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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 […]
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 […]
Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with the news that the CFP Board announced a series of proposed changes to its certification requirements, including an increase in required Continuing Education (CE) hours for current certificants to 40 hours every two years (up from the current […]
Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with the news that President-elect Trump plans to nominate former Securities and Exchange Commission (SEC) Commissioner Paul Atkins as the next SEC chair, replacing Gary Gensler. Atkins’ previous time on the commission and more recent statements suggest that he […]
It’s December! Time to decorate and spread holiday cheer! I’m finishing up two craft projects by twilight and hope to photograph them this week. We pick up our tree next weekend and Saturday will be all about trimming the tree and hanging garland up the stairs. Christmas is three weeks away! I have most of […]
My Thanksgiving table is set! We’re expecting eight adults plus my two nephews, the perfect manageable size which allows me to set a pretty table and not have to cook for a large crowd. My daughter the chef is always a big help to me, so Thanksgivings are easier than they were a decade ago […]
Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with the news that amidst a rare change in leadership at Charles Schwab, the outgoing and incoming CEOs hinted at relatively minor changes during remarks for advisors at its annual IMPACT conference this week, including an increased focus on […]
Yesterday I got a jump on my holiday shopping. There’s a wonderful outdoor mall about 45 minutes from my house, I grab a latte and go store to store gathering gifts for my family and friends. It’s a ritual I do once a year instead of purchasing everything online, and it gets me in the […]
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 […]
Thank you so much for your comments on the most recent life change I wrote about, I am grateful to all of you for your encouragement. How nice it is to know I have so many friends out there that have been visiting for so long. I’ve assembled table linens and dinnerware so I’m ready […]