Archives September 2021

The Latest In Financial #AdvisorTech (September 2021)

Welcome to the September 2021 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 big news that Riskalyze has been ‘recapitalized’ with a …

Weekend Reading for Financial Planners (Sept 4-5)

Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with a review of the latest Social Security trustees report, which shows the Social Security trust fund is set to deplete one year earlier than previously projected (2033), but 4 years further out than was feared (with original estimates …

Esurance Car Insurance Review

Key takeaways:

  • Esurance was purchased by rival insurance company Allstate in 2011, yet these two companies still operate independently of one another.
  • While it has been reported that Allstate was planning to drop Esurance in 2019 and then again in 2020, this hasn’t happened yet.
  • Esurance was originally envisioned as a low-cost insurance provider that

Why Making Retirement (Or Other Financial) Decisions Based On Happiness Studies May Not Be A Good Idea

“Happiness” is highly valued in our society, and the “pursuit of Happiness” as an ideal is even embedded within the U.S. Declaration of Independence. However, “happiness” can mean different things in different contexts. In a very broad sense, the term may align with something along the lines of Aristotle’s “eudaimonia” that was meant to refer …