Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with a (Twitter-based) breakdown of the final text of President Biden’s latest “Build Back Better” Act, which is perhaps more notable from a financial planning perspective for what parts of the previously proposed tax legislation it doesn’t include (forgoing …
Pet insurance is one of the fastest-growing types of insurance in America. Both the policy types and the companies that offer them have been expanding in recent years, enabling more pet owners to get comprehensive, cost-effective coverage.
Not only does pet insurance help you cover the cost of increasingly expensive medical treatment for your pet, …
Since 2007, the Public Service Loan Forgiveness (PSLF) Program has offered borrowers with Federal student loans the opportunity to have those loan balances canceled after making 120 qualifying monthly payments while working in public service. In practice, the program’s strict requirements for loan forgiveness have been confusing for borrowers and poorly administered by service providers, …
Welcome back to the 252nd episode of the Financial Advisor Success Podcast!
My guest on today’s podcast is Kyle Moore. Kyle is the founder of Quarry Hill Advisors, an RIA in St. Paul, Minnesota, that oversees $165 million of assets under management for 137 households.
What’s unique about Kyle, though, is that, while he’s …
When preparing comprehensive financial plans, financial advisors must consider their clients’ entire financial situation, which consists of a variety of distinct components, ranging from investment account balances to diverse sources of cash flow to retirement goals and more. In isolation, each separate component might give a financial advisor only a certain limited perception about their …
Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with Charles Schwab CEO Walt Bettinger’s comments at this week’s virtual Schwab IMPACT conference that direct indexing is a ‘freight train’ that is coming for the mutual fund and ETF industry and that advisors can survive and thrive by …
The cost of real estate has surged dramatically over the last decade, but especially over the last 12 months. In fact, a recent report from the National Association of Realtors showed the median existing-home sales price rose at a year-over-year pace of 17.8% from August 2020 to August 2021.
If you’ve been sitting on the …
CSLR piles more costs on the financial planning profession at a time when it can least afford it.
Sydney, 29 September 2021: The Financial Planning Association (FPA) has called on the Government to reconsider its planned Compensation Scheme of Last Resort for victims’ unpaid compensation until it fixes the problem of professional indemnity insurance in …
The FPA welcomes the passing of the Better Advice Bill in the Senate today and looks forward to the stability that will follow. After 8 years of constant regulatory change, financial planners now have the opportunity to focus on their clients and on the challenge of providing financial advice to more Australians without the distraction …
Running a solo financial advisory firm means the owner has to oversee all the tasks required to run the firm. Owners who want to keep their firm as a ‘lifestyle practice’ can consider hiring team members or using outsourced solutions to complete the tasks that the owner either dislikes or are time consuming. However, these …