Weekend Reading For Financial Planners (January 25–26) – Go Health Pro

Weekend Reading For Financial Planners (January 25–26) – Go Health Pro

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

Weekend reading: Consequences can cost you more than commissions ever did – Go Health Pro

Weekend reading: Consequences can cost you more than commissions ever did – Go Health Pro

What caught my eye this week. A nice coincidence saw Joe Wiggins at the Behavioural Investment blog write about the downsides of friction-free investing in the same week that Freetrade was acquired by IG Group. IG does offer share trading, but it’s still known primarily as a spreadbetting firm. And while I’d argue Freetrade – … Read more

Weekend Reading For Financial Planners (January 18–19) – Go Health Pro

Weekend Reading For Financial Planners (January 18–19) – Go Health Pro

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

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