Financial advisory firm owners face a variety of demands on their time, from working directly with clients, to growing their business, and achieving goals outside of work as well. Trying to address all of these demands can lead owners to feel like they don’t have enough time, their days don’t go as planned, and they …
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 …
Presenting a financial plan to a new client offers an opportunity for advisors to answer questions and problem-solve… and to build trust between an advisor and their new client. Clients rely on advisors to create plans that provide a clear path towards their financial goals. However, at the same time, advisors know that even the …
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 …
Trusts have been used in estate planning for decades as a way for individuals to ensure that their assets are distributed according to their wishes after death. Not only do trusts give owners more flexibility to specify how their assets are distributed upon their death (relative to a simple Will, for example), but strategies using …
Welcome back to the 249h episode of the Financial Advisor Success Podcast!
My guest on today’s podcast is Drew Waldron. Drew is the co-founder of Canvas Wealth Advisors, an RIA in Overland Park, KS that manages about $455 million for 150 client households.
What’s unique about Drew, though, is the way he and his …
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 …
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 …