Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with the news that a recent survey of RIA employee compensation and wellbeing found that advisors appear broadly satisfied with their jobs and (perhaps unsurprisingly) identified a positive correlation between income and happiness at work (though separate research suggests … Read more
Posted May 21, 2025 by Ben Carlson Today’s Animal Spirits is brought to you by Nuveen and YCharts: See here for Nuveens alternatives solutions See here for YCharts new risk profiles Get a random Animal Spirits chart here On today’s show, we discuss: Listen here Recommendations: Charts: Tweets/Bluesky: $VOO has now taken in $46b … Read more
Financial services represent a complex technological ecosystem where cutting-edge innovations like cryptocurrency coexist with decades-old legacy systems.As Clinton Herget, Field CTO at Snyk, explained in a recent webcast discussion with Application Security Weekly Host Mike Shema, these institutions face unprecedented security challenges that span from protecting blockchain transactions to securing mainframe infrastructure running COBOL code … Read more
Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with the news that Republicans in the House of Representatives this week released their long-awaited tax plan to address the impending sunset of many measures in the 2017 Tax Cuts and Jobs Act. The proposed legislation makes several aspects … Read more
Young advisors may feel – and face – an extra burden to prove their expertise to clients. After all, it can feel odd to create an estate plan that will impact a client’s grandchildren… when those grandchildren may be older than the advisor themselves! And while any advisor needs to determine how much detail to … Read more