Financial services
Social media platforms like TikTok, YouTube, and Instagram have made financial advice more accessible than ever, but often, this advice can be misleading. According to Certified Financial Planner (CFP) professionals, several red flags can indicate you're being misled. Lack of qualifications, guaranteed returns, pressure, sensational language, paid promotions,
Financial services
Curtis Kimpton, a seasoned financial advisor with over 28 years of experience, has been appointed as the Chair of the Technical Futures and Advocacy Advisory Committee (TFAAC) Board of Directors at Advocis, a professional membership association of financial advisors in Canada. With a strong background in leadership and community involvement,
Financial services
American financial advisors report that clients are more stressed about market volatility and retirement planning today than they were five years ago. Despite macroeconomic factors, advisors say they're unlikely to recommend changes to clients' financial plans in response to tariffs, geopolitical uncertainty, and market volatility. However, 59%
Financial services
Amplified Planning's 2025 Externship has set a new record with over 2,078 participants from around the globe, offering a unique 8-week virtual experience that provides real-world exposure to financial planning. The program's growth signals a growing interest in financial planning as a purpose-driven career, with
Financial services
As the financial year draws to a close, individuals with a high taxable income or capital gains from selling assets are turning to strategies to minimize tax liabilities and optimize their retirement savings. Porsha Papas, a financial planner at Morgans Port Macquarie, highlights the importance of utilizing tax-deductible concessional contributions
Financial services
SALT LAKE CITY -- Jump, a leading provider of artificial intelligence (AI) solutions for financial advisors, has announced a new partnership with RightCapital, the fastest-growing financial planning software for financial advisors. This partnership enables advisors to sync meeting insights from Jump into RightCapital's platform, eliminating the need for
Financial services
As the year's halfway mark approaches, it's essential to take a step back and assess your financial progress. A mid-year review can help you adapt to life changes, reassess your goals, and make informed financial decisions. We spoke with Liz Colfer, director and chartered financial planner
Financial services
Pensioners are being advised to make small behavioural changes to ensure they receive the winter fuel payment, as new rules introduced by Rachel Reeves exempt those earning above £35,000 from the cash boost. Financial planners have identified five ways to become eligible for the payment, including reducing pension drawdown
Financial services
A Wollongong-based financial advisor, Glenda Maree Rogan, has been slapped with a 10-year ban by the Australian Securities and Investments Commission (ASIC) for transferring millions of dollars in client funds to a cryptocurrency investment scam. The ban comes after ASIC found Rogan to have engaged in "misleading or deceptive
Financial services
A Partner in Planning is a reputable and independent financial planning and retirement services provider in Melbourne and surrounding regions, serving clients with unique needs. Their certified financial planners offer personalized planning services to ensure clients achieve financial security and satisfaction in retirement. With a focus on retirement planning, they
Financial services
Dr. Nick Michels, a Certified Financial Planner (CFP) and Certified Private Wealth Advisor (CPWA), has spent nearly two decades guiding families through turbulent economic storms, helping them make smart money decisions for serenity, safety, and contentment. As the founder of Michels Family Financial and The Michels Corporation, Dr. Michels'
Financial services
Consumers are seeking guidance in the shifting economic landscape, and the Certified Financial Planner (CFP) Board is hosting a free virtual event, "The Power of a Plan: Navigating Market Uncertainty With Confidence." On Thursday, May 15, from 11:30 a.m. to 12:30 p.m. ET, three
