Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with the news that Congressional Republicans, who recently voted to set a $4.5 trillion target cost for their planned tax bill to replace the Tax Cuts and Jobs Act (TCJA), are currently debating whether the “baseline” for that cost … Read more
What caught my eye this week. You don’t need to commission a full-on report to know that we all have wildly different ideas about money – and about how much of it is, well, a lot. And you don’t need to be a dedicated peruser of the personal finance Internet to know the rule is … Read more
Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with the news that CFP Board this week released a checklist of ethics guidelines for the use of generative Artificial Intelligence (AI) tools. The guide notes the promise of AI-powered tools for a variety of functions, including generating meeting … Read more
What caught my eye this week. It’s not been easy to find reasons to be optimistic about the shrinking British stock market in recent years. But I think how private investors, fund managers, the investment trust industry, and investment platforms worked together to defeat US firm Saba’s designs on the trust sector might qualify. As … 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 by Cerulli Associates finds that while financial planning clients (particularly high-net-worth clients) are overwhelmingly satisfied with their advisors, many advisors face client acquisition challenges despite investors being increasingly willing to pay for … Read more
