A record number of Americans expect to be unemployed soon, giving advisors opportunities to help them plan.
Archives for 2024
How Art Outreach is drawing on the Xero Beautiful Business Fund to create new possibilities for education
“I used to volunteer at a local food distribution program. Seeing the kids we served take food to their home made me want to do something beyond just providing a basic necessity,” said Mae Anderson, Chairman of Art Outreach, a non-profit arts intermediary dedicated to supporting art practitioners as well as championing art appreciation and […]
Kitces & Carl Ep 145: Explaining The Value Of Financial (Life) Planning By Unlocking The Emotional Job To Be Done
As advisory firm websites have become crucial to the prospecting pipeline, displaying fees can present a delicate challenge for advisors. On the one hand, displaying fees can help a client determine whether an advisor will fit into their budget and may build trust when an advisor demonstrates transparency by explaining how their fee applies to […]
Advised platforms net sales slump 12% in Q2
Advised platforms gross flows in Q2 remained strong but outflows continued to rise and net sales were down sharply by 12.28% to £2.88bn, new figures from consultancy the Lang Cat reveal today.
Market volatility and a contentious election year caused advisor confidence to plummet
However, financial advisors have been trying to ease client fears by taking a longer view.
Utilizing Swap Powers In Irrevocable Trusts To Add Flexibility And Income Tax Efficiency
Irrevocable trusts lie at the heart of a variety of estate planning strategies, as gifts to irrevocable trusts can allow for the transfer of assets outside of an owner’s estate for estate tax purposes with more structure than an outright gift. The downside, however, is that irrevocable trusts are “irrevocable” and can’t easily be undone; […]
Family philanthropy benefits givers in surprising ways — we’ve seen it happen
Unexpected perks of family philanthropy can include mended rifts, improved financial literacy and next-gen involvement in generational wealth.
#FASuccess Ep 399: Maintaining Company Culture More Virtually (When Scaling Past $3B AUM With 10 Office Locations), With Kelli Kiemle
Welcome everyone! Welcome to the 399th episode of the Financial Advisor Success Podcast! My guest on today’s podcast is Kelli Kiemle. Kelli is the Managing Director of Growth and Client Experience of Halbert Hargrove, an RIA based in Long Beach, California, that oversees $3.1 billion in assets under management for 750 client households. What’s unique […]
Labour policies will enhance economy, say fund groups
Seven out of 10 fund groups (69%) expect Labour’s policies to be beneficial to UK economic growth, according to Quilter Investors’ latest Investor Trends Survey.
Fintech Iress says UK business has ‘turned around’
Australian fintech Iress said its UK subsidiary had achieved a “significant” turnaround in financial performance this year after it refocused the business on sourcing and wealth.