financial-planning

Our long-term financial-planning spreadsheet is based on a growth factor of 6% and an inflation factor of 4%.

unknown title 2011

The trade group, based in Arlington Heights, Ill., is among a coalition of financial-planning groups that have lobbied for more tightly regulating the profession.

Consumer Issues on Financial Planners Remain, Says GAO Suzanne Barlyn 2011

When Hewlett-Packard Co.'s stock price plummeted in August, Daniel Roe , a principal at financial-planning firm Budros, Ruhlin & Roe Inc. in Columbus, Ohio, reached out to liaisons to find out if fund managers were buying or selling on the weakness.

A Peek into Fund Managers' Minds 2011

And a few states are starting to develop a financial-planning curriculum for schools, Mr. Knotts, the financial planner, says.

Money Games for Kids Kelly Greene 2012

Sean Kelleher , who recently left a large brokerage firm to start his own financial-planning shop, Riverchase Financial Planning LLC in Lewisville, Texas, says he misses the access he had to liaisons in his previous position.

A Peek into Fund Managers' Minds 2011

The GAO recommended that state regulators and the SEC collaborate to "identify methods to better understand problems" specifically related to the financial-planning activities of investment advisers.

Consumer Issues on Financial Planners Remain, Says GAO Suzanne Barlyn 2011

But 63% of executives still get personal use of corporate aircraft, 53% receive financial-planning help and 37% get complimentary physical exams, says Irv Becker , Hay Group's national practice leader for executive compensation.

Perks With a Payoff Brad Reagan 2011

At least one investor advocate, however, raised concerns about the SEC's resources to regulate financial-planning services.

Consumer Issues on Financial Planners Remain, Says GAO Suzanne Barlyn 2011

The ranks of the financial-planning profession more than doubled between 2000 and 2008, to 208,400 from 94,000, according to the U.S.

Consumer Issues on Financial Planners Remain, Says GAO Suzanne Barlyn 2011

NEW YORK — Most financial-planning services are covered by existing laws and regulations, but some consumer-protection issues remain, a government study concluded.

Consumer Issues on Financial Planners Remain, Says GAO Suzanne Barlyn 2011