Tags » Financial Planners

Financial planners and the hidden cost of conflicted payments

Three big banks down, one to go?

Recently departed Westpac boss, Gail Kelly, must go to bed every night with her fingers and toes crossed, hoping that the bank’s financial planning arm isn’t going to come back to haunt her. 770 more words

Financial Planners

How to choose a financial advisor

TORONTO – You’ve decided to get your financial house in order, but what steps do you take next?

Experts agree that, when first starting out, getting professional advice from someone you trust is critical to managing your personal finances. 850 more words


Meet the Team: Janet

How did you get into financial planning as a career?

After working for 15 years on the corporate side of financial services (regional bank, consulting firm, investment company), I wanted to work directly with individuals.  283 more words

Financial Planners

Meet Our Team: Abbey

How did you get into financial planning as a career?

I was in an accounting MBA program at Boston University and I thought I wanted to be a CPA.  331 more words

Financial Planners

Heckerling 2015

Earlier this month over 3,000 estate planning professionals comprised of Attorneys, Financial Planners, CPAs, Trust Administrators and others gathered in Orlando, Florida for the nation’s leading estate planning conference, the Heckerling Institute on Estate Planning.  135 more words


Alphabet Soup: It’s More Than Just Credentials

The financial services industry is not always consumer-friendly.  It is very challenging for the average person to navigate the sea of advisor credentials and different service models and it can become overwhelming to choose the right advisor.  665 more words

Financial Planners

Illinois peeps, check out - A Gay Couple Awaits the Justices’ Decision

Couples have had to navigate byzantine laws as same-sex marriage rights have progressed state by state. A Supreme Court ruling may change everything.. via NYT Your Money http://ift.tt/1yapM1G