Why would I want a Financial Plan?

Brought to you by Diana Harrison, Financial Investment Team – FINANCIAL INSIDER For some, planning is getting up in the morning and if it is a good day in the market, they think "Awe! Retire at 70!" Or, if it's a bad day, they think "I will be working till I die."This is NOT planning, […]

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BOK nabs Commerce Trust exec for national role of financial planning director

[unable to retrieve full-text content] BOK nabs Commerce Trust exec for national role of financial planning director  Kansas City Business Journal Full coverage Source link

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Not interested in retiring? You still need a financial plan to deal with eventualities

Peter Dunn Special for USA TODAY Published 10:25 p.m. UTC May 25, 2018 Dear Pete: Retirement simply isn’t a goal of mine. I enjoy the work I do, I don’t have that much money saved for retirement anyway and, frankly, I think I’d prefer to just work until I die. Am I missing something? I feel […]

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Retirement planning: The importance of having a financial plan

[unable to retrieve full-text content] Retirement planning: The importance of having a financial plan  Arizona Daily Star Full coverage Source link

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Drawing the battle lines on data aggregation

WASHINGTON — One looming challenge facing wealth management is also one of the biggest opportunities for innovators: Data aggregation. The ability for consumers to access and share their financial information could transform financial advice and allow advisors to survey all of a client’s information in a single place, Boris Khentov, president of Betterment Securities, said […]

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Is smart beta replacing active management?

NEW ORLEANS – As active management declines and smart beta, or factor investing, becomes an increasingly attractive passive investment option for investors, it’s more important than ever for financial advisors to carefully weigh the strategy’s pros and cons. Passive investing has reached "critical mass," with $6.7 trillion in assets at the end of 2017, or […]

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Financial planning: How to talk to a robo-advisor

Barbara Marquand NerdWallet.com Published 11:01 p.m. UTC May 23, 2018 Signing up with a robo-advisor is like having your own financial planning robot. You answer questions online about your goals and risk tolerance, then the robo uses algorithms and super-smart software to assemble and manage an investment portfolio for you. You can do the whole […]

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Virtual reality in wealth management? It's happening

When Bill Martin recently donned a pair of virtual reality goggles at Fidelity Investments’ client advisory council meeting in Boston, he was skeptical about whether the technology would be of any use for financial advisors. But after a tour through the virtual world, Martin, chief investment officer at Wichita, Kansas-based INTRUST Bank, returned like Neo […]

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How to create a meaningful financial plan

This article is reprinted by permission from NerdWallet. All financial planning starts with setting goals — coming up with a wish list of concrete objectives with price tags and “achieve by” dates. If X costs this much, you need to save Y each paycheck for Z years to pay for it. It’s a great approach […]

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Main Street Money: Is financial planning only for the wealthy?

When was the last time you went to a doctor? Do you remember how that appointment went? The last time I went, my doctor weighed me, asked me questions about how I was feeling, looked at a blood test I took, poked and prodded me with various instruments and popsicle sticks, and sent me on […]

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