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Archives for 2024
Reduce client regrets on retirement savings with these tips
Most Americans wish they had started saving for retirement sooner and that they hadn’t withdrawn money early from retirement accounts, a recent study says.
Kitces & Carl Ep 146: Re-Educating Clients (Scalably) After They “Read Something On The Internet”
A cornerstone service that many financial advisors provide is education. While strategic advice is crucial, advisors also face the challenge of presenting the strategies to clients in context, explaining different financial planning concepts, and showing clients how to implement these strategies (as well as pointing out any long-term consequences). While curious, proactive clients who are […]
PFS launches female-adviser focused podcast
The Personal Finance Society is to launch a new podcast mini-series to open up the conversation about how to succeed as a female adviser.
Generational divide between Planners’ use of tech
Financial Planning firm owners see a clear generational divide between themselves and younger advisers on technology and social media, according to a new report from adviser platform Wealthtime.
Industry backs move by Chancellor to scrap British ISA
Chancellor Rachel Reeves is set to scrap plans to introduce a British ISA, according to widespread reports first circulated in the Financial Times.
‘Coolcations’ are hot for HNW clients but carry special risks
Northern adventures are all the rage, but wealthy clients planning to take these high-cost trips need insurance coverage that meets specific contingencies.
Using Digital Estate Planning Platforms To Complement Attorney And Advisor Roles
As digital software solutions become more sophisticated (and new ones continue to roll out at breakneck speed), they may offer relief with what they offer but, at the same time, they may also introduce a burden for the user to vet and review the results to ensure that it actually provides the ‘correct’ output. When […]
Large rise in PMI-funded hospital admissions
There were 238,000 hospital admissions funded by private medical insurance (PMI) in the first quarter of this year, a rise of 6% year-on-year, according to new data.
#FASuccess Ep 401: One-On-One Advice Through Financial Wellness Programs To (Profitably) Expand The Reach Of Financial Planning, With Zack Hubbard
Welcome everyone! Welcome to the 401st episode of the Financial Advisor Success Podcast! My guest on today’s podcast is Zack Hubbard. Zack is the Director of Financial Planning and Participant Engagement of Greenspring Advisors, an RIA based in Towson, Maryland, that manages $2 billion of private wealth assets under management for 1,300 client households and […]