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Welcome to the January 2025 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors! This month’s edition kicks off with the news that Orion, the “all-in-one” advisor technology platform, has […]
Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with a recent survey indicating that a majority of advisors are viewing new client acquisition as their primary challenge in the current competitive environment for financial advice (followed by compliance and technology management) and suggests that, in addition to […]
Grab your free copy of the 52-week guide to micro-improvements at 2025 One Tweak a Week. _______ In 2012, the British cycling team pulled off what seemed impossible. After 76 years of losses, they won the Tour de France, took second place, and grabbed 8 Olympic gold medals. Their secret? Tiny improvements that added up […]
Security Bank, one of the country’s leading financial institutions, has partnered with WeFund Lending Corp., the operator of JuanHand, a leading pure fintech cash lending app in the Philippines, to expand access to financial services for Filipinos. The landmark collaboration was formalized through a credit facility agreement to promote financial inclusion and empower individuals, families, […]
India Cellular and Electronics Association (ICEA) requested a cumulative outlay of approximately ₹40,000 crore as financial support for building the components and sub-assembly ecosystem. In a detailed of recommendations for the Union Budget 2025-26, the electronics body called for financial support for building large-scale components and sub-assembly ecosystem. Read also:NPS equity returns slide to 15.86% […]
Let’s take a look back on the biggest financial and economic stories of 2024 – and a look ahead to 2025! The Fed GDP The Bull Market The Deficit Inflation Bitcoin Basel III Endgame and Scientific Breakthroughs References and Resources: Thanks to our sponsors! QuinceQuince offers a range of high-quality items at prices within reach. […]
Российские военные подготовили список из 160 объектов на территории Японии и Южной Кореи на случай потенциальной войны с двумя странами. Об этом сообщила газета Financial Times, которая получила от западных источников секретные документы российских военных за 2013-2014 годы. В список объектов, по которым российские войска планировали нанести удары во время прямого столкновения, вошли дороги, мосты и заводы, а также атомные электростанции и другие объекты гражданской инфраструктуры. Половина объектов из списка — военные, […]
2025 is here and it’s a perfect time to take stock of our finances and start planning smarter ways to manage money. Financial literacy isn’t just for adults—it’s something we should also pass on to younger generations. Whether you’re a parent, an older sibling, or an involved tito (like me), teaching kids about money management […]
Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with the news that according to a recent study by DeVoe & Company, only 42% of RIAs surveyed have written succession plans and either have begun to implement them or have already done so. The report suggests this might […]
As we wrap up 2024, it’s time to highlight the best posts from Financial Samurai this year. When I started Financial Samurai in July 2009, my goal was to publish three posts a week for 10 years. I achieved that milestone in July 2019, but much like Forrest Gump, I kept on going. Writing has […]