Financial Planning

5 Details Your Financial Adviser May Be Ignoring

All financial advisers are not created equal. And all financial advice — including advice recommended by top economists and financial experts — may …

Retirement

Weekend Reading for Financial Planners (November 18-19) 2017

Executive Summary<p>Enjoy the current installment of “weekend reading for financial planners” – this week’s edition kicks off with the news that the CFP …

Finance

101. Hire an accountant

Without skipping your daily Starbucks run.<p>By <b>Alicia Adamczyk, Kaitlin Mulhere, Elizabeth O’Brien and Kerri Anne Renzulli</b><p>We’d all like to finish next …

Money

How to Have a Fabulous Financial Planner - Gays do it Better

<b>Why a Gay Financial Planner Just Might Be Best for You</b><p><b>In ordinary times, the politics of who works with you and your money shouldn’t matter a lick. But</b> <b>hoo boy,</b>my friends, these are far from ordinary times. That’s why having a gay, or at least a <b>gay-friendly, financial planner can make the going a</b> …

Money

Stanford CS 007-08: Personal Finance for Engineers / Financial Planning & Goals

These are the slides from the 8th session of the Stanford University class, CS 007 "Personal Finance for Engineers" This seminar covers financial planning, financial goals, couples & life insurance.

Personal Finance

Making Your Dollars (Or Pesos) Stretch: Financial Advisors' Daily Digest

Two surveys showcase the possibilities for cutting expenses by living overseas.<p>Carl Dincesen pairs two U.S. cities in fiscal decline – Springfield, …

Business

Millennials, Gen X'ers, Baby Boomers: Here's What To Do About Your Retirement Woes

Only about 50 percent of working American adults feel prepared to live comfortably in retirement. It’s a figure that remains relatively consistent across age groups, but each generation faces a retirement predicament of its own.<p>We spoke to Jennifer Brown, manager of research at the National …

Retirement

Presenting A New Retirement Solution: Financial Advisors' Daily Digest

The first modern commercially available tontine is headed for the marketplace.<p>Vanguard outlines its “risk speedometers”.<p>Franklin Templeton …

Business

Feds: Orland Park financial advisor stole more than $5M from clients

A southwest suburban financial advisor stole more than $5 million from his clients — including his elderly in-laws — and spent the money on a luxury …

Corruption

Your guide to Black Friday deal-hunting

Holiday season 2017 is underway, and if you want to go full-hedonist until the end of the year, no one’s going to stop you. Unfortunately, this time …

Shopping

Perth-based financial adviser opens new office in London

Sign up to our <b>Daily</b> newsletter<p>A financial adviser firm which was founded in Perth has opened an office in London.<p>Carbon Financial Partners has …

Money

I'm a financial planner — and there are 3 unbreakable rules to follow if you want to build wealth

• <b>Living within your means is necessary so you can have enough left over to invest and save for retirement.</b>• <b><br>Keep it simple when it comes to the number of checking, savings, and investing accounts you have.</b>• <b><br>Don't make drastic changes to your risk tolerance when watching the volatile market.</b><p>I recently …

Money

7 Key Tax Moves to Make Before Year End

With Congress debating sweeping new tax legislation, you might be tempted to make some financial decisions before the end of the year in anticipation …

Retirement

Who Needs a Financial Advisor?

Robo-advisors aren’t right for everyone. Here’s who might need a real-live human financial advisor.<p>Robo-advisors have emerged as a low-cost option …

Investing

Tips for Finding Financial Advice

<i>Dear Carrie,</i><p><i>While I've always managed my own money, it's getting harder for me to stay on top of everything. I'm considering a financial advisor, but I feel wary. Any tips on what/who to look for?</i><p><i>—A Reader</i><p>Dear Reader,<p>Financial advice can come in a lot of forms and be delivered by a variety of …

Money

How to prioritize your financial goals

(Illustration by Sam Island)<p><i>Presented by Assante Wealth Management</i><p>It’s a given that financial goals must be marshalled according to life goals. After …

Money

Boston Fintech Startup Keel is the "Airbnb for Investments"

Imagine a social network that works similarly to Airbnb and Twitter, but it’s all about stock investments and growing your personal portfolio. In …

Boston

What Is a Robo-Advisor?

Wells Fargo just announced that it’s getting into the robo-advisory business. What does this mean?<p>In this clip, Michael Douglass and Matt Frankel …

Finance

Motley Fool Answers Mailbag: How Can I Become a Great Financial Planner?

Listener Ben will be switching careers in a year, and wants to set himself up for success.<p>In this segment of the <i>Motley Fool Answers</i> podcast, Alison …

Money

How one-income couples can stay on course for retirement

With money being one of the most common sources of stress among couples, it's no wonder that financial advisors sometimes take on the role of a pseudo counsellor. In unions where only one individual is earning an income, it's even more important that both parties be at the table when it comes to …

Retirement

Robo-Advisors: What They Cost, And What You Get

There are over a dozen major robo-advisors to choose from. Here's how to find the best one for you.<p>Over the past decade or so, robo-advisors – …

Finance

Charles Schwab Robo-Advisor for Retirees Gets Good Marks for Ease of Use: WSJ | Investopedia

Robo-advisors aren't only for millennials. Retirees are also using these DIY investing services, with 53% of The Charles Schwab Corporation's (SCHW) …

Finance

The Appeal Of Wealthy Multi-Generational Families To Financial Advisors

In an extensive empirical evaluation of the thought processes and actions of 803 financial advisors, nearly two out of five financial advisors identified multi-generational families as preferred clients. When considering the three types of financial advisors, 70% of multi-family offices, about half …

Wealth

Don't Let Fees Destroy Your Investment Returns

You might be shocked at how much your investment fees really cost.<p>Sixty-one percent of Americans don't know how much they pay in investment fees, …

Investing

Brisbane financial planner jailed for fraud after swindling almost $10m from elderly retirees

A former Brisbane financial planner has been sentenced to 10 years in prison for swindling millions of dollars in savings from elderly retirees.<p>Brad …

Personal Finance (Australia)

Ex-Qld financial planner to be sentenced

A former Brisbane financial planner who admitted to more than 20 fraud charges relating to the misuse of almost $10 million in clients' self-managed …

Personal Finance (Australia)

Why Performance Fees Are Banned For Most Financial Advisors

Executive Summary<p>As financial advisors feel increasing pressure to differentiate themselves, a recently emerging trend for those who (actively) …

Finance

Half of All Financial Advisors Will Lose Their Jobs in 10 Years

John Mauldin has some good news and some bad news for financial advisors. The bad news: half of them will be looking for a new line of work in the …

Money

Yes, You Can Save for College and Retirement

Millennials know student loan debt. Borrowers under 30 are carrying more than $376 billion in student loans and those ages 30 to 39 hold more than …

Retirement

5 things that all smart spenders do

Should you spend today, or save for tomorrow? The former gives us a rush of instant pleasure, while the latter helps us build a solid future for …

Money