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Summary:
You spend countless hours helping your clients get ready to retire.
You coach them on how to structure their investments to maintain the lifestyle they desire.
You help them with Social Security, possibly Medicare. You may even offer counsel on where to live.
But what about you?
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Summary: You ever hear a financial pundit say, “Sell in May and go away,” or “Be fearful when others are greedy?” If these phrases elicit an eye roll, you may be onto something. Such phrases have become so overused in our industry that they’ve lost their meaning.
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Summary: The United States is one of the richest countries in the world, yet many of its citizens are woefully ignorant about the nuts and bolts of such financial vehicles as loans and retirement savings plans. In fact, a Standard & Poor's survey ranked the U.S. No. 14 globally in terms of its citizens' financial literacy and rated just 57% of U.S. adults financially literate.
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Summary: By now, most of you know that the Financial Planning Association has launched an ambitious initiative which aims to dissolve 88 chapter affiliation agreements and turn those local chapters/state organizations into branches of the Denver home office. And if you’ve been reading my Inside Information blog or Michael Kitces’s Nerd’s Eye View posts, you know we think this has the potential to do great harm to the FPA.
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Summary: Outsourcing key functions — including investment management, information technology and legal and compliance — is the route to greater growth, say advisory firms who outsource, according to a new study by Fidelity.
