planning Archives - Page 6 of 7

Minnie Arwood
Financial Management
January 15, 2022
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Financial planning with compassion | Sponsored

Kinderhook, N.Y. — “It’s not just about the funds.” It’s not the 1st mantra you’d count on to occur from a financial advisor, but it’s the philosophy at the core…

Minnie Arwood
Financial Management
December 29, 2021
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The ‘year end’ elements of financial planning | Guest column

With the conclusion of the 12 months quickly approaching, we remind consumers that now is a excellent time to overview important factors of their finances. As fiscal planners, there are…

Minnie Arwood
Financial Management
December 28, 2021
1 views

What You Should Expect From Your Financial Planning Professional

Some money planners will deliver, what I would phone, “an assessment that does not have to be in … [+] your greatest interest” as a suitability assessment, rather than a…

Minnie Arwood
Financial Management
December 27, 2021
1 views

Policy, financial management and planning hold the keys to success of real estate in cities

Centre, states and cities, law-makers, economic and city regulators, have all focussed their consideration on towns in India and how to make them self-adequate. On this rests the achievements of…

Minnie Arwood
Financial Management
December 15, 2021
1 views

Planswell Drops Fees For Financial Planning Software

Financial planning software developer Planswell is changing its revenue model and will give its planning technology to advisors for free, the firm announced. It will focus instead on driving revenue through selling advisors business-building services, including marketing…

Minnie Arwood
Financial Management
December 4, 2021
0 views

The Modernization of Estate Planning

The wealth management industry is in the midst of a technological transformation as firms look toward technology to address challenges with profit growth, changing demographics and operational efficiency. This phenomenon…