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

Blog

[ 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.

Pages

Subscribe to financial planning