For decades, Americans have been retiring later and later in life. Now 20% of the population is giving up on the idea altogether.
Archives for 2023
Academic Research Vs Industry Experience: Evaluating The Value Of Practice Management Advice
As a financial advisor, there are many potential sources of advice on running a practice and serving clients, from fellow advisors to coaches to academic researchers and others. Sometimes, it can be tempting to rely solely on the advice of those with an ‘in-the-trenches’ perspective, as these individuals have actually lived out a similar experience […]
LifeSight links with Octopus to offer money guidance
LifeSight, the defined contribution master trust owned by Data analysts WTW, has partnered with Octopus Money to provide one-to-one money guidance for its members to support their financial wellbeing. They will receive support tailored to their personal circumstances, as well as access to group webinars and other resources to support longer-term Financial Planning. The one-to-one support will allow LifeSight […]
Using AI to help advisors find the right words
Fintech veteran and former Skience president Marc Butler believes by working together, advisors can help develop generative AI that truly works for them.
Kenvue CEO says consumers are spending on brand-name health products even as they pull back in other areas
Thibaut Mongon’s remarks follow Kenvue’s second-quarter earnings beat, which was fueled by resilient demand for brands like Band-Aid, Tylenol and Aveeno.
Your Taces: Israeli accounting bodies should shake up these matters – The Jerusalem Post
Your Taces: Israeli accounting bodies should shake up these matters The Jerusalem Post
7 key tax questions about paying off student loan debt
Decisions about which type of repayment plan to use and whether to file jointly or separately carry important implications for borrowers, experts said.
Weekend Reading For Financial Planners (July 22-23)
Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with the news that Charles Schwab’s latest annual RIA Benchmarking Study shows that while average firm assets under management fell in 2022, due largely to weak market performance, organic growth remained strong, mitigating a portion of the market effects […]
Editor’s Comment: Weeding out the rotters
One thing that has always disappointed me about financial regulation is how many rotters are allowed to get involved in financial services in the first place. That may be changing, finally, as the FCA moves towards a much more interventionist and proactive policy on those wanting to be regulated individuals and run regulated firms. Not […]
Benchmark buys 32-adviser Swindon Planner
Schroders’ Benchmark Capital arm is to acquire 32-adviser, £755m AUM Swindon-based Unique Financial Planning. The deal is for an undisclosed sum. Benchmark has acquired several Financial Planning firms in recent times and supports more than 1,000 financial advisers with platform assets of over £18bn. In November Benchmark acquired a 49% stake in West Midlands-based Chartered […]