Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with the news that at a time when brokerage firms’ cash sweep programs come under increased scrutiny (and as the Federal Reserve has cut interest rates), Charles Schwab (the largest RIA custodian) continues to slash sweep rates for client … Read more
Can you achieve financial freedom on a working-class income, or if you come from a working-class background? Does working-class financial freedom look the same as other forms of FIRE? What even is ‘working class’ anyway? What’s in a name? I don’t know about you, but I struggle with the term working class. What does it … Read more
Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with the news that the “Social Security Fairness Act” was signed into law this week, eliminating the Windfall Elimination Provision (WEP) and the Government Pension Offset (GPO) provisions, which previously reduced the Social Security benefits of individuals who worked … Read more
Stay informed with free updates Simply sign up to the Chinese business & finance myFT Digest — delivered directly to your inbox. Guangzhou FC, once China’s leading professional football club and a symbol of the country’s aspirations in the sport, has been dropped from the national league after a drawn-out saga related to the collapse … Read more
Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with a recent survey indicating that a majority of advisors are viewing new client acquisition as their primary challenge in the current competitive environment for financial advice (followed by compliance and technology management) and suggests that, in addition to … Read more
