Connecticut Looking for FAs for the Next Three Fiscal Years
- NAIPFA: It's Time to Update Rule G-23's Disclosure, Resignation Requirements. Curry, Keith D. // Bond Buyer;2/13/2006, Vol. 355 Issue 32218, p8
The article offers updates to the Municipal Securities Rulemaking Board's Rule G-23, which provides a process for disclosure and resignation when a financial adviser seeks to change roles, and become an underwriter of an issuer's debt in the U.S. The financial advisers believe that the current...
- Illinois Picks Book-Runner, Two Minority Firms for $380M Deal. Shields, Yvette // Bond Buyer;3/15/2005, Vol. 351 Issue 32090, p1
Reports on the selection of Citigroup Global Markets Inc. to run the books on the planned sale by the state of Illinois. Total value of the general obligation bonds; Names of the two minority firms participating on the deal; Plan to structure the new money bonds so that it can be sold with a...
- What Comes First: Nation or Client? Guy, John // Investment Advisor;Mar2010, Vol. 30 Issue 3, p112
The article discusses the concept of financial planning which reduces client's payments for state and local income tax, estate and inheritance taxes in the U.S. It states that the national debt of the U.S. reached to 12.1 trillion dollars due to reduce expenditures and increased revenue from...
- Harrisburg, Pa., May Tap FAs for RFP To Deal With Incinerator Debt Issue. Kaske, Michelle // Bond Buyer;7/1/2010, Vol. 373 Issue 33343, p5
The article announces that the city of Harrisburg, Pennsylvania may choose qualified financial advisers to participate in a request for proposal process of a 282 million dollars incinerator debt.
- Planners urged to be expansive. // Money Management;3/3/2011, Vol. 25 Issue 7, p4
The article reports on the need for financial planners to be expansive in finding returns for their clients in Australia.
- Planners shift to passive investments. Stewart, Tim // Money Management;9/15/2011, Vol. 25 Issue 35, p1
The article reports on the increasing recommendations of passive investments made by financial planners.
- CE QUIZ. // Financial Planning;Sep2009, Vol. 39 Issue 9, p124
A quiz about financial planning which were featured in the issue is presented.
- Commissions mask true cost of advice. // Super Review;Apr2010, Vol. 24 Issue 3, p3
The article cites a study from West Australian super fund GESB which shows that Australian consumers are questioning on the true cost of advice, in which almost half of them thought less than 500 U.S. dollars per year was appropriate for a five-year financial plan.
- Glad tidings of good planning. Tisshaw, Gavin // Money Marketing;11/28/2002, p16
Discusses the value of financial advice offered by independent financial advisers (IFA) in Great Britain. Establishment of a bank of real-life examples of how advice made by an IFA made a tangible difference in people's lives; Potential savings made for clients every time an IFA puts a life...