Financial planning

by Cynthia Harrington

FPA Names Pro Bono Advisory Committee: In keeping with its pledge to make pro bono services available to those in need, the Financial Planning Association has formed an advisory committee to help it identify populations in need of help and to establish guidelines to be used by FPA pro bono volunteers.

by Bob Rywick

by Melissa Klein

by Steven I. Levey

SAVINGFORCOLLEGE.COM, PRECISION INFORMATION TEAM TO OFFER COLLEGE SAVINGS TUTORIALS: Savingforcollege.com, an online provider of education funding advice and tools, has signed a deal to feature interactive tutorials created by Precision Information.

by Bob Rywick

FINANCIAL PROFILES ROLLS OUT DATA CONSOLIDATION TOOL: Software maker Financial Profiles Inc. has added a data consolidation tool to its flagship planning solution, Profiles+ Professional.

by Bob Rywick

by Melissa Klein

FPA and foundation for financial planning forge closer ties: The Financial Planning Association and the Foundation for Financial Planning are forging closer ties in their efforts to foster public understanding of the value of financial planning.

by Bob Rywick

by Melissa Klein

AXA to Acquire MONY for $1.5B in Cash: Financial services giant AXA Financial Inc. has signed a deal to acquire The MONY Group Inc. for roughly $1.5 billion in cash.

by Bob Rywick

by Melissa Klein

FPA to Launch Independent Organization for Broker/Dealers: The Financial Planning Association Board of Directors and the FPA’s Broker/Dealer Advisory Council have agreed to launch an independent organization to serve the needs of broker/dealer and registered investment advisor firms that serve independent contractor representatives.

by Bob Rywick

by Melissa Klein

Survey says College is Low on long-term savings Totem Pole: Most parents and grandparents aren’t saving enough for their children’s and grandchildren’s college education, and they aren’t willing to put off retirement to pay for it, according to a survey by OppenheimerFunds Inc.