Monica Hovsepian is the Global Financial Services Lead at OpenText. getty We’ve long been in a time of constant change, both economically and socially, following the emergence of the internet. However, in 2019, the global pandemic upended lives and livelihoods across the globe, forcing consumers and businesses to adopt digitally driven behaviors. Ultimately, the pandemic…
Tag: Financial
The American College of Financial Services to launch online learning and CE plat…
The American College of Financial Services is giving advisors and planners a new way to further their education online. On Tuesday, the nonprofit organization announced Knowledge Hub+, a learning platform that curates insights from a crew of well-known industry leaders, and attempts to roll that knowledge into a dynamic, digital learning experience. Launching in January,…
Why many students still haven’t heard of financial planning careers
Growing up, George Allen knew that his parents “weren’t very good with money.” “I’ve seen their mistakes. I want to be better in that aspect,” Allen, a student in the School of Financial Planning at Texas Tech University, said in an interview. He wasn’t sure what career would encompass that. But one day in his…
Financial Considerations For Small-Business Owners Pursuing Growth
Tyler Lang, CFA, is Founder & CEO of Journey Advisory Group. Follow Tyler on LinkedIn. getty As a small-business owner, the allure of growth may appear deceptively straightforward, but before setting sail toward success through expansion, there are vital financial considerations. As a small-business owner myself, I understand the challenges other entrepreneurs face in growing…
LPL releases tax planning service for financial advisors
LPL Financial followed through on executives’ promises earlier this year to roll out tax planning services from the corporate office for the firm’s financial advisors. The newest subscription service from the firm’s Business Solutions unit provides advisory practices with tax professionals for any questions involving clients’ accounts, proposals for potential savings in customers’ portfolios and…
Making a Difference Through Pro Bono Financial Planning
Advisors who are willing to step outside their comfort zones can make a difference in their communities, and for themselves, by volunteering to offer pro bono financial planning to those in need. To illustrate the impact such selflessness can have, The Foundation for Financial Planning and the College for Financial Planning presented their Pro Bono Financial Planning…
What Is a Financial Consultant?
A financial consultant is someone who is trained to assist people with managing their financial lives. The term “financial consultant” is a blanket term that encompasses financial advisors, financial planners, and wealth managers alike, although there are credentials that set certain professionals apart. Image source: The Motley Fool Depending on their specific knowledge, experience, and…
Burnaby investment team provides tailored financial planning services
The Muir Investment team of Raymond James, tailor their advice and options to provide a holistic approach to wealth management There are myriad ways of measuring success, and excellence, in business. For Burnaby’s Muir Investment Team of Raymond James, the key to their experienced and trusted operation is simple – building a meaningful relationship with each…