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 […]
State pension would cost £250,000 to replace
New calculations from pension provider Aegon reveal that it would cost £250,000 to buy a lifetime guaranteed income to match the current state pension payout.
Advisers favour multi-asset funds – survey
Nine out of 10 (90%) advisers use multi-asset strategies for accumulation and decumulation, according to new research by Aegon.
Fidelity Bundles Advyzon With eMoney And Wealthscape In Its New RIA “Tech Stack” (And More Of The Latest In Financial #AdvisorTech – September 2024)
Welcome to the September 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 Fidelity has announced a new bundled technology […]
Weekend Reading For Financial Planners (August 31–September 1)
Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with the news that a recent benchmarking study suggests that a number of RIAs are looking to move ‘upmarket’ and work with wealthier clients by expanding their service menu to include family office services, investment banking, and/or trust services. […]
5 things to expect at Financial Planning’s ADVISE AI
Financial Planning’s upcoming ADVISE AI conference will feature industry-leading experts from firms including Microsoft, Orion and CogniCor who will offer insights on how advisors can use AI to grow their businesses.
How advisors can protect older clients from financial scams
Scams targeting individuals aged 60 and older caused over $3.4 billion in losses in 2023 — an increase of approximately 11% from the year prior, according to the FBI.
Suit: Charles Schwab used ‘cash sweeps’ for $22B TD Ameritrade acquisition
Schwab vehemently denied allegations that it mishandled clients’ uninvested cash, calling the putative class action just the latest in a series of “unsound, copycat lawsuits.”