Written by 
Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with the news that the latest Fidelity RIA Benchmarking Study shows that while RIAs saw gains in AUM and revenue last year, their operating margins tightened, suggesting that rising expenses are cutting into firm profits. The study also looked […]
Billionaire Bill Ackman is one the most powerful behind-the-scenes players in the modern financialized music rights industry. According to Universal Music Group‘s 2023 annual report, Ackman, via Pershing Square Holdings, controls 10.25% of the company’s stock, making him UMG’s second-largest individual shareholder behind Vincent Bolloré. Ackman also sits on UMG’s board. Now, he’s asking for […]
Welcome everyone! Welcome to the 410th episode of the Financial Advisor Success Podcast! My guest on today’s podcast is Emily Biehler. Emily is the co-founder of TrailWise Financial Partners, an RIA based in Golden, Colorado, that oversees approximately $80 million in assets under management for 200 client households. What’s unique about Emily, though, is how […]
November is Financial Literacy Month (FLM), established by the Government of Canada to help Canadians increase their financial resilience. The Awards and Financial Aid Office uses this as an opportunity to help you build a strong financial background for your time at Carleton and beyond. Week One The Awards and Financial Aid Office is kicking […]
{“id”:”1″,”user_id”:19,”uid”:”4c7d534f-9a2b-4928-a77b-28e1b154580b”,”name”:”Would you help us improve our website”,”description”:””,”sections”:[{“uid”:”d2a66db4-d1aa-4286-a3d1-44e6f75de578″,”title”:”Note: This feature is strictly for feedback about your experience using the website.”,”description”:””,”blocks”:[{“typeId”:”content:paragraph”,”uid”:”c592fa0c-059d-4b16-a5ff-244bd59fbc99″,”title”:””,”description”:””,”category”:”content”,”content”:{“value”:”Please take a few moments to provide us with your valuable feedback. Note: This feature is strictly for feedback about your experience using the website. All other questions and feedback will be disregarded.“,”type”:”paragraph”,”options”:{“alignment”:”start”},”value_raw”:[{“type”:”paragraph”,”children”:[{“text”:”Please take a few […]
Source: The College Investor This Halloween’s most terrifying stories have more to do with your money than goblins and zombies. In light of this spooky season, we’re sharing some scary financial statistics and facts about money that could happen to you. But no need to run screaming, we give you a few recommendations to help […]
Financial advisor conferences are not what they used to be. Once the domain of membership associations that, especially amongst independent financial advisors, created a central space for networking and community, conferences were primarily built around professional development (i.e., continuing education) and often held a space for the vendors who served those advisors, with organizations like […]
Hitesh Doshi, Chairman & MD, Waaree Energies, says ALMM is one of the non-tariff barriers which is helping to promote Make in India. Just by bringing ALMM in for a short span, Indian module manufacturing capacity has increased and our exports have also increased. Doshi believes that this will not be restricted only to the […]
New research from Okta, Inc., a leading independent identity provider, highlights the severe impact of cyberattacks on U.S. small and medium-sized businesses. Okta’s study reveals that while SMBs are increasingly concerned about cyber threats, many still rely on basic security measures that leave them vulnerable to evolving and sophisticated cyber risks. Nearly two-thirds of SMBs […]
The financial principles from The Richest Man in Babylon, by George Samuel Clason, might be nearly 100 years old, but they’ve stood the test of time. These lessons on consistent saving, smart investing, and building wealth still hold up in today’s complex financial market. In this article, I’ll break down these timeless principles and show […]