Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with the news that according to a recent study by DeVoe & Company, only 42% of RIAs surveyed have written succession plans and either have begun to implement them or have already done so. The report suggests this might … Read more
What caught my eye this week. I can’t deny the Monevator Christmas party is always a little awkward, but I look forward to it every year. It’s the anonymity that makes it tricky. Not just keeping our identities secret from the waiting staff, but also from each other. Finumus doesn’t want anybody to know who … Read more
Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with the news that the CFP Board announced a series of proposed changes to its certification requirements, including an increase in required Continuing Education (CE) hours for current certificants to 40 hours every two years (up from the current … Read more
What caught my eye this week. Was there ever a rationale way for investors with a 60/40-style equity/bond portfolio to avoid the worst of the government bond rout of 2022? It’s a question that still bothers me. As a writer and an investing blog owner, mind you, not on my own account. I didn’t own … 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 indicates that surveyed advisory firms that raised their fees in the last year saw almost identical 97% client retention rates as firms that lowered their fees (with the firms raising their fees … Read more
