Nick Platt, managing director, who holds the individual Chartered Financial Planner
title, said that securing Corporate Chartered Financial Planners
status was a landmark for his company.
The gift of longer life means it's in the national interest to ensure consumers have confidence in financial planners
A recent article highlights the myriad benefits that financial planners
can offer to their clients-prompting a response from NEXT Financial Group.
The Chartered Insurance Institute has conferred the sought-after title on Hastings O'Loughlin - the only all-women firm of chartered financial planners
in West Yorkshire - with offices in Greetland.
Among the efforts specifically named were comprehensive handbooks jointly developed with the Foundation for Fiduciary Studies to promote prudent investment practices for financial planners
acting as fiduciaries, two broad-based guides with the National Endowment for Financial Education and the American Red Cross to help people affected by natural and man-made disasters, and a Wealth Management Insider newsletter that publishes articles on a range of financial planning topics for readers in the accounting profession.
As part of the package, employees will get access to advice from financial planners
It's a good time for independent insurance agents and brokers to build or strengthen strategic relationships with financial planners
and other wealth managers.
When George Gay founded the First Affirmative Financial Network (FAFN) back in 1982 to help individuals align personal values with financial decision-making, he had 55 SRI-focused financial planners
in 20 states managing less than $5 million in client assets.
By using financial planning strategies and outside financial planners
, colleges are preparing to meet the future head-on.
Wealth Manager" is published monthly and is targeted to independent financial planners
and investment advisers with high-net worth clients.
And the trust-worthiness and competency inherent in the CPA brand--our status as the trusted adviser--gives CPAs a competitive advantage as financial planners
The new site satisfies the needs of our CPA financial planners
--who have told us they want a "home" to share, collaborate and network with peers--as well as financial planners
who have similar professional interests.