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
What caught my eye this week. I don’t know about you, but I really miss that six-month spell last year when we all fretted about what was going to happen to pension allowances, inheritance tax, AIM shares, and all the rest of it. Everyone knows financial planning is dull as dishwater. So why not living … 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
What caught my eye this week. I enjoyed Life After The Daily Grind’s article asking whether money and miserableness go together. It was sharply written and thought-provoking. But I didn’t really agree with the main premise. Over the last decade or so several of my friends have ‘made it’. From wealthy enough to eschew the … Read more
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
