» Financial Services

The Future of Financial Planning Regulation

admin — Sat, 09 Jul 2011 22:58:08 +0000

The Future of Financial Planning Regulation

None of the current regulatory regimes truly regulates financial planning.

Declare Your Financial Independence

Tue, 05 Jul 2011 14:48:06 +0000

Declare Your Financial Independence

Here are three goals to set to help you achieve financial freedom.

Edelman Financial Opens Office in Boca Raton, FL

Tue, 05 Jul 2011 10:02:56 +0000

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 ...

Surprise City Council adopts financial accountability measures

Fri, 01 Jul 2011 17:46:28 +0000

Surprise City Council adopts financial accountability measures

Vote to adopt a set of financial-management policies to guide council and staff with decisions.

Growing Planners From Within

Fri, 01 Jul 2011 14:23:21 +0000

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.

Payoff.com Transforms Personal Financial Management with First Ever Social Community for Your Finances

Tue, 28 Jun 2011 20:19:33 +0000

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 ...

National standards for financial planners

Fri, 24 Jun 2011 16:44:05 +0000

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.

Three Emdeon Revenue Cycle Management Solutions Achieve HFMA Peer Reviewed Designation

Fri, 24 Jun 2011 16:09:58 +0000

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

Conifer Health Solutions Renews HFMA Peer Review Designation

Thu, 23 Jun 2011 16:27:08 +0000

Conifer Health Solutions Renews HFMA Peer Review Designation

The Healthcare Financial Management Association has announced that, following rigorous review, ...

Mike Steranka Co-Authors The E-Myth Financial Advisor

Mon, 20 Jun 2011 12:10:00 +0000

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.