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2 小时
CFP Exam 101: Everything You Need to Know to Pass the CFP Test
The CFP exam is a computerized six-hour, 170-question beast of an exam designed to test your ability to apply a range of ...
PC Magazine
1 天
10 Custom GPTs That Will Save You Time and Supercharge Your Productivity
Need help revamping your resume, building a website, or planning your next vacation? We test-drove dozens of custom chatbots ...
CNET
1 天
Beware of TikTok Holiday Money Tips. This Expert Shares How to Spot Bad Advice
TikTok and Instagram can be helpful, but they're mainly sources of entertainment. Financial advice can be redundant and ...
1 天
I’m a Financial Planner: 7 Reasons You Should Not Use an AI Financial Planner
Financial planning can feel like an overwhelming enterprise to undertake for your own finances. Do you hire someone and pay a ...
4 天
Olivia, 55, and Elijah, 65, want to spend $120,000 in retirement. How close are they to ...
They want to invest and save as much as possible to catch up with their unused tax-free savings account contribution room ...
IFA Magazine
4 天
2024/25 PFS Personal Finance Awards winners announced
The winners of the 2024/25 Personal Finance Society (PFS) Personal Finance Awards have today (17 October) been announced at ...
4 天
Legal strategies for estate planning to secure future of children with special needs
Selecting a guardian for the special needs child is one of the most critical decisions in the estate planning process ...
5 天
Bubli fakes theft at her own house, all for a phone
In a bizarre incident in Lucknow, a 30-year-old woman named Bubli Yadav fabricated a robbery at her home to fund the purchase of a new phone. Police uncovered her deceit when inconsistencies arose in ...
FTAdviser
5 天
FT Adviser named personal finance outlet of the year at PFS Awards
FT Adviser has been named Personal Finance Trade Title of the Year at the Personal Finance Society Awards today (October 17).
TravelPulse
5 天
Cruise Planners Unveils Industry First Technology Tools
The nation's largest home-based travel agency franchise is offering new advisor technologies, including an AI assistant.
5 天
How behavioural theory is revolutionising financial planning
Discover how behavioural theory is reshaping financial planning practices in South Africa, as industry expert Rex Cowley ...
5 天
Can wedding planners help contain costs?
Yes, in some cases. But couples need to keep a close watch on wedding planners’ fee structures. The costs vary as per ...
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