Jul 9, 2011 0
The Future of Financial Planning Regulation
None of the current regulatory regimes truly regulates financial planning.
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The Future of Financial Planning Regulation
Tax advice of the week: Buy a property
With most property purchases taking months to complete, anyone hoping to take advantage of the stamp duty break for first-time buyers should get their skates on. Read more here: Tax advice of the week: Buy a property
Jul 5, 2011 0
Declare Your Financial Independence
Here are three goals to set to help you achieve financial freedom.
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Declare Your Financial Independence
Jul 5, 2011 0
Edelman Financial Opens Office in Boca Raton, FL
Award-winning firm opens office in South Florida to meet local demand.Boca Raton, FL July 05, 2011 Edelman Financial Services LLC, the nationally acclaimed investment management firm headed by renowned financial advisor, author and talk show host Ric Edelman, announced the opening of its Boca Raton office, located at 7900 Glades Road, Suite 310, Boca Raton, FL 33434.“Consumers have too …
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Edelman Financial Opens Office in Boca Raton, FL
Jul 1, 2011 0
Surprise City Council adopts financial accountability measures
Vote to adopt a set of financial-management policies to guide council and staff with decisions.
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Surprise City Council adopts financial accountability measures
Jul 1, 2011 0
Growing Planners From Within
Growing a financial planning business for the future means developing strong talent across generations and providing holistic planning that goes beyond just investment management, according to the advisors at Dallas-based Lee Financial Corp.
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Growing Planners From Within
Jun 28, 2011 0
Payoff.com Transforms Personal Financial Management with First Ever Social Community for Your Finances
LOS ANGELES, June 28, 2011 /PRNewswire/ — With effects of the Great Recession lingering in a personal debt crisis, a home foreclosure crisis and widespread unemployment, today Payoff.com is launching a free social finance site offering consumers a fun and engaging way to pay off their debt, meet their savings goals and fulfill their financial dreams. With $3.5 million in capital investment led …
Jun 24, 2011 0
National standards for financial planners
Financial planning is a rare pocket within the financial services industry in that it lacks national supervision. But momentum is gathering behind efforts to create professional standards and oversight for financial planners across the country.
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National standards for financial planners
Jun 24, 2011 0
Three Emdeon Revenue Cycle Management Solutions Achieve HFMA Peer Reviewed Designation
NASHVILLE, Tenn., June 24, 2011 /PRNewswire/ — Emdeon Inc., a leading provider of healthcare revenue and payment cycle management and clinical information exchange solutions, today announced three of its revenue cycle management solutions have earned the Peer Reviewed designation of the Healthcare Financial Management Association
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Three Emdeon Revenue Cycle Management Solutions Achieve HFMA Peer Reviewed Designation
Jun 23, 2011 0
Conifer Health Solutions Renews HFMA Peer Review Designation
The Healthcare Financial Management Association has announced that, following rigorous review, …
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Conifer Health Solutions Renews HFMA Peer Review Designation
Jun 20, 2011 0
Mike Steranka Co-Authors The E-Myth Financial Advisor
Advisors nationwide have long looked to Mike Steranka as a top producer in the insurance industry. Now, with the publication of The E-Myth Financial Advisor: Why Most Financial Advisory Practices Don’t Work and What to Do About It , Steranka is showing Advisors everywhere exactly how to build a successful financial planning practice while enjoying a balanced life.
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Mike Steranka Co-Authors The E-Myth Financial Advisor
