Sunday, October 17

Yearly Archives: 2018

This is the first Journal of Personal Finance from new editor Dr. Benjamin F. Cummings, CFP®, RFC® who is an Associate Professor of Behavioral Finance at the American College of Financial Services. He has completed award-winning research on the use and value of financial advice and has been quoted in the media, including in MarketWatch and USA Today. His primary responsibilities include teaching behavioral finance in the Financial and Retirement Planning Ph.D. program and advising doctoral candidates on dissertation research. His research focuses on making retirement, charitable, tax and investment decision. “As the new editor of the Journal of Personal Finance, I am pleased…

The IARFC Welcomes Participating Universities to the National Financial Plan Competition. Completing the registration process are: Bowling Green University – Bowling Green, OH Bryant University – Smithfield, RI California State University – Northridge, CA Central Michigan University – Mount Pleasant, MI Clarion University – Clarion, PA Creighton University – Omaha, NB University of Illinois – Urbana, IL University of Missouri – Columbia, MO University of North Florida – Jacksonville, FL University of North Texas – Denton, TX Utah Valley University – Orem, UT Western Carolina University – Cullowhee, NC. These 12 universities represent 56 teams of 112 total students with 2…

The International Association of Registered Financial Consultants (IARFC) announces the election of Frederick C. Ostermeyer, MRFC, AIF® of Managed Resources, LLC in Post Falls, ID to the IARFC Board of Directors. He will be assuming his duties immediately at the Quarterly Board Meeting scheduled for September 18. As principal of Managed Resources, LLC, Ostermeyer teams with his wife and office manager Mary and financial consultant John Baldeck. Fred is licensed to provide advisory services through KMS Financial Services, Inc. – a firm he has been affiliated with for 25 years. They have over 60 combined years of providing investment services…

According to insurancenewsnet.com website,  “InsurancesNewsNet” is on the forefront of communicating breaking news and original insights to the industry. With thousands of news sources and hundreds of original articles, they provide premium content typically only available through proprietary news outlets. Their service provides insurance and financial professionals with free newsletters, InsuranceNewsNet Magazine and breaking news from Capitol Hill for insurance and financial legislation thus helping advisors run their practice and increase their bottom line. IARFC at 2018 SuperConference Their “2018 Super Conference” in Chicago on Sept 26-28, brings together successful marketers, economists, financial advisors, and speakers giving LIVE and in-person tactics…

We all know the importance of the referral system in our business. Now the IARFC is rewarding the member who has brought in the most new qualified professional consultants who join the ranks of the Association. First Place Winner will receive an all expense paid trip to the IARFC Annual Convention in Nashville, TN. This would include: One, Free Registration to the 2019 IARFC Annual Conference, (registration must be completed online a link and code will be provided). One, round trip coach airfare (maximum $500) to Nashville, TN (reimbursement to be made with copy of receipt no more than 30…

The IARFC now has a consumer oriented radio program and podcast listing on the Association website  www.iarfc.org.  The listing provides the public with links to viewpoints from our Association consultants and provides visibility for those who are listed. For inclusion on this page: Person submitting the Radio and Podcast must be a current member of the IARFC. Submission must include: Cover image Image size 400 x 400 pixels In jpeg, png or tiff format Description of the radio program or podcast (50 words) Link to the consultants program or podcast Submissions should be sent to randy@iarfc.org. Utilize your IARFC Benefits – get…

The International Association of Registered Financial Consultants (IARFC) has developed a new white paper for members entitled, The Power of Media. Based on information experienced by IARFC President “Coach Pete” D’Arruda, MRFC of Capital Finance and Insurance, LLC, this instructive write up gives the novice an introduction into the world of media options for the independent financial consultant. The white paper provides strategies and advice as to setting up a plan of execution and performance. While not intended as a comprehensive guide, it suggests starting points of the media outlets that are open to the “average consultant”. D’Arruda feels these…

The July/August issue of the Register focuses on a consultant’s ability to break down complicated financial topics for the average investor. Cliff Walsh, RFC®, a constant writer and contributor to the publication discusses the importance of discipline and emotion control when communicating with clients about their investments. Walsh is the current Vice President of Asset Management at American Portfolios Financial Services, Inc. (AP) in Holbrook, NY. Before joining AP in October 2017, Walsh served as the Chief Investment Officer of Progressive Advisory Solutions, LLC where he oversaw the company’s investment process, portfolio management and risk controls. He has also served as…

So often financial consultants can really make a difference in the lives of their clients. Sometimes it is a noticeable change, sometimes you don’t hear about it until months or years later. It is why many financial consultants are in the consulting business – they want to help people. For that reason, the IARFC has adopted this mantra, BE THE CHANGE, for their Annual Conference in Nashville,  TN  next March. The more professional and knowledgeable you are as a consultant, the more you can give your clients the help and support they need. In Nashville, you will have the opportunity…

The International Association of Registered Financial Consultants (IARFC) announces the opening of registration for the 2019 National Financial Plan Competition. The IARFC extends its invitation to professors and their undergraduate students enrolled in Financial Services curriculums to participate in the production of a comprehensive personal financial plan based on uniform sample data provided. The competition allows for extensive learning opportunities. Individual students or teams of two are sent a fictional case narrative and… Initially develop a personal financial plan following submission guidelines As a semi-finalist present the plan to a panel of financial professionals As a finalist, explain their…