Welcome to Retirement Scan, our daily roundup of retirement news your clients may be talking about. What happens when retirement expectations meet realityClients are retiring even earlier than they had planned, according to a growing body of research writes Morningstar’s David Blanchett This can undermine the possibility they will meet their retirement income goals, he […]
Archives for 2019
Uber, Postmates sue to block California gig worker law, claiming it’s unconstitutional
(Reuters) – Ride-hailing company Uber Technologies Inc and courier services provider Postmates Inc asked a U.S. court to block a California labor law set to go into effect on Wednesday, arguing the bill violates the U.S. Constitution. In a lawsuit filed in Los Angeles federal court on Monday, the companies and two app-based drivers said […]
Deadly shooting in Texas becomes a rallying cry for both sides in the gun control debate
Police and fire departments surround the scene of a shooting at West Freeway Church of Christ in White Settlement, Texas, Sunday, Dec. 29, 2019. Yffy Yossifor/Star-Telegram | AP Advocates on both sides of the gun-control debate have seized on the Sunday shooting in White Settlement, Texas, as a rallying cry for their respective causes. On […]
5 Things About Incorporating DEI in RIA Firms with Daria Victorov and John Eing
Daria Victorov, CFP®, and John Eing, CPA, CFP®, of Abacus Wealth Partners have been avid listeners of the 2050 TrailBlazers podcast from the beginning. As a result, they teamed up to expand their diversity, equity and inclusion initiatives within their firm. Abacus Wealth Partners has made a lot of progress on building a diverse firm. […]
‘Hunger Games’ unfolds for ETFs as debuts slump to 5-year low
The $4.4 trillion market for U.S. ETFs is slowing down. Asset managers set up fewer ETFs in 2019 than in any other year since 2014, data compiled by Bloomberg show. Some 225 funds traded for the first time during the past 12 months, down for a second-straight year. At the same time, fund closures spiked […]
The Most Disruptive Trend of the Decade
What would you say was the most disruptive trend of the 2010’s decade ending today? The iPhone? Facebook and Twitter? Cloud computing? Okay, they were extremely disruptive, but I’d throw out another trend into the ring – the shale oil boom. For me, it’s been the hidden disruptive trend – the one we don’t talk […]
France says it was not aware of Ghosn going to Lebanon
PARIS (Reuters) – France was not aware that ousted Nissan boss Carlos Ghosn was jumping bail in Japan to go to Lebanon, the Foreign Ministry said on Tuesday. The French government also had no knowledge of the circumstances of Ghosn’s departure and subsequent arrival in Lebanon, the ministry said in an online briefing. Junior Economy […]
The Top 100 People: Overcoming obstacles – Accounting Today
No one’s career runs perfectly smoothly, and everyone faces some obstacles. In the end, though, what matters most isn’t the size of the obstacles you face, but how you rise above them.As part of this year’s Top 100 Most Influential People survey, Accounting Today asked, “Have you faced a major obstacle or challenge in your […]
Accounting Articles 2019 | Year in Review With Patriot Software
Here at Patriot Software, we try to answer any and all questions you might have about accounting and your small business responsibilities. Want to see what kind of topics we’ve covered this year on our accounting blog? Take a look at our top 10 most-read accounting articles 2019. Most-read accounting articles 2019 If you have […]
#FASuccess Ep 157: Building Your Own Personal Brand To Complement And Not Compete With Your Advisory Firm, with Peter Lazaroff
Executive Summary Welcome back to the 157th episode of Financial Advisor Success Podcast! My guest on today’s podcast is Peter Lazaroff. Peter is a shareholder and the co-chief investment officer of Plancorp, an independent RIA based in St. Louis that oversees nearly $4.4 billion of assets under management for almost 1,300 affluent clients. What’s unique about […]