Latest Financial advice Stories
The recession ended the industry's long streak of strong revenue growth; low income and high unemployment caused the fees charged by financial advisers to drop, while the lackluster performance of the Standard and Poor 500 (S&P 500) discouraged investment. However, as consumers come out of the difficult economic climate, they will be more inclined to seek out the services of financial advisers. Furthermore, a rebound in the S&P 500 will also support revenue growth, despite...
NEW YORK, April 11, 2012 /PRNewswire/ -- BIDaWIZ (www.bidawiz.com), a leading marketplace for professional tax and financial advice, today announced the launch of its next-generation video conferencing capability. The new feature provides both clients and professionals with the ability to conduct one on one video conference sessions directly through the BIDaWIZ platform. This allows professionals to better market themselves to prospective and existing clients and for clients to have...
SAN FRANCISCO, Feb. 9, 2012 /PRNewswire/ -- Heffernan Financial Services, a division of Heffernan Insurance Brokers, one of the largest independent insurance brokerage firms in the United States, is pleased to announce the promotion of Rebecca Tapia as Education and Communication Specialist. In Tapia's new role, she will be working closely with retirement plan sponsors conducting client education and enrollment meetings, as well as meeting one on one with individual client/employee...
One year after the SEC fiduciary report, trade group remains committed to ensuring middle-market access to affordable financial advice and services. Falls Church, VA (PRWEB) January 20, 2012 Saturday, Jan. 21, marks the one year anniversary of a Securities and Exchange Commission staff report to Congress recommending a fiduciary duty for broker-dealers and their registered reps. The National Association of Insurance and Financial Advisors has been involved from the beginning in the...
Consumer Advocate Asks CFP Board Ambassadors to Share Their Best Advice from this Year's Challenging Market WASHINGTON, Dec. 14, 2011 /PRNewswire-USNewswire/ -- For sheer investment chaos, 2011 is hard to beat. How did CFP® professionals guide their clients in a market where irrationality prevailed? Certified Financial Planner Board of Standards Consumer Advocate Eleanor Blayney, CFP® asked CFP Board Ambassadors from across the U.S. about how they advised clients...
PALO ALTO, Calif., Oct. 26, 2011 /PRNewswire/ -- Opes Advisors, a premier financial advisory firm offering integrated wealth management and mortgage banking services, is pleased to announce the launch of its new Website at www.opesadvisors.com. Opes Advisors is redefining how wealth is managed for the sake of effectively preparing for retirement. The new site details Opes' philosophy and methodology for Personal Balance Sheet Planning and Financial Decision Planning - innovative approaches...
MILLERSVILLE, Md., June 20, 2011 /PRNewswire/ -- Advisors nationwide have long looked to Mike Steranka as a top producer in the insurance industry. Now, with the publication of The E-Myth Financial Advisor: Why Most Financial Advisory Practices Don't Work and What to Do About It (ISBN 0983500150, Michael E Gerber Publishing), Steranka is showing Advisors everywhere exactly how to build a successful financial planning practice while enjoying a balanced life. Mike Steranka, CEO of...
RANCHO CUCAMONGA, Calif., May 31, 2011 /PRNewswire/ -- If financial advisors are supposed to help their clients make sound financial decisions, why have Americans lost trillions of dollars in the stock market, their 401ks, pension plans and IRAs, in just the last three years? That's the question posed by personal finance expert Roccy DeFrancesco, the nation's leading trainer of advanced planning strategies. According to him, a staggering number of financial advisors in the U.S. -- nearly...
New research from unbiased.co.uk, the professional financial advice website, reveals 2010 was a record year for consumers looking to repay their debts, but savings levels suffered as a result of it. (Vocus/PRWEB) March 11, 2011 The "Savings Brake" research from Unbiased reveals the ratio of how much we are borrowing (including unsecured borrowing and does not include equity release and mortgages) contrasted with how much we are saving. During Q4 2010, borrowers repaid 14p of debt in...
FinancialAdvisor.co.uk is the UK's leading independent financial advisor (IFA) social media website, that allows consumers to rate and review financial advisors in their area. This is a first in the UK, a facility that no other website provides. The site is simple, cleanly laid out and most importantly focussed around helping consumers find a professional high quality IFA. (PRWeb UK) February 24, 2011 FinancialAdvisor.co.uk is the UK's leading independent financial advisor (IFA) social...
