financial advisor Latest News

Broker-dealers argue it is possible to collect sales commissions and also give trustworthy advice. Other advisors and regulators believe an advisor’s vision is clouded once the investment choices include products paying sales commissions.

Flaherty promoted; will provide financial planning, investment management and retirement plan services to Canby Financial clients

Rick Parkes, financial and retirement planning expert, discusses how higher gas prices and inflation will affect your retirement and income planning.

BrightPath Wealth Planning, LLC is proud to announce the launch of the BAM ALLIANCE, an active community of like-minded, independent wealth management firms dedicated to delivering on the promise of true wealth management.

Clients love their Financial Advisor Christi Staib, CRPC©, MBA . She was rated highest in overall satisfaction in the Dallas/Fort Worth area for financial advisors for 2012.

Rick Parkes, financial and retirement planning expert offers information about trusts - helping others understand how they can better direct their estate and protect their assets.

Investor Watchdog announced Michael Ubben, Craig Goos, and Merra Lee Moffitt were awarded a 5 star quality rating and admitted to the Paladin Registry of Financial Professionals.

Quality DipFA AFA Exam training in London offered by Futuretrend Training Academy.

Top quality training for your DipFA AFA Coursework Assignment is available at Futuretrend Training Academy.

Futuretrend Training Academy are offering affordable, tutor-led, classroom based training in DipFA FSRE.

Futuretrend are happy to offer tutor-led, classroom based DipFA training in London which is very affordable.

Josh McWhorter has recently been named as one of America’s PremierExperts® in recognition of his success in the Financial industry.

Brian Raleigh has recently been named as one of America’s PremierExperts® in recognition of his experience and success in financial planning.

Rick Parkes, financial advisor, was recently seen on NBC and other network affiliates across the country as an expert guest on “Meet The Experts.”

Boston, MA, 6/14/12- James E. Knee, founder and CEO of Sterling Financial Services, LLC attended BlackRock’s New England Independent Advisors Private Briefing Thursday, June 14th, 2012 in Boston, MA.

Bill Duggins, CFP®, CPA, AIF®, and founder of Duggins Financial has once again been named a Five Star Wealth Manager by Orange Coast magazine. Less than 2% of the 13,400 wealth managers in Orange County receive this award.

John Bell has joined Veritat Advisors in Gwinnett County, GA to provide fee-only financial planning and investment management services. Previously, he worked at Wachovia Securities and Olde Stockbrokers.

Advisor Support Program Offers Marketing Support To Financial Advisors

Rick Parkes, financial advisor, has signed a publishing deal with CelebrityPress, along with best-selling author Jack Canfield and a select group of leading experts from around the world to release the book, “The Success Secret.”

A client requested my opinion of an annuity he was considering. The week-long exchange between myself, the annuity salesman, and the client turned out to be an illustration of what people should beware of when evaluating a financial advisor.

A client asked my opinion of an annuity offering an 8% guaranteed return and a 5.5% bonus just for investing. Essentially, he could invest $439k today and get $56k every year for the rest of his life starting in ten years. Was this a good investment?

A free webinar. Financial advisors will learn how to develop and enhance their Social Security income planning services by addressing needs of their pre/early retiree female clients and prospects. Key concepts, techniques, case studies will be shown.

On a relative basis, inflows for bond funds in recent years surpass the assets that flowed to equity funds during the height of their popularity in the late 1990s.

Philip Cioppa, financial expert, was recently seen on NBC, CBS, ABC and FOX network affiliates around the country as an expert guest on The Brian Tracy Show.

Financial Advisor Rick Parkes reaches out to clients and the community to inform them of the benefits and dangers of owning annuities.

Cory Hoffer Recognized by Industry Publication “401kWire”

1650 Wealth Management, a Registered Investment Advisor with locations in Boca Raton and Miami, Florida, is pleased to announce that Founder, Thomas W. Balcom, CFP®, CAIA, MBA, has been elected 2012 Chairman of the Financial Planning Association.

