Archives May 2021

Strength in numbers: FPA’s national roadshows support members with advocacy and new risk advice guidance

The Financial Planning Association of Australia (FPA) has almost rounded off its national roadshows, actively supporting the profession to manage evolving legislation including the launch of new guidance on providing best practice risk advice.
Over 2000 members have registered to attend the roadshows held across regional towns and capital cities throughout April and May to …

Best Crowdfunding Platforms of 2021

Thanks to technology and the internet, there are a plethora of crowdfunding platforms that work as an intermediary to streamline the process. This is part of the reason recent research shows crowdfunding in general is expected to increase at a compound annual growth rate (CAGR) of 16% from 2021 to 2026.

Generally speaking, crowdfunding takes …

How to Invest in Esports

Although Esports has been around for years, it’s only recently that people have been interested in investing in esports. If you’d like to capitalize on the increase in esports, we have two good ways for you to do it. But first, let’s back up and look at what esports actually are.  

Why invest in Esports?

Announcing The New Kitces CFP Certification Scholarship List

As huge swaths of the financial planning industry have shifted from focusing on commission-based sales to providing client-centric comprehensive planning as true financial ‘advicers’, proving one’s chops to break into the financial planning industry has only become more difficult. CFP certification, which was once considered the industry ‘gold standard,’ has now become a base-level requirement …

Weekend Reading for Financial Planners (May 22-23)

Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with the news that ‘upstart’ RIA custodian Altruist has raised a huge $50M of fresh investment capital to fuel its ongoing growth, even as questions arise as to how quickly the platform is actually growing and whether Altruist is …

Reducing Retirement “Outrage” Risk With Adjustment-Based Planning And Communication

Financial advisors often seek to help clients understand the range of outcomes they might experience when following a given financial plan, and frequently rely on statistical probability outcomes derived from Monte Carlo simulations to report on what outcomes the future may hold. In turn, some researchers and practitioners have suggested extending the analysis even further, …