Archives February 2021

The post Best Mortgage Refinance Companies of 2021 appeared first on Good Financial Cents®.…

The post Best Mortgage Rates of 2021 appeared first on Good Financial Cents®.…

Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with the big industry news that Apex Clearing is going public via a SPAC and in the process will raise a massive $850M of cash to reinvest into its custody and clearing services, with a particular eye on pivoting …

The FPA extends our sympathies to Melissa Caddick’s family.

We are also acutely aware of the pain and suffering experienced by the victims of Melissa’s alleged fraud.

I would like to call your attention to recent media reports referring to Melissa Caddick as a financial planner. This is factually incorrect – Melissa Caddick is not …

An often underappreciated aspect of the financial planning process (and the resulting Plan that financial planning software packages produce) is that it wasn’t originally developed as part of fostering an ongoing client/advisor relationship. Rather, it was a tool that advisors would use to identify “gaps” or “needs” in someone’s overall financial picture and then sell …

The Financial Planning Association of Australia (FPA) has named Melbourne-based financial planner Renato Manias as the first 2021 winner of the Gwen Fletcher Memorial Award.

Named after the late ‘First lady of Financial Planning’, the award recognises the highest performing student in the CFP^® Certification Unit (CFP C) for each semester, with demonstrable dedication …

Financial advisors often have clients who are too busy to deal with many of the numerous tasks that are required of them by their financial plans, as their cognitive and/or emotional plates are filled by the issues that take priority in their daily lives. In these situations, advisors can use ‘nudges’ as decision-making aids that …

Following a formal vote of the FPA Board last week, we are delighted to announce that current FPA Board member David Sharpe CFP^® has been appointed as FPA Deputy Chair.

David continues as a longstanding member of the FPA Board since November 2016 and is a CERTIFIED FINANCIAL PLANNER^® professional who runs his …

Welcome back to the 217th episode of the Financial Advisor Success Podcast!

My guest on today’s podcast is Sophia Bera. Sophia is the founder of Gen Y Planning, an RIA based in Austin, Texas that serves just under 100 young professionals in their 20s, 30s, and 40s.…