Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with the news that a recent survey found that clients across several countries who work with a CFP professional have better outcomes on a range of measures compared to those working with other advisors or no advisor at all, […]
Archives for October 2023
Editor’s Comment: Planners’ ‘secret sauce’ is revealed
Conferences and in-person events have become more important in these post-pandemic times and this week’s CISI Annual Financial Planning Conference was no exception. More than 300 people, including me, attended the event held in the picturesque Wotton House hotel and conference centre near Dorking in leafy Surrey. Everyone seemed very busy and pleased to be there. […]
4 in 10 Londoners face poverty in retirement
London is among the worst UK regions for predicted post-retirement financial struggle, a new study by Scottish Widows has predicted, writes Emily Berry. According to the study, nearly four in 10 retirees in London, Scotland, the North East and East of England will struggle to meet minimum living costs in retirement. The study suggests 39% […]
Dynamic Planner integrates with Curo
Financial Planning software provider Dynamic Planner has developed an integration with Curo from Time4Advice. The integration will enable advisers to move client data and reports between Curo and Dynamic Planner. Dynamic Planner said the integration will remove room for error as well as making it easier for advisers to provide clients with the information they […]
LPL’s Linsco channel grew AUM sevenfold in 4 years. What’s next?
LPL’s employee channel has proved popular since its 2019 launch, and recently announced its first $1B team. Here’s how that move happened and where Linsco goes from here.
Goldman fires legal barrage to enforce nonsolicitation deals ahead of sale to Creative Planning
The Wall Street giant is seeking to enforce contract clauses meant to keep former employees from working for rival firms or reaching out to clients for six months.
Aaron Klein announces AI for advisors, dollars for vulnerable children at Fearless Investing Summit
A new name, new tools and more than $50,000 for kids in Ethiopia gave the leader of the wealthtech firm formerly known as Riskalyze plenty of reasons to smile this week in Miami.
Arkadios adds $800M breakaway team going independent
Two financial advisors left JPMorgan Securities and one left Capital Group’s high net worth unit for the fast-growing midsize firm.
Kitces & Carl Ep 122: Helping Clients Make Decisions That DON’T Make (Financial) Sense
For many financial advisors, financial planning advice traditionally focuses on optimization: tax-efficient, continually rebalanced portfolios are often designed to maximize a client’s wealth throughout retirement. Such optimization can serve as the backbone of an advisor’s value proposition, providing a bottom-line analysis that communicates why those (not insubstantial) fees are worthwhile at the end of the […]
This AI company wants to help you control your dreams
Prophetic is a tech startup creating what’s billed as the “world’s first wearable device for stabilizing lucid dreams.”