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Summary: The very nature of the word planning connotes preparing for a future. As planners, we evaluate current spending and saving, provide a variety of return assumptions based on past history, and confidently tell people how much they need to save so they can retire at a certain age. It sounds so pretty and straightforward. But is it the right thing for clients?
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Summary: The recent flooding in Houston that has damaged at least 1,000 homes highlights the need for a disaster recovery plan for your critical documents.
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Summary: When it is time to get serious about getting serious about your business succession, you could do not better than follow the advice in a Smart Business article on the subject. Your family, key employees, and everyone else who interacts with your business are all looking to you ... to make sure it survives without you.
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Summary: About 100 high school students will learn firsthand what life as an adviser is like this summer through an industry program aimed at showing them that financial planning is very different than what they see in movies like "The Wolf of Wall Street."
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Summary: Throughout SIFMA’s Private Client Conference in New York City Thursday were discussions about the major demographic challenges confronting the financial advisory industry and about how firms are responding. The issues are the same ones that the industry has been facing for some years now, but they are becoming more critical as the populations of advisors and their clients age and American society grows more diverse.
