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Below is a link to an issue that I have been talking about for a long time, the practice of investment managers marketing themselves as a "Financial Planners" when they have no interest in doing financial planning.
Half Of All Self-Described Planners"...
Started by Rick Ferri on
, 37 posts
by 22 people.
Answer Snippets (Read the full thread at bogleheads):
Most of the financial planning industry is not about....
I've been saying this for years.
Half Of All Self-Described."
No surprise there.
As a "Financial Planners" when they have no interest in doing financial planning.
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Are you in need of Life insurance? or disability Insurance? Health insurance?Do you think you are paying too much for insurance? Do you want to make sure your financial future is set? Do you need help with retirement planning? Do you want to make money...
Started by old45guy on
, 11 posts
by 1 people.
Answer Snippets (Read the full thread at calguns):
TTT Bump Let me know if anyone needs help ttt ttt bump Bump ttt ttt ttt .
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I'm considering using Vanguards Financial Planning Services. I would be interested in hearing any experiences you might have had using these services.
Things I'm wondering about include:
How experienced and skilled is the planner? They seem very young...
Started by markinphoenix on
, 13 posts
by 6 people.
Answer Snippets (Read the full thread at morningstar):
Hi Mark:
The reports we have received on the forum suggest that the Vanguard's planning services! i had used these services twice in the past i found vanguard to be very conservative in their planning the plan 100% I've never used....
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Ask your Facebook Friends
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What are the best companies for launching a financial planning career? It sounds like a "fee-based" or "fee only" way of planning would most appeal to me... rather than an insurance sales type environment.
I am looking for a great training program where...
Answer Snippets (Read the full thread at indeed):
By far for a mom/pop financial planning shop? And be a para planner/glorified secretary? Those are good companies charge a FEE, either....
I attended two universities & studied financial planning.
While you study for the CFP exam.
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Financial Planning?
What are your rules of thumb for paying off investments or purchases?
I'm trying to do a big of planning here having had a recent stint of spending on various things (house, shed, machinery upgrades) some forseen and some unforseen...
Started by Willscale on
, 12 posts
by 10 people.
Answer Snippets (Read the full thread at farmingforum):
Re: Financial ....
Re: Financial Planning?
Interest rates are about as low as I've ever known them, so I would work: Financial Planning?
I think this is one of those things where there are many different answers maybe.
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My father-in-law(85yrs) uses Fidility and has substantial assets there. He's reaching the point of needing help managing his assets, but won't pay much for it nor include his children. Also, he has no computer access. Yes, we're playing a poker hand with...
Started by RKrull on
, 12 posts
by 10 people.
Answer Snippets (Read the full thread at morningstar):
My Fidelity although I am a DIYer.
One of my co-workers with 2 disabled children used Fidelity for financial and estate planning compare with the financial plan that Vanguard will prepare for free for higher value clients.
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Http://www.smartmoney.com/invest/strate ... nance#tabs
What do you think? I think it's a great idea and hopefully will gain traction over time. It seems appropriate to me to professionalize the profession, to establish an academic background based on ...
Started by letsgobobby on
, 11 posts
by 7 people.
Answer Snippets (Read the full thread at bogleheads):
Can you do ....
What makes them qualified to ever offer up everyone else .
What makes them qualified to ever offer up such a degree? Sounds like of colleges offering degrees in financial planning.
Degrees in financial planning.
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Best Financial Planning Website of India.?
Started by Strategic on
, 4 posts
by 4 people.
Answer Snippets (Read the full thread at yahoo):
I have come across:-
http://strategic-growth.in/
Strategic Growth financial planning website for guiding investors of India about investments, financial planning, portfolio analysis, goal based http://geboon.com/karnataka/ ....
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I'm speaking at a financial planning conference on Friday about the impact of Social Media on how consumers find, assess, review and refer Financial Planners.
And I'm interested to get a sense of how financial planners, IFAs, RIAs, wealth managers and...
Answer Snippets (Read the full thread at linkedin):
The financial planning industry in Australia has been attempting to paint an apocalyptic image of the industry to its customers claiming the reforms will devastate financial planning to consumers, the financial....
Dropped by 1.5%.
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Are there there any interested members in forming a study group to complete the Advanced Diploma of Financial Plainning ?
I have recently completed the Estate Planning subject and currently about 90% through the tax planning assignment and hope to sit...
Started by Tax Free on
, 9 posts
by 8 people.
Answer Snippets (Read the full thread at invested):
I just started....
I enrolled in Adv Dip - Tax Planning (Kaplan) in Nov although to join this.
Just go a head and all the best Has anyone started the new Kaplan Advanced Diploma Financial Planning subject as it was extremely helpful!!).
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