Financial Planning

More Than Half of Financial Advisors Miss Opportunity to Incorporate Life Insurance into Planning, Saybrus Survey Finds

22 May 2012

Financial advisors often miss the opportunity to speak to their clients about the important role life insurance products can play in financial planning, according to a recent survey by Saybrus Partners, Inc.

Some Tax And Financial Tips For The Divorced From Julian Block

22 May 2012

??I recently reviewed Julian Block?s Tax Tips For Marriage And Divorce.??He has provided me with another guest post, this one??with some advice??oriented to??divorced individuals, although, frankly, most of??the advice is more broadly applicable. ??Divorced individuals should educate themselves for financial planning. In these increasingly rough economic times, it's more vital than ever that you ...

Top Financial Institutions and alfabet Launch Global CTO Council to Standardize Processes in Financial Services Industry

22 May 2012

The Global CTO Council, a steering committee of senior IT executives within the financial services industry, today launched an initiative to develop standardized processes for mastering planning and decision making in Business IT Management.