Financial Advisor Org.

Champ Financial Services, LLC Announces Merger with Mass Mutual Financial Group
Two great forces collaborate as Champ Financial Services, LLC and Mass Mutual Financial Group join in a merger announced June 30, 2008. Both companies posted gains as Mass Mutual extends its presence in the Indianapolis area and Champ Financial now offers access to the top financial planning products available, including Life Insurance, Retirement Strategies, Investment Portfolios, College Tuition Plans, and Estate Planning Strategies.

WEL Named in Financial Investment Experts' Stock Recommendations Report, Featuring Top 10 Stocks for 2008 : Free Financial Investment Advice Report
NewsletterAdvisors.com released the 9th edition of its free special stock investment research report that brings the latest stock recommendations from America?s investment experts directly to investors. The "10 Winning Investments from America's Top Financial Experts" contains analysis from six of America?s most successful investment gurus.

Retirement Finance Planning-Tips For Planning Your Financial Future
Retirement finance planning is one of the most important activities you will ever engage in. Quite simply, if you don?t know where the money is coming from once you?ve finished working, you won?t have a very enjoyable later life.

Zetland Financial Group Attends International Tax Planning Association Conference in Vienna
Leading international business consultancy Zetland Financial Group Limited attended the recent International Tax Planning Association conference in Vienna, Austria.

China Tax and Financial Planning Briefing New Edition Announced
WorldTrade Executive, Inc. announces the publication of its new corporate report, China Tax and Financial Planning Briefing to be used by CFO's, general counsel and major law and accounting firms.

Investment Policy Statement Essential for Good Financial Planning
Nationally-Recognized Wealth Managers Promote Benefits of ISPs to Consumers and Financial Planners

myStockOptions.com Services For Advisors Celebrated By Financial-Planning Award From CPA Wealth Provider Magazine
For its membership level MSO Pro, myStockOptions.com has been honored among "firms or companies that have taken the lead through innovation, efficiency, initiative, or growth in the financial planning area."

Daytona Beach-Based Financial Advisor Calls for a Fiduciary Standard in Financial Services Industry
Dan Brownsberger of FirsTrust works with NAPFA to increase awareness of fiduciary standards.

QED Financial Systems Provides Comprehensive Securities Data to Investment Accounting and Portfolio Management Organizations
In July 2007, QED Financial Systems introduced QED Data Connection, a solution that provides comprehensive securities data to QED clients via single, customized data feeds that enable organizations to save time and control costs.

Financial Advisor Offers Last Minute Tax Planning Tips that Could Save Investors Money
It's that time of year again. Millions of Americans are preparing to pay their annual bill to Uncle Sam and most are trying to minimize the share of their earnings that they will have to pay to the government on April 15. According to Rusty Cagle, a certified financial planner professional, there are several things taxpayers can do to ensure that they legally minimize the amount of taxes they owe for tax year 2007.

Financial Planning Consultants in Demand After Tax Season Says LocalEdu.com
LocalEdu.com reveals that demand for the services of financial planning consultants is strong in tax season and is predicted to remain high in the long-term. Employment in the sector is predicted to rise "faster than average" through 2014. A feature on LocalEdu.com highlights a projection by the Bureau of Labor Statistics that employment of financial analysts and personal financial advisors is expected to rise.

Michael Talley, Financial Advisor, Now Offers Totally Free Online Financial Plan
Start to develop a sound strategy for personal finance and investing today. Just 20 min. on Michael Talley's Web site lets users take stock of their financial strategy with the input of a pro.

Financial Advisor Offers Annual Financial Planning Tips for a Better 2008
As 2008 gets underway, people all over the world have made resolutions. Whether losing 10 pounds or making financial related resolutions, the New Year provides an opportunity for people to take stock of their lives and resolve to do things differently. According to Jeff Carbone, a Charlotte-based independent financial professional, most people spend more time planning their annual vacation than planning for their financial future. But Carbone advises that when thinking about finances at the beginning of the year, Americans should go beyond the obvious financial resolutions.

Financial Planning Gets a Makeover from Financial Consultant, the Coaching Industry
A financial consultant and lifestyle designer team up to bring new solutions to an increasingly important industry. In today's uncertain world of changing careers, on-the-go lifestyles and shifting family roles, smart financial planning frequently takes a back seat to immediate demands. Karen Ellenbecker of Ellenbecker Investment Group and Lifestyle Coach David Bohl of SlowDownFast.com rise to the occasion with imaginative new financial consulting options that take their clients' individuality into consideration while accounting for fears, dreams, goals and personal values and their desires for self improvement.

Dallas Fort Worth Financial Advisor Pioneers Flat-Fee Investment Portfolio Management
Frisco Financial Planning LLC (FFP), a Dallas area financial planning and Registered Investment Advisor, has introduced an innovative investment portfolio management fee structure. The firm charges a "flat fee" for investment advice and execution to each of its investment management clients, independent of the size of the investment portfolio. The traditional financial services "asset-based fee" model has several flaws: the fee is too high, it is tied to portfolio size, it increases too fast, and the model has inherent conflicts of interest. Frisco Financial Planning's flat fee model overcomes the above flaws and provides an affordable and objective alternative in investment portfolio management.