More than a dozen advisors at a local firm qualify for industry accolades

Financial Advisor Matthew Zagula informs life insurance policy holders that they may be paying as much as 70% too much for their life insurance.

Financial Advisor Rick Parkes informs life insurance policy holders that they may be paying as much as 70% too much for their life insurance.

To truly weigh the benefit that a fiduciary partnership would have for you, you must ask yourself the following question: What type of relationship would I like to have with the individual I entrust with the care of my wealth?

Rick Parkes, Advisor and Talk Show Host, has recently been named as one of America’s PremierExperts® in recognition of his expertise in Retirement Financial Advising.

Local financial advisor, Keith Springer, of Springer Financial Advisors is quoted in the weekly issue of the Sacramento Business Journal discuss how law firms are seeking disgruntled SureWest shareholders after aquisition.

The Money Smart Women Conference is being held Saturday, April 21, 2012 from 8 a.m. to 1:00 p.m. at the Concourse Hotel in Madison with the theme of “Building Inner and Outer Wealth: Going from ‘I Can’t’ to ‘I Can’ to ‘I Will.’”

After finding out how many college students hadn’t heard of Roth IRAs, Certified Financial Planner Jeff Rose decided to launch a movement to raise awareness of the importance of saving. More than 125 bloggers have agreed to participate.

Philip Cioppa, financial expert, has recently signed a publishing deal with CelebrityPress, a leading business book publishing company, along with other leading experts from around the world to release Cracking The Success Code.

Alpha Capital makes history by winning one of the the biggest award at the recently held CNBC Financial Advisor award cermony.

Top financial advisor in Sacramento, Keith Springer moves hit radio show Smart Money with Keith Springer to new date and time, now airing Saturdays from 3-4 pm on Talk 650 KSTE.

Announcing new insights reports from the Multi Alternative Asset Portfolio Series. Coverage plans for 2012 include alternative mutual funds and exchange traded funds, oil and gas partnerships, real estate, hedge funds, private equity and more.

People spend more time planning a vacation than they do on retirement. Women who retire comfortably start planning and saving for it in their 20's. Retire or Retire Rich -- it's your choice.

So busy with a career and family that you haven't a financial clue? Women need workable investment plans -- measures to insure a financial well-being. Becoming a successful, lifelong investor is exactly the financial plan you need.

The Paramus Branch, who advisors are affiliated with LPL Financial continues to expand as the independent model thrives at the demise of Wall Street

In an effort to service clients in a more comprehensive manner Integrity Financial Management, Inc. is implementing new ways to improve the service and communication their firm provides

A highly experienced financial expert has chosen historic Mayfield as the new base for his business.

Nan Cohen, Cleveland-based Creekside Financial Advisor’s founder and CEO, is selected as one of six recipients of leadership and community service award.

Boca Raton, Fl –February, 7, 2012-- Michael Kalisch, an independent financial advisor at LPL Financial in Boca Raton, Fl today announced that he was recognized as a top financial advisor and named to the LPL Financial Freedom Club.

Joseph Xerri, AAMS, Vice President-Investment Officer has once again received the FIVE STAR Wealth ManagerSM Award

Ara Oghoorian, CFA, CFP® of ACap Asset Management, Inc. will present 2 sessions at this year’s LACPMS conference: “Behavioral Finance: Are Your Emotions Costing You $$?” & “Stretching your Income – Tips for Budgeting and Planning.”

Boca Raton, FL, April 15, 2011 – MICHAEL KALISCH, CFP®, Wealth Advisor at LPL Financial in Boca Raton, Florida has been authorized by the Certified Financial Planner Board of Standards (CFP Board) to use the certification marks CFP®...

Investor Solutions senior financial advisor Robert Gordon was recently awarded the designation of Chartered Retirement Plans Specialist.