mortgage advisers in their local area.

Enrolling in a debt consolidation credit counseling program could greatly assist in reducing your overall bad credit debts. Like many consumers in America, you probably have 3-5 credit cards at the very least.

Finance company to create over 100 jobs in Yorkshire, provide un-employed with employment opportunities and the chance to get nationaly recognised qualifications in customer service, team leading and sales.

Failure to claim all available tax credits will cost UK taxpayers over £4.2 billion in 2009/10, according to research by Unbiased.co.uk, the professional advice website. Pension & child tax credits are seeing millions fail to claim their allowances

cherryFind outlined its plans to become the number one body promoting the benefits of impartial mortgage and financial advice to consumers and delivering a commercial benefit to all its members.

Santa Monica, CA –Rose Greene, CFP© recently attended focus09, a leading financial services industry conference hosted by LPL Financial, the nation’s number one independent broker/dealer.

Pittsburgh financial planner offers financial advice about retirement savings and retirement investing to people retiring or contemplating early retirement.

In today's financial collapse most Americans are begging for alternative, credible advice from a planner or advisor who has actually traded in the markets and can deliver tangible investment advice.

Whichoffshore.com, the internet's most trusted unbiased review of the offshore world, will now add expatriate bank accounts and offshore savings accounts to its range of reviewed products, making informed decisions easier to make.

This site is Free of Charge to all subscribers and is intended to help expats around the world who feel that they would benefit from getting the correct advice

We all have financial emergencies that can send you into a panic ; Your pet gets sick, you have a car repair, Christmas is coming. What do you do? We have solutions to tame that out of control feeling.

Salt Lake City-based financial planner provides local residents with important questions they need to ask before putting trust in a financial advisor.

BuyAssociation, a UK based company, have recently launched their “Money and Business” section, with the aim of providing more of the impartial advice and detailed information that they are known for.