Archives October 2021

Weekend Reading for Financial Planners (Oct 9-10)

Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with the global financial services industry buzz of the “Pandora Papers”, the latest leak of the so-called “shadow financial system” used by certain ultra-high-net-worth households (including world leaders, other politicians, celebrities, and more), highlighting the ways the system is …

How Much is Pet Insurance?

Imagine having a beloved dog or cat who becomes gravely ill only to find out the care they require will cost thousands of dollars. This scenario is heartbreaking but also incredibly common. Even worse, many pet owners don’t have the funds to foot the bill.

How much can healthcare for pets set you back? According …

The Latest In Financial #AdvisorTech (October 2021)

Welcome to the October 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 Franklin Templeton is acquiring O’Shaughnessy Asset …

Weekend Reading for Financial Planners (Oct 2-3)

Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with the news that Franklin Templeton is acquiring O’Shaughnessy Asset Management and its ‘Canvas’ direct indexing platform, as yet another traditional asset manager stakes a view that the future will increasingly be built not on mutual funds and ETFs …