Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with the news that following the change of administration (and a new incoming chair of the SEC), the Investment Adviser Association is seeking to find ways to help RIAs (particularly smaller firms) manage the compliance responsibilities they face. Which … Read more
By Thomas Kerr, CFA NASDAQ:SPGC READ THE FULL SPGC RESEARCH REPORT On January 27, 2025, Sacks Parente Golf (NASDAQ:SPGC) provided preliminary financial results for the 4th quarter of 2024 and full year 2024. Revenue is expected to be between $1.1 million – $1.3 million in the 4th quarter of 2024, an increase of 882% … Read more
Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with the news that while overall financial advisor headcount remains relatively flat, the RIA channel continues to gain share in terms of both headcount (as brokers break away to start their own independent firms and aspiring advisors seek positions that … Read more
Image Source: 123rf.com How financially literate are you? According to a report from the Global Financial Literacy Excellence Center, the average American scored just 48% on a financial literacy test. Some groups scored as low as 37% in certain areas. When it comes to financial management, knowledge is wealth. A financial literacy course may be … Read more
Since the emergence of Artificial Intelligence (AI) in the mainstream technological landscape, conversations about which areas of the financial planning industry would be most likely impacted by AI have proliferated. These discussions have ranged from questioning whether everyone would be out of a job in five years to wondering if anything of substance would change … Read more
