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
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
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
Image Source: 123rf.com Three in ten Americans use e-books, according to a Pew Research study. As more people adopt this kind of technology, the need for free reading apps has increased. If you’re a book lover like me, here are the five best free reading apps out there. 1. Kindle: The Classic Reader with Modern … Read more
What caught my eye this week. The first few days of a new year are often an anti-climax. It turns out the problems we had last year aren’t magically wiped away by how human beings decide to formally turn a page. However this time there’s déjà vu in the mix too. Because early 2025 has … Read more
