Enjoy the current installment of "weekend reading for financial planners" - highlights this week include a few blockbuster articles, from a new call to the profession to adopt a more scientific and evidence-based approach to advancing financial planning, to an incredible new research report on how to develop staff and grow a firm, to a scary warning about the current regulatory winds buffeting financial advisors. We wrap up with three striking-but-bearish articles on the mortgage markets, the stock markets, and the economic situation in Europe and here in the US. Enjoy the reading!Read More...
Enjoy the current installment of "weekend reading for financial planners" - highlights this week include an article on the new coming wave of active ETFs, a few practice management pieces, a striking article on insurance companies using social media information for claims and even underwriting, and one of the best pieces I've seen yet on what Occupy Wall Street is really all about. Happy reading!Read More...
Enjoy the current installment of "weekend reading for financial planners" - highlights this week include two new articles on safe withdrawal rate research, an investment discussion about Europe from John Hussman, a few practice management articles about business development and cultivating relationships (or not!), a controversial piece that 401(k) plans should have no more than 10(!) investment offers, and more. Happy reading!
Enjoy the current installment of "weekend reading for financial planners" - highlights this week include a number of articles on new investment vehicles coming down the pike, some interesting investment discussions from two of my favorite investment writers, John Hussman and John Mauldin, an interesting article suggesting perhaps we need to give clients MORE performance reporting information instead of less, and a white paper on implementing internships. Happy reading!Read More...
Enjoy the current installment of "weekend reading for financial planners" - highlights this week include a number of practice management articles, some interesting investment discussions from PIMCO, and the latest Michael Lewis piece from Vanity Fair about the state of municipal finance. Happy reading!Read More...
Enjoy the current installment of "weekend reading for financial planners" - highlights this week including news on the regulatory front, a number of practice management articles, a few articles about the current difficult investment environment (and whether we may be tipping, or have already tipped, into a recession) and an interesting piece about how the mere gender of the advisor can impact client responses about risk tolerance. Happy reading!Read More...
With the never-ending onslaught of information in today's world, I am often asked what I am reading, as someone who consumes perhaps an abnormally large amount of financial planning content. Accordingly, I've decided to start a new column for this blog, called "Weekend Reading" - where I'll share a few of the more interesting articles I've read in the current week. The goal is to keep it to no more than an hour's worth of reading; something you can do in a single sitting when you're taking a rest over the weekend and trying to keep up with the financial planning world. Here I offer up the first week's articles. I hope you find it helpful! Read More...
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