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
What caught my eye this week. There’s a mildly titanic battle going on in the beleaguered UK investment trust space. Everything from the rise of index funds to the 2022 reset in interest rates to steady outflows from all UK equities – not to mention lousy performance in many cases – has left the sector … Read more
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
