Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with the news that Charles Schwab has revealed changes to its technology offerings in the wake of its merger with TD Ameritrade, bringing over several popular TD tools, including portfolio rebalancing tool iRebal, its Model Market Center model management … Read more
Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with the news that a CFP Board ad campaign promoting a career in financial planning to high school and college students sparked an uproar in the planning community, as some advisors questioned whether the messages being sent in the … Read more
What caught my eye this week. I belatedly enjoyed Dumb Money on Netflix this week. Finumus put me onto it as a chaser to the story in my Active Antics links below about the Canadian who made and lost $300m trading Tesla options. Dumb Money is hilarious (whereas that second story is almost tragic) but … Read more
Israeli prime minister Benjamin Netanyahu at the 79ᵉ session of the United Nations General Assembly, UN headquarters, New York, September 27, 2024. LEV RADIN/ZUMA PRESS WIRE/SHUTTE / LEV RADIN/ZUMA PRESS WIRE/SHUTTE Even for a leader who is adept at maintaining a balance of power in international relations, including with his allies, the message sent by … Read more
What caught my eye this week. Just 26 sleeps to go until the new government’s first Budget on Wednesday 30 October. And I cannot recall there ever being so much pre-match jitters. I could have filled the links below with forecasts, evasive action tips, and threats to emigrate. Hardly what anyone would call a honeymoon … Read more
