Archives November 2021

Future2 commits over $1.5M in grants since inception

Future2, the foundation of the Financial Planning Association of Australia (FPA), has announced the awarding of $148,600 in new grants to 15 not-for-profit organisations in 2021.

Future2 has now committed over $1.5M in grants since its inception in 2007.

FPA members endorse every dollar awarded by the Future2 Foundation to the Future2 Make the Difference!

How To Choose The Best CFP Exam Review Program (For You)

The Certified Financial Planner (CFP) designation is one of the most respected credentials for financial advisors and the process to earn it is rigorous. Candidates must fulfill education, experience, and ethics requirements, in addition to passing the comprehensive CFP Exam, a 170-question, multiple-choice test taken across two 3-hour sessions in one day. Material on the …

Quicken Loans Review

Quicken Loans (Rocket Mortgage) Review: Easy Home Loans from a Top-Rated Online Lender

Key takeaways:

  • Founded in 1985, Quicken Loans was one of the earliest companies to break into the online mortgage space.
  • While the name Quicken Loans is still used in some promotional materials, the company announced it was changing its name to Rocket

#FA Success Ep 256: Living On The Cutting Edge Of Advisor Technology To Build A Better Client Experience, With Vincent Barbera

Welcome back to the 256th episode of the Financial Advisor Success Podcast!

My guest on today’s podcast is Vincent Barbera. Vince is the founder of Newbridge Wealth Management, an independent RIA based right outside of Philadelphia that oversees nearly $120M of assets under management for 75 client households.

What’s unique about Vince, though, is …

Weekend Reading for Financial Planners (Nov 20-21)

Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with the news that CFP Board is increasing its efforts to enforce its requirement for CFP certificants to report information about their own misconduct or ethical violations… by increasing the sanction for failure to report the information from a …