Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with the news that a recent survey found that long-feared fee compression in the financial advice industry has yet to come to pass, though some advisors continue to see potential for small reductions in asset-based fees in the future. … Read more
What caught my eye this week. While it’s been nice to enjoy the Mediterranean weather for the past week – ominous, but nice – we all know Bank Holidays in the UK are a cosmic long con guaranteed to eventually rain on your parade. By Monday your family and friends will be watching you through … Read more
Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with the news that CFP Board announced this week that it will raise its annual fee for new and renewing certificants by $120 to $575 in order to help fund its public awareness campaign to promote the CFP brand … Read more
Welcome to another installment of our “Beyond the Courtroom” series: a recap of recent events our attorneys have attended. From conferences and lectures to summits and symposiums, and more, the BGL team is proud to stay connected to the legal and local communities. Brown, Goldstein & Levy was a proud sponsor of Celebrate Pro Bono … Read more
Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with the news that a recent survey found that Americans’ top “burning questions” when it comes to retirement include the amount they need to have saved to retire comfortably (with respondents expecting to need $1.26 million), whether Social Security … Read more