Financial Planning Week 2015

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Hardest thing RIA founders do? Name their practice - Financial Planning
The team went through more than a hundred choices, says Petersen, recalling one conference call on the subject that dragged on to 3 a.m. The founders actually delayed their July 2015 launch date by a week before settling on the winning name: Summit.

Bitcoin crashes, heading for worst week since 2015
Bitcoin has tumbled, heading for its worst week since January 2015, after people familiar with the matter said China aims to stop exchange trading of cryptocurrencies by the end of September. Regional Chinese regulators were notified of the plan by a.

Saudi Arabia Is Betting Its Future on a Desert Megacity - Foreign Policy (blog)
RIYADH, Saudi Arabia — “Welcome to the future of Saudi Arabia,” a Saudi tour guide intoned last week as she led guests into a showroom advertising values not traditionally associated with the kingdom: gender equality, environmental sustainability, and.

RIAs 'ripe for consolidation' - Financial Planning
BOCA RATON, Fla. – With advisors and assets fleeing the wirehouses, the RIA market is gearing up for consolidation. Industrywide, regional brokerages have dominated the recruiting landscape. While the big four firms picked up $14 billion in client.

How China's Economy Is Poised to Win the Future - TIME
Automation has already upended labor demographics in the developed world; 87.8% of manufacturing jobs lost in the U.S. between 2000 and 2010 were the result of automation and improved technology, according to a 2015 study by Ball State University.

Fifth Third Bancorp Has Trimmed Apple (AAPL) Position By $4.03 Million; eBay (EBAY) Had 23 Analysts Last Week - Thorold News
Fifth Third Bancorp Has Trimmed Apple (AAPL) Position By $4.03 Million; eBay (EBAY) Had 23 Analysts Last Week . November 4, 2017 - By Ruchi Gupta. Fifth Third Bancorp decreased Apple Inc ... eBay Inc had 132 analyst reports since July 21, 2015 according.

Compliance risks lurk in LPL's National Planning Holdings buy - Financial Planning
LPL Financial faces risks around recruiting and compliance in its quest to make its headcount the largest of any advisory firm in the country. The firm last week purchased National Planning Holdings, turning LPL into the “800-pound gorilla” of.

It's been a crucial week for Brooks Macdonald Group plc (LON:BRK); here's what analysts have to say. - BZ Weekly
The Firm also provides financial planning , as well as offshore fund management and administration services and acts as fund manager to regulated open-ended investment companies , providing specialist funds in the property and structured return sectors.

20 Money Moves to Make Before the End of the Year
For 2015 ... your financial situation," she says. 5. Give yourself assignments. Storjohann adds that after holding a money review with yourself, you can give yourself one assignment a week for the rest of the year. That could include creating a plan.

Harvey Weinstein Paid Off Sexual Harassment Accusers for Decades - New York Times
Statement From Harvey Weinstein - The New York Times The New York Times.

Are adviser fee models right for post-retirement clients? - Money Marketing
Presenting the results last week , CWC research director Clive Waller said there are two things that need to change at the decumulation stage: the investment proposition and charging. He said: “This is an issue the regulator has got to ... Rowley Turton.

At 86, Don King Is 'Semiretired' but Still Working Every Angle - New York Times
Ostensibly there to introduce Stiverne — who lost his portion of the title to Wilder by decision in 2015 and who remains the only fighter to go the distance with the unbeaten 6-foot-7, 225-pound puncher — King spent more time professing his love for.

It all begins with a written financial plan
This week I want to look at the Financial Pyramid and no, not the Egyptian kind. A financial pyramid is a perfect outline to plan your finances. Imagine a pyramid; it has a large base and gradually narrows as it reaches the top. For our purposes imagine.