Financial Planners

NAPW Orange County Chapter Learns about Financial Planning at Networking ...PR Web (press release)The Orange County Chapter of the National Association of Professional Women learned important financial planning skills at their August networking meeting. Members were also invited to participate in a free life coaching webinar. ...and more » financial planning - ... Continue Reading

Liberty looks for ways to cutWarren Tribune ChronicleLIBERTY - Liberty Local Schools Financial Planning and Supervision Commission on Wednesday pored through a 2-year-old state audit report in an attempt to find new ways to balance the financially strapped district's bottom line. ...and more » financial planning - Google News ... Continue Reading

United Capital Financial Advisers Introduces Honest ConversationsMarketWatch (press release)NEWPORT BEACH, Calif., Sep 14, 2011 (BUSINESS WIRE) -- Seeking to bring private wealth counseling in line with today's consumer, United Capital Financial Advisers has unveiled a revolutionary approach to the tired conventional financial planning ...and more » financial planning - Google News ... Continue Reading

Financial planners shift to passive investmentsMoney ManagementFinancial planners are increasingly recommending passive investments to their clients, but there is debate about the reasons behind the move away from active strategies. Wealth Insights managing director Vanessa ... financial planning - Google News ... Continue Reading

Wealth Managers Respond to Irene AftermathRegistered Rep.For John Robinson, founder of RIA firm Financial Planning Hawaii, disaster preparedness and emergency planning have been a central part of his business. He is based in Honolulu, which is subject to tsunamis, hurricanes and earthquakes. ...and more » financial planning - Google News ... Continue Reading

Putnam Retirement Tool Helps Plan Sponsors, Advisors Focus on IncomeFinancial-Planning.comEdmund F. Murphy III, head of defined contribution at Putnam, told Financial Planning, “What we're trying to do here is a paradigm shift. In evaluating plan performance, everyone has been looking at participation rates, and that doesn't tell the story. ...Putnam ... Continue Reading

Auditor slugs council plansThe AgeVictorian councils spend .6 billion annually on capital works and services, and an improvement in financial planning was urgently needed, the report found. The average rate increase across Victoria's 79 councils was 5.9 per cent this year and the ...and more » financial planning - Google News ... Continue Reading

SunHerald.comUnited Capital Financial Advisers Introduces Honest ConversationsEON: Enhanced Online News (press release)(EON: Enhanced Online News)--Seeking to bring private wealth counseling in line with today's consumer, United Capital Financial Advisers has unveiled a revolutionary approach to the tired conventional financial planning process. ...United Capital Financial Advisers Introduces Honest ConversationsMarketWatch (press release)all ... Continue Reading

Putnam Investments to Dramatically Strengthen Companies' Awareness of ...MarketWatch (press release)Murphy explained that the Putnam Lifetime Income Score approach also addresses a significant shortcoming in financial planning by focusing on monthly income in retirement, rather than on undefined retirement savings balances that often leave ...and more » financial planning - Google News ... Continue Reading

Barrington Honored for Financial Planning SuccessPatch.comThe village of Barrington received two nationally recognized awards for success in financial reporting and budget presentation. By Morgan Delack Allison Chmelik and Heather McGovern are presented the CAFR award by Trustee Jim Daluga. ... financial planning - Google News ... Continue Reading