The advisory group reviewing Facebook and Instagram’s content moderation decisions has released its first annual report Wednesday, crowning its first year of operation. The Oversight Board apparently received more than a million calls from Facebook and Instagram users in 2021. Most of these requests asked the Board to take downRead More →

Money / Financial Planning kate_sept2004 / Getty Images Who do you depend on for financial advice? GOBankingRates recently surveyed 1,001 Americans to find out who acts as their main source of financial advice, and the results reveal that less than a third of them receive advice from a personal financialRead More →

(Photo: Shutterstock) New research reveals how financial attitudes influence consumers who tend to seek investment advice and those who tend to avoid it, providing new insights for finance professionals and researchers on how to help people with different attitudes towards money to evaluate investment advice. “Currency scripts related to theRead More →

Many Americans say they view financial planning differently and are open to financial planning advice. In a recent Hearts & Wallets research report, Americans reported that their top five financial advice gaps are: emotionally managing market volatility, choosing appropriate investments, estimating required minimum withdrawals (RMDs), taking buy/sell decisions on investmentsRead More →

Birthday today (03/23/22). Develop team participation this year. Connect and share regularly to grow stronger together. Additional cash flow in the spring allows you to invest summer resources in joint ventures. Collaborate to reap bountiful fall harvests, allowing for winter support with your personal finances. Support your friends and theyRead More →

Rebecca Aldridge – Artwork by Dan Murrell What value does a professional financial planner actually bring to a client? I was asked this question recently and thought I’d share the story. Not because it’s extraordinary, but because it’s an example of what “value” can mean to different people. This potentialRead More →

New subscription to GuidedChoice’s 3Nickles app helps users track and achieve their financial goals RENO, Nev., March 15, 2022 /PRNewswire/ — GuidedChoice’s personal financial advice app, 3Nickles, is pleased to announce that it has launched its new service, Advice, which is a subscription-based app that offers personalized advice to helpRead More →

Park City Film will screen Robin Hauser’s “$avvy,” a documentary that examines how the financial culture in the United States has historically sidelined women.Courtesy of Finish Line Features Award-winning documentary filmmaker Robin Hauser’s most recent film, “$avvy,” which examines how financial culture marginalizes women, was born out of personal experience.Read More →

In its most recent annual letter to shareholders, the nonagenarian Chairman and CEO of Berkshire Hathaway spoke of his continued enjoyment of his work. He referred to his regular talks with university students. “I insisted they seek employment in (1) the field and (2) with the type of people theyRead More →

Hargreaves Lansdown has announced plans to move into the advisory business as it seeks to target the broader wealth management market. In its half-year results today (February 22), Hargreaves Lansdown said it was about building a new “omni-channel” advisory proposition that will “bridge the gap” between D2C, advice and supplyRead More →

There will be lots of chocolates and roses bought this weekend, and maybe a few engagement rings accepted. However, before anyone says “yes”, there should be a serious discussion about money, debts, shared financial goals and even prenuptial agreements, says Laurie Campbell, licensed insolvency trustee at Bromwich and Smith. Campbell,Read More →

By Morf Morford Tacoma Daily Index You may have seen the series of Geico commercials on TV with the implied, if not direct, warnings about the (inevitable?) transition we all seem to make when we become parents. Whether it’s relationship or career advice – or almost anything else, young peopleRead More →

Today marks the Lunar New Year, with 2022 being the Year of the Tiger. Traditions and customs on this day vary depending on your origin and family customs, but generally focus on the general theme of wishing health and prosperity to your loved ones and wishing good luck for theRead More →

OVER 7,000 people have been helped by the Dumfries and Galloway Citizens Advice Service over the past year. And their work has secured £7.2million in financial gains for clients, according to the 2020-21 annual report. Volunteers helping the service have been praised for their work, and customer testimonials pay tributeRead More →

Birthday today (01/22/22). You are getting stronger this year. Regular self-discipline leads to personal accomplishments. Socializing, parties, and entertainment brighten up winter, before spring sweeps you into home and family fulfilment. Adapt to the professional changes of the summer for an exciting career boost next fall. Aim for the stars.Read More →

(Photo: Shutterstock) Whether before, after, or during COVID, American employees have expectations about the financial benefits they seek from employers. The Logica Research survey, The Future of Money Study, which surveyed 1,000 adults, shows that Americans are very deliberate and have expectations about their financial future, and how employers andRead More →

Wednesday 5 January 2022 In Field Assistance Bulletin 2021-03, the Department of Labor (the “Department”) announced a Temporary Enforcement Policy relating to the rules enacted in Division BB of the Consolidated Appropriations Act, 2021 (the “Act”) requiring the disclosure of indirect compensation paid to brokers and consultants who advise groupRead More →

Today’s birthday (04/01/22). Manage finances for growth this year. Income increases with constant discipline. Discover inspiring possibilities this winter, before fun and romance bloom again next spring. Solving challenges with friends next summer inspires social connections, parties and gatherings next fall. Continue to realize profit potential for additional gain. ToRead More →

By Rob Morrison, CFP What does it mean to retire at 21st century? More and more, the answer is different from the definition you will find in the dictionary. In 2021, financial advisory firm Savant Wealth Management partnered with Absolute Engagement, a research and advisory firm, to explore how AmericansRead More →

Today’s anniversary (12/26/21). You are in the money this year. Regular and disciplined practices generate positive cash flow. Ideas, breakthroughs and revelations sparkle this winter, inspiring the romantic fun of spring. Community and social changes next summer will motivate your team to reach new heights of fall performance. Conserve, preserveRead More →

Today’s anniversary (12/18/21). Make valuable connections this year. Disciplined efforts make creative dreams come true. Winter gifts include personal glory, boosting your health, work, and fitness next spring. A restful summer supports you around change, inspiring the fall with renewed hope, faith and purpose. Speak up for a passionate cause.Read More →