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Weekend Reading For Financial Planners (May 3–4)

Nerd's Eye View

a ski chalet), assessing whether it will lead to greater overall wellbeing, or, alternatively, more stress, is more challenging Enjoy the 'light' reading! a ski chalet), assessing whether it will lead to greater overall wellbeing, or, alternatively, more stress, is more challenging Enjoy the 'light' reading!

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Celebrating 20 Years with Allison: A Legacy of Leadership, Empathy, and Empowerment 

Financial Symmetry

Today, she is known not only for her technical expertise but also for her remarkable ability to listen deeply, celebrate milestones, and understand the human side of financial decision-making. Rooted in Family, Faith, and Fun Outside of work, Allison finds joy in the everyday rhythms of family life.

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Weekend Reading For Financial Planners (Aug 6-7)

Nerd's Eye View

Enjoy the current installment of “Weekend Reading For Financial Planners” - this week’s edition kicks off with the news that the SEC has issued a new bulletin clarifying the responsibilities of brokers under Regulation Best Interest (Reg BI). Enjoy the ‘light’ reading! Read More.

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Weekend Reading For Financial Planners (November 4-5)

Nerd's Eye View

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that the Department of Labor this week released its long-awaited "retirement security rule", its latest effort to curb conflicts of interest around retirement savings recommendations.

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Weekend Reading For Financial Planners (Sept 3-4)

Nerd's Eye View

We also have a number of articles on retirement planning: New research suggests that while the average senior will amass hundreds of thousands of dollars in health care expenses in retirement, the net cost they have to pay is not nearly as high.

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Weekend Reading For Financial Planners (January 20-21)

Nerd's Eye View

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that a recent study has found that while total financial advisor headcount across all channels only increased by 0.3% in 2023, the RIA space showed significantly more strength, with 10.4%

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Weekend Reading For Financial Planners (Dec 3-4)

Nerd's Eye View

Enjoy the current installment of “Weekend Reading For Financial Planners” - this week’s edition kicks off with a research study suggesting that the market volatility experienced in 2022 could increase demand for financial planning services.