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Are your new goals the right goals for you?

For many people, January is the time of year to pursue new goals. As the years go on, this yearly goal-setting becomes routine. Even though you have new goals you're passionate about pursuing, your faith in your ability to accomplish them or your awareness about why you're...

source: By Michelle LaBrosse
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The Journal of Financial Service Professionals invites FSP members and other interest parties to consider submitting an article for publication. Journal articles serve to broaden the knowledge base in the dynamic financial service field. Research, insights, analysis, and...

source: FSP

As head of the largest independently owned financial advising firm in the Pittsburgh region managing billions of dollars in clients’ money, Kimberly Fleming is feeling the weight of responsibility to get her staff trained on procedures...

source: Pittsburgh Post-Gazette

This month's new Financial Planning’s survey on RIAs reveals that more than a third of the largest advisory firms are experiencing a decline in assets and revenues. Why? I believe that the financial planning profession has reached an inflection point. The rate of change...

source: Financial Planning

The new Congress has only been in session for four days, yet there are already efforts in the works to fight the Department of Labor’s fiduciary rule, set to take effect April 10. Representative Joe Wilson (R-S.C.) introduced a bill that would delay the effective date...

source: WealthManagement.com

With tax season looming, Internal Revenue Service (IRS) Commissioner John Koskinen and partners from state tax authorities and the tax preparation and software industry shared what taxpayers need to know in 2017. "There are a number...

source: Forbes

The sun had yet to rise the morning after Donald Trump's surprise presidential election win, but financial advisor Kashif Ahmed already was responding to the news by changing client holdings of exchange-traded funds through orders to be executed upon the stock market's 9:30...

source: CNBC


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