Creative Planning, one of the largest registered investment advisors in the country, has added to its M&A streak with another acquisition. The Overland Park, Kansas-based RIA announced Tuesday that it was buying the corporate retirement advisory services team at Mesirow, a Chicago-based financial services firm. The corporate retirement practice has around $13 billion of assets,…
Tag: Planning
LPL launches new tax planning, outsourced CFO solutions for advisors
LPL Financial is empowering its advisors to retain tax planning business in-house rather than referring clients to external services – and to leverage an outsourced CFO in their business. The firm’s newest Tax Planning Service links advisors with LPL’s tax planning specialists to enable them to identify clients who would benefit from the service, provide…
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…
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…
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…
Policy Matters: State needs fiscally responsible budget planning
Listen to this article Shiloh Kantz Many Oklahoma lawmakers say they’re fiscally responsible with our tax dollars, yet they don’t follow some best practices of financial planning that can help ensure this. Let’s say you were considering making a major expenditure – buying a car or a house – that would have financial impact for…
Financial Planning Starts with You(th) in a VUCA World
How many times have we heard the adage “Failing to Plan means Planning to Fail” – shrugged, and gone on to fail? Sometimes we are just tired, overwhelmed or distracted, and the wisdom of it does not sink in with the urgency that it should. This is one factor which the Malaysian Financial Planning Council…