Planners have urged investors not to make any knee-jerk reaction to the newly introduced import tariffs from the US government.
Archives for April 2025
Kitces & Carl Ep 161: How Valuable Is Getting Feedback About Your Original Business Ideas That Others May Not Get Anyway
Launching a new business venture is often a creative – and somewhat vulnerable – act. Whether it’s opening a new firm, publishing a book, or even just posting on social media, each public-facing offering reflects many hours of ideation, refinement, and effort. When preparing to launch, advisors must typically answer two core questions: “Who will […]
LPL advisor pushes to keep Ameriprise recruiting dispute out of arbitration
Michael Bonevento and his team left Ameriprise in 2019 to join LPL Financial. He says too much time has elapsed for him to now be accused of misappropriating client information.
Don’t wait for rollovers — ask to manage client 401(k)s now
Many advisors overlook held-away workplace retirement accounts, unaware that a rollover isn’t a prerequisite for professional management.
Helping Clients Grasp Abstract Retirement Income Strategies With Historical Market Visualization
For many financial advisors, a core part of the retirement planning process involves simulating whether the client’s assets will last through retirement. Traditionally, these simulations take the form of either Monte Carlo analyses – showing the percentage of simulated outcomes in which the client finishes with assets remaining – or stress tests that assess plan […]
Ex-Confused.com CEO to head protection provider Guardian
Carlton Hood has been appointed CEO of protection provider Guardian from 1 May.
Number of nonagenarians doubles in 30 years
There are now nearly 612,000 people aged 90 or over living in the UK with the number heading upwards, according to analysis of official figures by retirement specialist Just Group.
#FASuccess Ep 431: Navigating Couples With Money Conflicts By Developing A New Toolset Of Questions To Ask, With Nick Rodkin
Welcome everyone! Welcome to the 431st episode of the Financial Advisor Success Podcast! My guest on today’s podcast is Nick Rodkin. Nick is the managing partner of Stoic Financial, an LPL-affiliated advisory firm based in Boynton Beach, Florida, that oversees $107 million in assets under management for 70 client households. What’s unique about Nick, though, […]