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3 Resources for

financial advice

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Fund Managers Agree to Super Fee Deal
More than 135 fund managers carrying about $1.1 trillion worth of assets have agreed to new standards that will allow customers to opt out of fees charged for financial advice in their superannuation funds.But the initiative, which is included in the Investment and Financial Services Association's IFSA new charter,...
Tags: Financial, Commission, Charter, Financial Service, Deputy, Fund Manager, Financial Advice, Sales Force Management, Financial Accounting, Financial Planning, Sales, Finance, AAP
News items 2009-11-17
The Best Retirement Plans
Whether you're working for a company or self-employed, these tax-favored savings plans can help you get your retirement account growing again. Has the market bottomed? Who knows? But there's one investing principle that's never in doubt: It always makes sense to grab every penny of tax advantage that Uncle Sam...
Tags: 401(k) Plan, Tax, MoneyWatch, 401(k), Retirement Plans, Personal Finance, Investment, Human Resources, Benefits, Finance, Roth IRA, Roth 401(k), Retirement Savings, Taxes, MoneyWatch Feature Package, Investment Choice, Loans, Financial Advice, IBM, M.A. Mortenson, Nationwide, Employer Match, Rollover, Annuity, Defined Benefit Pension, Health Care, Self-employed, Retirement, SEP IRA, Individual 401(k), Keogh, Retirement Planning
Articles 2009-03-16
Your 20s: Finding a Job, Setting a Budget
Real Life: Molly Laurain "There's always one moment in childhood when the door opens and lets the future in," wrote Graham Greene. For 24-year-old Molly Laurain, a junior project manager at a New York City real estate development firm, there were likely at least 10 such moments: By the time...
Tags: Job, MoneyWatch, Real Estate, Recruitment & Selection, Business Operations, Human Resources, Workforce Management, Molly Laurain, Gary Schatsky, Job Hunt, Job Market, Realtor, Office Manager, Real Estate Development, Financial Advice, 20-Something, Twentysomething, Certified Financial Planner
Articles 2009-11-10

