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FORM: Personal Living Expenses Worksheet.

Subjects: *HOUSEHOLD budgets; *HOME economics; *PERSONAL finance

• Source: Women's Small Business Start-Up Kit. Jan2024, p1-3. 3p.

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SLC brings its pioneering private credit investing to pension funds: Years before asset class ballooned to $1.7 trillion, strategy offered in Canada.

• Authors : Arvedlund, Erin (AUTHOR)

Subjects: *PENSION trusts; *INTEREST rates; *ASSETS (Accounting)CANADA

• Source: Pensions & Investments. 2/12/2024, Vol. 52 Issue 2, p6-6. 1p.

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The state of the union for women in financial planning.

• Authors : Kistner, Nancy (AUTHOR); Schaeffer, Karen P. (AUTHOR)

Subjects: *FINANCIAL planning; *FINANCIAL planners; *VOCATIONAL guidance

• Source: Financial Planning. Mar2024, Vol. 54 Issue 2, p47-48. 2p. 1 Color Photograph.

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Allianz Grows Wealth Bet With Stake in $68 Billion Manager AlTi.

• Authors : Stupples, Ben; Kahl, Stephan

Subjects: *ROBO-advisors (Financial planning); *TEACHER pensions; *MERGERS & acquisitionsALLIANZ SE

• Source: Bloomberg.com. 2/22/2024, p1-2. 2p.

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Financial planning: A rewarding career that lets you make a difference.

Subjects: *FINANCIAL planning; *WEALTH management services; *FINANCIAL planners

• Source: Maclean's. Nov2022, Vol. 135 Issue 10, p(Sp)1-(Sp)2. 2p. 1 Color Photograph.

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Does the SEC crackdown on AI and other tech go too far?

• Authors : Shaw, Dan (AUTHOR)

Subjects: *FINANCIAL planning industry; *ARTIFICIAL intelligence; *FINANCIAL services industryUNITED States. Securities & Exchange Commission

• Source: Financial Planning. Nov/Dec2023, Vol. 53 Issue 9, p14-15. 2p.

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What’s the biggest investment you’re making over the next year?

• Authors : Weisbrot, Steve (AUTHOR); McNeill, Mackey (AUTHOR); Rooney, Brianna (AUTHOR)

Subjects: *CORPORATE finance; *FINANCIAL planning; *CHIEF executive officers

• Source: Inc.. Winter2023/2024, Vol. 45 Issue 6, p16-16. 1/3p.

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CRAIN'S LIST TOP AREA WEALTH MANAGEMENT FIRMS.

Subjects: *WEALTH management services; *ROBO-advisors (Financial planning); *RETIREMENT planning

• Source: Crain's Grand Rapids Business Journal. 12/18/2023, Vol. 400 Issue 26, p23-25. 3p.

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Disrupt the status quo and truly commit to diversity.

• Authors : Rosa, Luis F. (AUTHOR)

Subjects: *INTERNSHIP programs; *FINANCIAL planning industry; HISTORICALLY Black colleges & universities

• Source: Financial Planning. Jan/Feb2024, Vol. 54 Issue 1, p39-40. 2p.

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WHAT YOU MUST KNOW ABOUT MEDICARE.

• Authors : WANG, PENNY (AUTHOR)

Subjects: MANAGED care programs; FINANCIAL planning; MEDICARE Part D

• Source: Consumer Reports. Dec2022, Vol. 87 Issue 12, p46-50. 5p. 1 Color Photograph.

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