More than 9 in 10 financial advisers (95%) have had to apologise to clients for poor platform service in 2024, according to a new report.
Kitces & Carl Ep 152: Advisory Fee Confidence And Building The Happy-Client Stoke File
How much to charge for financial advice is rarely a decision made lightly. A firm’s pricing strategy often reflects both the local market (or niche-related) norms – such as the nearly-ubiquitous 1%. Others may align with broader industry trends, like transitioning to fee-only structures to buffer against market volatility. Still others may choose a hybrid […]
Musk calls for abolishing consumer agency GOP has long targeted
X-owner Elon Musk took to his platform to agitate for the elimination of the CFPB, a consumer protection agency.
BlackRock, Vanguard accused of antitrust violations by Texas
The Texas AG leads a lawsuit against BlackRock, Vanguard, State Street, alleging asset managers’ influence on coal production led to higher energy prices.
Most seniors retire before age 65, study shows
Six out of 10 retirees leave the workforce earlier than they planned, according to a new Transamerica study. Here’s why — and how advisors can help.
Goldman Sachs on what 2025 might bring for markets
With interest rate easing cycles, geopolitical risk and post-election policies, experts looked forward to what’s ahead in the new year.
Ex-HMRC officer sentenced for financial adviser-linked crime
A sacked HM Revenue and Customs (HMRC) officer who abused her position to help her husband launder £3.3m of criminal money has been sentenced today.
Trump, taxes and markets: Key insights for investors
President-elect Donald Trump is bringing numerous changes to wealth management with his return to the White House, from the Tax Cuts and Jobs Act to Social Security.
Enhancing Client Conversations About Charitable Giving: Sample Questions, Scripts, And Tools For Better Engagement
Charitable giving is an essential aspect of many people’s financial lives. Some give through established channels, such as by donating to charities or volunteer work, others may give informally to family members on a regular but less structured basis – and some simply aspire to “do more”. Yet, despite the important role that charitable giving […]
Reckon 2024 holiday messages
Seasons greetings! The holiday season is upon us, and the new year is fast approaching. 2024 was packed full of challenges and successes, so at Reckon, the leadership team wanted to share with you our holiday messages: Sam Allert, Chief Executive Officer 2024 has been another year full of challenges and victories. A major milestone […]