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New president of FPA makes ‘title protection’ for financial planners a top priority
When arguing that financial advisors should join lawyers and doctors in having professional credentials with legal protections, the new head of the Financial Planning Association is fond of quoting one of the founding fathers of the planning industry. James Lee, who became president of the FPA’s board of directors in January, is particularly drawn to wealth management guru Dick Wagner’s prediction that financial planning would become “the most important authentic profession of the 21st century.” Wagner, a lawyer-turned-advisor who died in 2017, used those words in his 2016 book “Financial Planning 3.0,” which argues that financial planners deserve the same sort of professional standing now accorded to lawyers, doctors, certified…
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Novidea Hires Former Imperva Finance Director as Chief Financial Officer
Eran Ben Ezer, a 20-12 months Veteran of Fiscal Functions, Joins Novidea’s Senior Government Crew to Support its Future Period of World Growth BOSTON and LONDON, Jan. 31, 2023 /PRNewswire/ — Novidea, creator of the knowledge-pushed, cloud-native insurance policies system that permits brokers, brokers, and MGAs to lower charges and travel growth across the distribution lifecycle, nowadays announced the appointment of Eran Ben Ezer as Chief Economical Officer (CFO). Ben Ezer provides 20 a long time of monetary administration abilities to the job as Novidea augments its senior govt crew to get ready for its following stage of world expansion. Ben Ezer has a prosperous monitor record in taking quick-development businesses…
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Gaining Familiarity and Finding Fun in Financial Literacy
Defining the time period “financial literacy” might be as tricky as generating desire fees, budgeting, and personal debt management thrilling to a group of twentysomethings, but two economics majors are trying to do each after exploration from one of them demonstrates quite a few undergraduates never comprehend the essentials of taking care of cash. Nidhi Nair ’23 (CLAS) surveyed 300 UConn pupils above the very last two a long time to determine the pupil body’s financial literacy charge and made use of that facts to argue before the condition legislature for the need to have for superior lessons in higher college. Monetary literacy brand, established by co-organizer Bridget Abril ’24…
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As Rates Rise, Financial Advisors Turn to Bond ETFs
As British film legend Laurence Olivier’s Dr. Szell consistently questioned Dustin Hoffman’s Babe Levy in “Marathon Guy,” bond buyers may be wondering, “is it harmless?” Buyers may sense like the sufferer in Dr. Szell’s chair right after past calendar year clocked the worst bond industry in hundreds of years, slashing portfolio values and stranding traders with out harmless havens from plummeting inventory marketplaces. The twin assault of growing fascination costs and inflation pummeled mounted cash flow, pushing the iShares Core U.S. Mixture Bond ETF (AGG), which tracks the Bloomberg Aggregate U.S. Bond Index, down a report 13{9f99fe44fce1aa3c813d0a0ce4da2fbea8a5a58e9d85c4a2927dd8140cb676b5}. Prolonged-term bonds experienced it even worse than limited-expression ones, as the best inflation…
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12 Free Sites, Apps, and Courses to Boost Financial Literacy in 2023
Financial literacy is an essential skill that enables individuals to make informed decisions about their money, manage their finances, and plan for the future. Whether you’re a beginner or looking to take your financial knowledge to the next level, the internet offers plenty of free resources to help you boost your financial literacy in 2023. With that in mind, here are 12 free sites, apps, and courses to help you improve your financial knowledge and make better decisions about your money. 1. Credit Karma Credit Karma is one of the most comprehensive financial literacy resources available today. With a focus on credit scores and financial management, this free site and…
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Conquest Planning raises $24 million to expand AI financial advisor solution to US, UK markets
Conquest is backed by Fidelity, RBC, and Portage. 
 Winnipeg-dependent startup Conquest Organizing, which makes use of synthetic intelligence (AI) to give prosperity management methods, has elevated $24 million CAD in all-equity Sequence A funding from a group of economical sector buyers. The spherical closed in late 2022 and was led by Fidelity Intercontinental Strategic Traders, which also invested in Conquest’s preceding funding rounds. Also returning to make investments in Conquest is Portage, joined by new investors BNY Mellon and the Royal Bank of Canada (RBC). Conquest has raised virtually $35 million CAD in overall funding to date, including the $3 million seed round it shut in 2020, as perfectly…
