Some of the proposed changes recently filed by President Obama’s administration may have a significant impact on the financial planning profession. If the President’s proposed strategies come into effect, previous methods that investors have resorted to in the past may …
Inspired by her mother, who served as a financial adviser in the 1970s at Merrill Lynch, Michelle Smith decided to become a financial advisor. When she started in the field, avoiding cold calling for her business was a major goal, …
Financial Advisors need help too, especially when it comes to time management. And since smartphones are literally no more than a second away from most people during normal waking hours, it only made sense that someone would design an app …
When she was young, Sophia Bera always wanted to become an actress, but her career turned out to be far, far different. It all started when she bought a house when she was just 21 years old. Soon thereafter, questions …
David Drucker and Joel Bruckenstein, leaders in the financial industry, issued a stark warning about the T3 Technology Conference, saying that Financial Advisors in attendance from February 12-14th at the Hilton Anatole in Dallas will be surprised by a number …
Every business needs someone to take care of money invested. In order for a business to be successful, a company’s money needs to be managed efficiently and effectively. Company financials need to be detailed and organized. This article will discuss …
For the Financial Planning Coalition, 2015 is going to be the year of regulation in the financial advising industry. At least that is what it is hoping for. The Coalition announced recently that one of its key priorities for the …
The career of a financial planner can be a little mysterious. There tends to be very little information about what this particular career has to offer when it comes to job growth, flexibility, earning potential, and job satisfaction. For organizations …
There has been a proliferation of internet investment advice platforms occurring over the last few years that has some financial advisors nervous about the future of their business. These platforms, which have become known as “robo-advisors,” use specific algorithms to …
Generally speaking, industries and businesses in the United States don’t proactively seek out increased regulation from the federal government. However, a substantially growing number of individuals in the financial planning industry are doing just that, as they turn to Congress …