Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with the news that Congressional Republicans, who recently voted to set a $4.5 trillion target cost for their planned tax bill to replace the Tax Cuts and Jobs Act (TCJA), are currently debating whether the “baseline” for that cost … Read more
Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with the news that CFP Board this week released a checklist of ethics guidelines for the use of generative Artificial Intelligence (AI) tools. The guide notes the promise of AI-powered tools for a variety of functions, including generating meeting … Read more
Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with the news that a recent study by Cerulli Associates finds that while financial planning clients (particularly high-net-worth clients) are overwhelmingly satisfied with their advisors, many advisors face client acquisition challenges despite investors being increasingly willing to pay for … Read more
Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with the news of a recent survey indicating that while overall client satisfaction with their financial advisors remains high at 95%, potential threats to client retention lurk beneath the surface, particularly amongst clients who experience a major windfall or … Read more
Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with the news that CFP Board CEO Kevin Keller this week announced his plans to retire and step down from his position at the end of April next year. During his nearly two-decade tenure, Keller oversaw a near-doubling of … Read more