How much to charge for financial advice is rarely a decision made lightly. A firm’s pricing strategy often reflects both the local market (or niche-related) norms – such as the nearly-ubiquitous 1%. Others may align with broader industry trends, like transitioning to fee-only structures to buffer against market volatility. Still others may choose a hybrid … Read more
Vietnam and Malaysia have upgraded diplomatic ties and pledged to deepen their cooperation on the South China Sea dispute ahead of a second Donald Trump administration in the US and rising maritime tensions between Beijing and Manila. The elevation in ties to a comprehensive strategic partnership – announced last week during Vietnamese Communist Party chief … Read more
Welcome everyone! Welcome to the 413th episode of the Financial Advisor Success Podcast! My guest on today’s podcast is Kevin Leahy. Kevin is the CEO of Connecticut Wealth Management, an RIA based in Farmington, Connecticut, that oversees approximately $4 billion in assets under management for 1,100 client households. What’s unique about Kevin, though, is how … Read more
If you’re anything like me (and if you are, I’m sorry, and have you tried therapy?) then you’re well-acquainted with those online tables of the top savings accounts. But have you considered smaller building societies that might not make these lists? We all know the drill in 2024. You need somewhere to park your cash. … Read more
In today’s rapidly evolving digital landscape, organizations face unprecedented cybersecurity challenges. The “Guide to Enhancing Cybersecurity Resilience,” created by CyberRisk Collaborative and CyberRisk Alliance experts, provides an in-depth look at strategies to strengthen resilience against cyber threats. This community-developed report brings together insights from senior cybersecurity leaders from leading organizations, including Microsoft, JLL, Charles Schwab, … Read more
