Financial Planning Calendar 2016 2017




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He was supposed to helping people manage their money. Instead he helped himself. - The Sun Herald
He was accused of defrauding investors of $519,089, as shown in wire transfers listed in court records. Lepre has been a small-business lobbyist for the National Federation of Small Business. Before his arrest in August 2016 , Lepre told the Sun Herald.

Skylight Financial Group absorbs Dublin-based financial planner Lighthouse Wealth Solutions - Crain's Cleveland Business
As Lighthouse dissolves into Skylight, the combined operation marks about $5 billion in assets under management across Ohio (about $2 billion is coming from Lighthouse), 260 financial professionals and another 50 support staff. Lighthouse has added&nbsp.

Voices Comeback kid: How I saved my practice - Financial Planning
It led me to believe that personality is a crucial part of choosing a financial planner . Prospects ... Throughout 2016 , I followed his career. ... As I write this, I'm working 20-25 hours a week and my gross income for 2017 will be close to $80,000.

Despite a strong stock market, keep your eye on these economic indicators - New York Daily News
According to recent reports, economic growth was slow in the U.S. during the first quarter of 2017 , rising only 0.7%. The number is a big drop-off from the 2.1% growth experienced by the nation in the final quarter of 2016 , and a long way from.

Gentex Reports Third Quarter 2017 Financial Results
When compared with the third quarter of 2016, the gross margin declined from 40.5% to ... updated below to reflect actual results through the first nine months of calendar year 2017. Finally, based on 2018 light vehicle production forecasts and current.

The curious rise of managed accounts - Money Management
The 'NAB/Investment Trends 2017 Planner Managed Accounts and Direct Equities Summary Report', released in July, showed that the proportion of planners who currently advised on client investments in direct shares fell to 50 per cent in 2017 , down from.

CISI admits flaws in certified financial planner syllabus - FT Adviser
2016 saw the launch and Financial Conduct Authority-approval of the institute's level four financial planning and advice module, allowing a newcomer to the profession to follow a pathway to certified financial planner status in just three years using.

It's only a matter of time until opioid addiction becomes big problem for Minnesota's workforce - MinnPost
He was an independent financial planner who worked through the network of Minneapolis-based AdvisorNet Financial. Like many others in the local business community, he held a degree in economics from the University of Minnesota. His death in 2011,&nbsp.

Why financial advisers prefer ETFs over mutual funds
Exchange-traded funds or ETFs are the investment vehicle that advisers use and recommend more than any other type of investment, according to a recent survey conducted by the Financial Planning ... to 83% in 2016, and now 88% in 2017.

Steady decline of planners continues - Money Management
Money Management's TOP 100 Financial Planning Groups survey has found financial planner numbers have dropped against the backdrop of increased educational requirements and changing business models, Oksana Patron writes. After yet another ... By the end.

5 ways to keep your financial planning resolutions for 2017
Financial resolutions can follow the same pattern. Financial planning firms tend to see an uptick in prospective ... then you failed. Don't let the calendar dictate the window you have to achieve your goals. Many goals cannot be accomplished in one year.

Intrinsic expects losses to continue as adviser headcount drops - Money Marketing
The first tranche will be paid out in April 2017 and the remainder in 2018 and 2019. Adviser numbers at Intrinsic Wealth fell in 2016 . Financial planner numbers dropped from 212 at the end of 2015 to 190 at the end of 2016 . Overall adviser numbers.

El Chapo Is Going Down. How Many Drug Lords, Assassins, Politicians and Policemen Will He Take with Him? - Newsweek
Over 1,000 homicides have occurred so far in 2017 —there were about 1,600 in 2016 —and nearly 2,000 forced disappearances, according to the commission. Officials admit there is little they can do to stanch the flow of blood and .... At least half a.

First Financial Bancorp. Announces Third Quarter Results
For the nine months ended September 30, 2017, First Financial had earnings per diluted common share of $1.16 compared to $1.05 for the same period in 2016. Return on average ... integration planning efforts are well under way and we have made several.


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