Welcome to the October 2024 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors! This month’s edition kicks off with the news that digital estate planning platform Wealth.com has raised […]
Archives for 2024
Weekend Reading For Financial Planners (October 5–6)
Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with the news that a recent survey from Charles Schwab indicates that advisors see technology as the biggest driver of change in the RIA industry, with the growing number of AdvisorTech solutions as the most frequently cited tech-related driver […]
Time for consolidation of DC pensions market
Investment company Abrdn has called for further consolidation of the DC pensions market to invest in a wider range of asset classes that could support growth of the UK economy.
CII publishes 2025 qualifications brochure
The Chartered Insurance Institute has published its 2025 qualifications brochure, which offers a range of career and educational pathways for insurance and personal finance professionals and Financial Planners.
Investors seeking diversity, says Fidelity
Investors embraced diversification amid shifting monetary policies in September, according to Fidelity International’s list of top-selling funds, shares and investment trusts for ISAs and SIPPs.
Single-entry Bookkeeping: Should You Use It?
As your small business begins to make transactions, you must record them in your books. If you want an “easy” way to track business finances, you may consider using single-entry bookkeeping instead of double-entry bookkeeping. Single-entry bookkeeping lets you record transactions quickly so you can get back to running your business. But what are the […]
True Potential CEO steps down
Daniel Harrison has stepped down as the CEO of Financial Planning-focused wealth management firm True Potential.
Kitces & Carl Ep 148: Making It Easier To Get Started By NOT Building In Public And Focusing On Version 0 Instead
“Building in public” is a common piece of advice for tackling new challenges – whether launching content, starting a business, or setting personal or professional goals – as public commitment fosters accountability and motivation, tapping into the human desire to avoid embarrassment. While this approach can be effective, it ultimately poses its own difficulties; for example, […]
Helping Nervous Clients Understand The (True) State Of The Social Security System And What It Means For Their Retirement
Given the frequent news headlines on the (un)sustainability of the Social Security system, many working-age financial advisory clients might harbor doubts about receiving their full estimated Social Security benefits (and many current Social Security recipients might be concerned that they will not continue to receive their full benefits throughout the remainder of their lives). In […]
Senior financial services management lack diversity
White men from higher socio-economic backgrounds are thirty three times more likely to be found in senior roles in financial services compared with women with an ethnic minority background who are also from a lower socio-economic background, according to a new report.