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Financial Planner News

Updated Shanghai ready to welcome the worldFriday, March 12, 2010 @ 3:15PMWalking beneath Gordian-knot tangles of drooping overhead wires, past apartment windows draped with laundry, I enter a 1920s building and wedge myself into a tiny elevator. Seconds later, I emerge into the hidden elegance of M on the Bund restaurant and its... Shanghai - Bund - China - Asia - Business and Economy

BCSC issues temporary order against financial plannerFriday, March 12, 2010 @ 2:46PMThe executive director of the British Columbia Securities Commission has issued a temporary order against a financial planner and a B.C. company over allegations that they illegally distributed securities.

420-acre solar farm proposed near AvenalFriday, March 12, 2010 @ 1:59PMAvenal's motto "Oasis in the Sun" didn't go unnoticed by green energy developers who drove across California last year looking for a place to put their next solar farm.

Renton couple files lawsuit against financial planner charged with mail fraudFriday, March 12, 2010 @ 12:45PMFinancial planner Rhonda Breard, whose company Breard & Associates Wealth Management is based in Kirkland, was charged Wednesday with mail fraud in connection with a scheme to defraud dozens of clients out of millions of dollars.

LOCAL BRIEFSFriday, March 12, 2010 @ 12:16PMJohn F. Ertle of Edward Jones, Toms River, has received the certified financial planner designation from the Certified Financial Planner Board of Standards.

BCSC Executive Director's Bulletin: Securities Regulator Issues a Temporary Order and Gives a Notice of Hearing ...Friday, March 12, 2010 @ 12:07PMVANCOUVER, BRITISH COLUMBIA--(Marketwire - March 12, 2010) - The executive director of the British Columbia Securities Commission has issued a temporary order against a financial planner and a B.C. company, and given a notice of hearing alleging that the respondents illegally distributed securities.

The Evidence Against Buy and Hold, and Why You Should Do It AnywayFriday, March 12, 2010 @ 12:05PMLearn the facts about the strategy to buy and hold.

BCSC Executive Director's Bulletin: Securities Regulator Issues a Temporary Order and Gives a Notice of Hearing ...Friday, March 12, 2010 @ 12:00PMVANCOUVER, BRITISH COLUMBIA--(Marketwire - 03/12/10) - The executive director of the British Columbia Securities Commission has issued a temporary order against a financial planner and a B.C. company, and given a notice of hearing alleging that the respondents illegally distributed securities. The order temporarily prohibits Peter William Arthur Wise and Microline Veneer & Forest Products Corp ...

In the Game: Beating Back Entitlement SyndromeFriday, March 12, 2010 @ 11:23AMIt’s a good time—and let’s face it a refreshing time—to think about the future of your business. We’re talking about the younger guys and gals: Generation X (born between 1965 and 1982) and Generation Y, aka the Millennials, (born between 1983 and 2002).