Financial Planning

If you're not asking yourself these 5 questions about money, you might already be screwed

• <b>Money questions may be personal, but they tend to revolve around investing, debt, and real estate.</b>• <b><br>Setting yourself up for financial success means answering the easy money questions, as well as dealing with the harder ones.</b>• <b><br>We've outlined the 5 most important financial questions you need to be able</b> …

Money

Second Career: Becoming A Financial Adviser

<b>By Jim Kerr, Next Avenue Contributor</b><p>Americans are known for their knack for reinvention and many of us believe our opportunities for change continue throughout our careers. I’ve seen this firsthand as I’ve watched a number of successful professionals, at my financial services firm and others, make …

Entrepreneurship

1 in 3 young Americans spent more on coffee last year than they invested

Many are also prioritizing travel and gifts over investing<p>This is a buzz kill.<p>More than one in three Americans spent more on coffee last year than …

Money

You’re 65 – too old to make a financial plan?

Retirement is the time to relax. Sit back and spend your savings, company pension or Canadian Pension Plan income.<p>Of course it isn't that easy. There are choices to make and advice to be sought. Every expert with a retirement or financial focus agrees it's never too late to make a financial plan …

Retirement

How Financial Planning Is Like Playing Football | Investopedia

You've met with your financial advisor and she said you're doing well. You have accumulated almost $400,000 in your retirement account. She tells you …

Retirement

How Do I Choose An Advisor? Financial Advisors' Daily Digest

A reader asks how to find the right advisor.<p>Wealthfront: Robo-advisors are good at following the rules.<p>Pedro Barroso looks at the research on market …

Business

How to Grow Your Personal Wealth, From an Award-Winning Millennial Financial Advisor

The first question to ask yourself is whether you have earned the right to invest.<p>Investing can seem intimidating or confusing, especially when you are trying to invest in both yourself and your business. Between the stresses of running and growing your business, and the constant onslaught of news …

Money

Dividend Income - December 2017

With 2017 behind us, it's time to reflect and establish your action plan for 2018. The deals were definitely not easy to find, but could still be …

Business

Financial planner Symphony launches robo-advice service to plug the gap between Nutmeg and the super-rich

Financial planning firm Symphony has become the latest to enter the growing "robo-advice" melee, launching an online wealth management service to …

Money

The Plight Of The Solo Financial Advisor

Executive Summary<p>With an ever-growing wave of mergers and acquisitions, and industry consolidation, amongst both broker-dealers and RIAs, there is an …

Money

The Important Question Your Financial Advisor Or Robo-Advisor May Not Be Answering

5 simple questions, maybe 6 – punch in your age, your current investable assets, annual investable income, the investment horizon, your risk appetite, that’s it. Out comes your ideal asset allocation, say 60% in domestic stocks, 30% bonds, and 10% in cash. Many robo-advisors suggest different …

Finance

Hire a Financial Advisor If They Can Answer This

Hiring a financial advisor to manage your money is a no-brainer. After all, you wouldn't operate on yourself, you'd hire a surgeon. You wouldn't (or …

Money

3 tips for finding the right credit card for your lifestyle

<i>If you have a history of debt, getting a credit card can feel risky. But, when used the right way—i.e., by paying off your balance each month,</i> not</i> …

Lifestyle

What Does a Financial Advisor Do?

For many people, embarking on an investment journey means playing the roles of captain, navigator and rower simultaneously. Juggling those duties can …

Robo-advisors

MoneySense Approved Financial Advisors

<b>Worked as a financial advisor since:</b> February 2013<p><b>Provinces licensed in:</b> Ontario, Nova Scotia, Newfoundland and Labrador, Quebec, Alberta, British …

Finance

High net worth financial advisor deVere Group launches cryptocurrency trading app

deVere Group is one of the world's largest independent advisors with 70 offices across the world, over 80,000 clients and $12bn under …

Cryptocurrency

What Fiduciary Advice Is Worth to Your Portfolio | Investopedia

The Vanguard Group recently tried to quantify the value of professional financial advice. They determined that even the most basic financial advice …

Money

Financial planners should work towards your goals, not theirs

The other day a friend of mine was telling me she and her husband had just bought a boat, and their financial planner was furious.<p>My friend is in a …

Personal Finance (Australia)

BRIEF-Transatlantic Petroleum Engages Financial Advisor To Market Co

<i>0</i><p>Recent Alerts<p>Sign up to create alerts for Instruments, Economic Events and content by followed authors<p>Free Sign Up<p>Already have an account? Sign …

Petroleum

Liz Weston: What good financial advice looks like

Good financial advice can help you achieve your life goals. Bad financial advice can cost you a fortune and leave you worse off than if you had tried to go it alone.<p>Unfortunately, you're still on your own in trying to determine the good advice from the bad. The U.S. Department of Labor has delayed …

Business

Comparing The Best Digital Advice Platforms For (Human) RIAs

Executive Summary<p>As robo-advisor platforms have increasingly pivoted from direct-to-consumer offerings to business-to-business offerings instead, …

FinTech

Options for cashing in your pension guides and advice - Which?

Options for cashing in your pensions<p>Find out what options you have for cashing in your pension. You may choose an annuity, income drawdown or to cash …

Retirement

How Trusts And Estates Lawyers Can Profit By Facilitating Super-Rich Solutions

A large percentage of financial advisors are focusing on cultivating the wealthy. In an extensive research study of 803 financial advisors, relatively few of them are truly capable when it comes to delivering super-rich solutions.<p>Super-rich solutions are wealth management strategies and products …

Wealth

3 Things To Do When Your Financial Condition Have a Huge Impact on Anxiety

When you think about keeping your body and mind healthy, financial wellness probably isn’t the first thing that comes to mind. But according to a …

Wellness

Personal Finance for Those Who Don’t Have a Clue

Chelsea Fagan sets herself a high bar in writing “The Financial Diet” (Henry Holt, $19): She wants to prove to people who know little about personal finance that investing is both vital and not all that difficult.<p>Does she deliver?<p>Yes, and surprisingly well. If you had to give her a grade, it would …

Business

5 money moves to make in your 20s that you won’t regret!

As a young adult it is easy to be frivolous about money, but instead of spending all your money on parties and road trips spend time building a …

Money

Bono Still Hasn't Found the Robo-Adviser That He's Looking For

The idea that U2 frontman Bono is the very antithesis of rock'n'roll is well worn. He's a fan of tax optimization; a keen private-equity investor; …

Business

4 Steps to Financial Independence | Investopedia

Financial success is rarely the result of one defining event in a person's life. Rather, it’s more likely the result of good money habits over months …

Self-improvement

Weekend Reading for Financial Planners (January 13-14) 2018

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

Finance

Robo-advisor platform revenues to surge: report

Robo-advisor platform revenues are forecast to reach $25 billion by 2022, up from an estimated $1.7 billion in 2017. This is according to a new …

FinTech