Amid uncertainty, financial planning clients stick with long-term plans
The majority of CPA financial planners’ clients remained confident in their financial plans despite the economic and market uncertainty.
Recent
DOL proposes new fiduciary rule exemption
The proposal would allow retirement plan advisors to be compensated via currently prohibited types of commissions.
Toughen up your ‘soft skills’
Some 97 per cent of financial planners think interpersonal skills are essential or important.
The Financial Services Industry Has A Diversity Problem, So Anna N’Jie-Konte Started Her Own Firm
There’s a “gaping hole” when it comes to financial advisor diversity and the culture needs a complete “overhaul.”
Wealth Management Needs To Reevaluate How To Better Serve Its Clients In Wake Of COVID-19 Crisis
The wealth management industry is going to have to reevaluate their business models and offerings to better serve their clients.
Is The Schwab-TD Ameritrade Merger Good For RIAs?
How will the new industry behemoth impact advisors and other firms over the coming months, years, and decades?
PPP Loan Blowback Bares 3 Hard Industry Truths
Shake Shack shaming advisors who take coronavirus money is almost as bad as total hush-hush. The real problem facing the industry is more complicated.
