What’s in a Name (Pt. 2)?: Time to Retire ‘Financial Planning’? – AdvisorOne

Well, gosh, T. Knotts, I’m glad you asked.  Mr. or Ms. Knotts was kind enough to post the following question to my Nov. 15 blog in which I suggested that, considering the history and current state of those who provide comprehensive, independent financial advice to individuals, we should consider a new name for ‘financial planner’ ...Read More

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North Star Financial Advisor Gives Back – San Francisco Chronicle (press release)

Clarisa Hernandez of North Star Resource Group works to help create a better future for underprivileged children Minneapolis, MN (PRWEB) November 23, 2011 Minneapolis based North Star Resource Group, a featured specialist on strategies for individuals and businesses in the financial sector that grew from origins over 100 years ago, announces that advisor Clarisa Hernandez ...Read More

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Jury Convicts Financial Advisor in Murder of Life Sciences Investor – Xconomy

Bruce V. Bigelow 11/22/11 Here at Xconomy, it’s unusual for us to shift far from our focus on the business of innovation—especially to cover something off the local police blotter. But the 2010 murder of retired biotech CEO and angel investor John G. Watson hit close to home for San Diego’s innovation community, especially among ...Read More

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‘Financial Advisor to Building Wealth’ Gives Individuals Tools, Knowledge to … – PR Web (press release)

Fairfax, Calif. (PRWEB) November 22, 2011 Individuals who want to make better investments to build their wealth will now have a dynamic resource to do so with “The Financial Advisor to Building Wealth,” an educational series of books dedicated to helping people understand the current financial system and use that knowledge to their advantage. This ...Read More

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Four Ways to Include Your Spouse in Financial Planning – Fox Business

Quotes delayed at least 15 minutes. Real-time quotes provided by BATS Exchange. Market Data provided by Interactive Data (Terms & Conditions). Powered and Implemented by Interactive Data Managed Solutions. Company fundamental data provided by Morningstar. Earnings estimates data provided by Zacks. Mutual fund data provided by Lipper. Economic data provided by Econoday. Dow Jones & ...Read More

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Fourth Quarter Financial Strategy from Raymond James’s Stephen Johnson – Newswire Today (press release)

Look at year as a whole, then look at the game-to-game play-by-play. The best way to look towards the future is by taking a sweeping look at the past. Take a good look at your investment portfolio. Ask yourself and your financial advisor what worked well and what didn’t. And always gauge those results with ...Read More

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Planning helps navigate tough financial times – Shreveport Times

This year has been a rocky road to put it mildly. Let’s review the high and low points of 2011 that impacted us in a personal and financial way and then discuss what to expect in 2012. The stock market measured by the Dow Jones Industrial Average peaked around 10,600 last summer before correcting to ...Read More

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Financial Collaboration Between Couples Increasing: Women Advisors Forum – Financial-Planning.com

¦ Advertisement A new model of financial collaboration may be emerging between married and long-term committed couples, according to a study by LPL Financial. A recent survey of 1,000 mass affluent investors uncovered a statistic that startled researchers: 75% of men said they wanted their spouse or partner to take more a more responsible role ...Read More

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Comment: PRPPs are ‘nothing more’ than an RRSP – Financial Post (blog)

Canada’s Finance Ministers have been looking for the best way to bridge the retirement income gap that many Canadians could face if they don’t have sufficient savings to fund their golden years. Some have suggested an expansion of the Canada Pension Plan, while others have encouraged the concept of a Pooled Registered Pension Plan or ...Read More

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AMAG Hires Financial Advisor – Daily Markets (press release)

AMAG Pharmaceuticals Inc. (NASDAQ:AMAG) recently announced that it has hired Jefferies & Company, Inc. (NYSE:JEF) as financial advisor to help it evaluate strategic alternatives to enhance stockholder value. The options under the anvil would also include a potential sale, merger or acquisition. Jefferies and Company is expected to show AMAG the best path forward, by ...Read More

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