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 and Osaic found that at a time when consumers are increasingly seeking comprehensive planning relationships with their financial advisors, many advisors appear to be overestimating the comprehensiveness of the … Read more
What caught my eye this week. When I wrote a few weeks ago that pre-Budget speculation had reached a fever pitch, I was wrong. Turned out that was mere pre-Budget babble. This week was the fever. I have no more speculation to add. Not least because Whitehall-based readers seem to have picked up on my … Read more
Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with the news that Charles Schwab has revealed changes to its technology offerings in the wake of its merger with TD Ameritrade, bringing over several popular TD tools, including portfolio rebalancing tool iRebal, its Model Market Center model management … Read more
Picture this: You’re commuting on the subway, soaring high in the clouds, or hiking in the mountains without internet coverage. You’re craving some quality reading time, and now, with Inoreader, you’ve got a better way to do just that! Our latest update brings more freedom to your reading experience. Now, more sections of your mobile … Read more
Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with the news that a CFP Board ad campaign promoting a career in financial planning to high school and college students sparked an uproar in the planning community, as some advisors questioned whether the messages being sent in the … Read more
