Tags » Financial Adviser


There are many ingredients going in to any professional relationship, and searching for a Financial Advisor can be particularly complex and confusing.  We’re focusing on one very important distinction when evaluating financial providers…the “F” word. 423 more words

Certified Financial Planner

Thematic Investing

I hope you got away from the heat during the Summer and that you have returned refreshed and ready for work. This week I am looking at thematic investment. 336 more words

Stuart Porter

Is It True That When It Comes To Financial Planning Advice, Most People Don’t Know Who To Trust Or Where To Start?

The following guide titled “Financial Advice and You” from the Australian Securities and Investment Commission (ASIC) is an excellent place to start.


Sadly, it has been my experience that most people seek the assistance of a Financial Planner far too late in their working life.  50 more words


16 Aug 2014 (AFR) - Macquarie begins compensation task

(16 August 2014, AFR, p5, Georgia Wilkins)

‘Macquarie Group will begin contacting current and former clients of its wealth division about possible compensation for bad financial advice, the corporate regulator says. 48 more words

1.Market Observations

New Financial Wellness For Women Educational Series

Last year, Aurora Health Care Foundation launched our first Financial Wellness For Women educational series at Aurora West Allis Medical Center. Attendees shared they felt the event was very helpful.   133 more words

fca attempts to regulate the internet

The FCA has produced a consultation paper regarding its intent to impose rules on firms use of social media and customer communications. It is an interesting, and as usual dry, slightly confusing and condescending read. 1,137 more words

Financial Services