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
What caught my eye this week. Data from MoneySuperMarket on household disposable income was presented by This Is Money this week as a regional ranking of which city’s citizens have the most spending power: Disposable income is defined here as what you have left to spend after paying some 31 kinds of outgoings – from rent … Read more
Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with the news that President-elect Trump plans to nominate former Securities and Exchange Commission (SEC) Commissioner Paul Atkins as the next SEC chair, replacing Gary Gensler. Atkins’ previous time on the commission and more recent statements suggest that he … Read more
What caught my eye this week. With 2024’s decline in mortgage rates arrested – if not yet quite beaten-up for resisting said arrest – it is likely house prices will continue to go nowhere for a while. Especially given the higher stamp duty for buy-to-let landlords that came in with the October Budget. The now-5% … 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 from Cerulli Associates shows that consumer trust in financial services companies has increased significantly over the past decade, with firms that provide a more personalized approach to providing financial advice seeing the best … Read more