Additional Resources

Good Financial Advice: Five Questions to Ask, Including the F-Word
It seems like everybody is in the financial advice-business, but how do you know if someone is qualified to help you? You don't need to grill the financial professional to determine a few key factors that might help you decide whether or not to engage him or her. The responses...
Tags: Financial, Fiduciary, CFP, Financial Accounting, Finance, Jill Schlesinger
Blog posts 2009-05-26
Financial Advice a Concern: Inquiry Head
The chairman of the parliamentary inquiry into the financial services sector says he is more concerned about the quality of advice and educational level of advisers than how they are paid.Bernie Ripoll, chair of the financial services inquiry, which was established in response to the collapse of Storm Financial,...
Tags: Advice, Financial, Advisor, Inquiry, Financial Accounting, Investment, Finance, AAP
News items 2009-11-15
AOL Adding Hilary Kramer Stock Picks to Money & Finance Website; AOL Money & Finance Also Adds Personalized Stock Quotes, Financial Advice, Consumer Reports Smart Shopping Advice, Business News and Stock Market Coverage
DULLES, Va. -- AOL has announced the launch of a new exclusive feature to its Money & Finance website (http://money.aol.com?source=US8). Called "Hilary on Stocks" (http://journals.aol.com/hilaryonstocks/hilaryonstocks?source=US9), it is a daily personal stock pick blog by noted financial expert Hilary Kramer. The new AOL Money & Finance website has also added daily...
Tags: America Online Inc., finance, financial, stock, stock market
Research articles 2005-12-06
When they need financial advice.(BNP Paribas S.A.'s services)(Deutsche Bank A.G.'s services)(Goldman Sachs Group Inc.'s services)
When they need financial advice, help with a merger or acquisition, or capital to fund business expansion, insurance industry companies frequently employ the services of investment bankers. With that in mind, a number of investment banks have develop When they need financial advice, help with a...
Tags: investment banking, financial, BNP Paribas SA, Web, Web site, Deutsche Bank AG, Goldman Sachs Group Inc.
Research articles 2006-10-01
Singing the praises of financial advice.(Viewpoint essay)
Sometimes, I get quite excited about the future of quality independent financial advice in this country. Truly, honestly I do. Sometimes, I get quite excited about the future of quality independent financial advice in this country. Truly, honestly I do.
Tags: financial
Research articles 2007-10-04
[920] Beware of individuals claiming to be endorsed by the Tax Office offering financial advice.
Byline: Terry Hayes Jun 02, 2006 (Weekly Tax Bulletin - ABIX via COMTEX) -- Two senior officials of the Australian Taxation Office have made similar warnings in regard to people being offered financial advice. Both the Tax Commissioner, Michael D'Ascenzo, and the...
Tags: Australian Taxation Office, FINANCE, financial, Taxes
Research articles 2006-06-02
Talking Turkey: Financial Advice for your Adult Kids
Even grown kids still look for parental advice on financial matters. (Seriously, a Schwab survey says 4 in 10 young adults in their 20s want Mom and Dad to impart some pearls of wisdom.) But there's a fine line between being helpful or off-putting. A new website aimed at financial...
Tags: Financial, Financial Accounting, Finance, Carla Fried
Blog posts 2009-11-23
Trinity Financial: Independent Financial Advice Specialist Saves Thousands Each Month by Using a Hosted E-Mail System
Trinity Financial provides independent financial advice. The organization's peer-to-peer e-mail network was insufficient to enable staff to communicate with clients efficiently. Trinity needed a secure, manageable e-mail solution that enabled greater flexibility to improve client response levels. Trinity Financial outsourced its e-mail infrastructure to hosted solutions provider Cobweb Solutions, which...
Tags: Financial, Microsoft Corp., Trinity Financial, E-mail, Online Communications
Case studies
Designing ways to impart expert financial advice.
IFAs have been asked to design schemes to bring financial advice into the workplace. Firms have been quizzed by FSA bosses on ways to bring advice into offices and methods of educating employees. It comes as the regulator steps up its pace...
Tags: AEGON N.V.
Research articles 2004-06-10
OLY: Knight dismisses IOC financial advice
AAP Sports News Australia 02-17-1999 OLY: Knight dismisses IOC financial advice SYDNEY, Feb 17 AAP/AP - Olympics Minister Michael Knight today dismissed as gratuitous advice, remarks by the International Olympic Committee's IOC marketing chief about the financing...
Tags: Australian Associated Press Pty Ltd., International Olympic Committee
Research articles 1999-02-17
American Express and Delta Air Lines expand marketing agreement; SkyMiles members can earn miles for seeking financial advice.
M2 PRESSWIRE-15 May 2003-DELTA AIR LINES: American Express and Delta Air Lines expand marketing agreement; SkyMiles members can earn miles for seeking financial adviceC1994-2003 M2 COMMUNICATIONS LTD RDATE:05152003 American Express Financial Advisors (NYSE:AXP) and Delta Air Lines (NYSE:DAL) announced a marketing...
Tags: advisor, American Express Co., Delta, Delta Air Lines Inc., FINANCE, financial, Investment, marketing
Research articles 2003-05-15
Financial Advice for Your 30s and 40s
This is the second in a series of papers about financial planning throughout a person's life. The first paper focused on financial advice for a person's 20s, when he or she has gained the education and/or skills needed for the career chosen, and is earning money and learning how to...
Tags: Financial, New York Times Co., Financial Accounting, Finance
White papers
New Research Shows Standard Life and Prudential Have the Highest Rated Brand in the Financial Advice Market
DUBLIN, Ireland -- Research and Markets (http://www.researchandmarkets.com/reports/c35694) has announced the addition of "The Financial Advice Market: Advisor Opinion of Provider Brand" to their offering
Tags: brand, Prudential Insurance Company of America
Research articles 2006-04-13
They're Young, Wealthy and Need Financial Advice
What do successful young business owners look for in the way of financial advice? As a broker, what should you be doing to reach this affluent target market? To answer those questions, OWS recently assembled four members of the Philadelphia chapter of the Young Entrepreneurs' Organization YEO, an international...
Tags: Construction, Entrepreneurship, FINANCE, financial, Investment, Morgan Stanley, Pennsylvania
Research articles 2003-09-01
Consumer groups, super funds and unions urge Government to ban commissions for financial planners
The Federal Parliamentary Joint Committee on Corporations and Financial Services is currently conducting an inquiry into financial products and services in Australia, sparked by the collapse of Storm Financial and the loss of billions of dollars by its clients. The issue of commissions has dominated the submissions to the inquiry...
Tags: advice, Commission
News items 2009-11-17
Comprehensive Financial Advice from a Team of Trusted Professionals
"A recent survey found that 68% of affluent investors use financial planning advice, but only 5% of these sought such advice from their CPAs. According to the 2002 SEI Research Draft for Advisors, published by the Spectrum Group the other 95% get their financial planning advice from stockbrokers, Certified Financial...
Tags: Team, Financial, Advisor, Certified Public Accountant, Financial Accounting, Financial Planning, Investment, Finance
White papers 2002-09-01
Hobart backs its solicitors' advice.
Sep 05, 2002 (The Mercury - ABIX via COMTEX) More people in Hobart seek financial advice from solicitors than in any other Australian capital city. Research by RMIT University for the Financial Planning Association of Australia indicates more than nine per cent of Hobartians...
Tags: Canberra, FINANCE, financial, RMIT University
Research articles 2002-09-05
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