financial planning

Old Mutual Wealth and Intrinsic Launch National Advice Business

Press Release

October 20, 2015 /3BL Media/ - Old Mutual Wealth and Intrinsic have announced the launch of a national advice business, Old Mutual Wealth Private Client Advisers.

It is one of two key initiatives announced on 2 October, which form an important part of Old Mutual Wealth’s ongoing commitment to financial advice (see Intrinsic to acquire Financial Adviser School).

The Resilient Investor: A Plan for Your Life, Not Just Your Money


[ Excerpts from the forthcoming book, The Resilient Investor: A Plan for your Life, not just your Money - available for pre-order before its release in January 2015 from Berrett-Koehler Publishers.]

Article By Hal Brill, Michael Kramer and Christopher Peck, the Managing Partners of Natural Investments.

Life Foundation Receives ING U.S. Grant to Expand Next Generation Financial Literacy Program

$100,000 Contribution will Fund Research, New Education Materials to Expand Free Insurance Curriculum for High School Students
Press Release

Arlington, Va., May 6, 2013 /3BL Media/ – The nonprofit LIFE Foundation today announced that its Next Generation financial literacy program will expand thanks to a $100,000 grant from the foundation of financial services provider ING U.S.. The company’s contribution will help LIFE fund new research and develop materials to grow its nation-wide education initiative, which provides high school teachers with free, interactive tools to help demonstrate to students the importance of proper financial planning and risk management.


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