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Weekend Reading For Financial Planners (December 28–29)

Nerd's Eye View

Also in industry news this week: According to a recent survey, advisors are putting an increasing share of client assets into model portfolios, allowing for customization and time savings that advisors appear to be using to provide more comprehensive planning services RIA M&A deal volume saw an annual record in 2024 as a lower cost of capital, (..)

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Top Insights Driving Financial Planning Strategies in 2025

WiserAdvisor

Below are top 5 finance industry trends in 2025 to look out for: 1. Comprehensive financial planning involves budgeting, investment planning, tax optimization, debt management , insurance coverage, retirement strategy, and even estate planning.

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Kick Off the New Year with a Solid Plan

Yardley Wealth Management

Garry Esquire, CFP®, MBA Founder & CEO of Yardley Wealth Management Picture this: It’s December 31st, and you’re looking back at 2025, celebrating not just the holidays, but your financial victories. Ready to write your 2025 financial success story? Kick Off the New Year with a Solid Plan by Michael J.

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Big Changes Coming to SBI Credit Cards from July 15 – Here’s What You Must Know!

Trade Brains

SBI Card, among the largest credit card issuers in India, is making a number of significant changes effective July 15, 2025. These changes will affect insurance benefits (or lack thereof), calculated billing and the method by which you reverse your credit card dues. This will no longer be available.

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Beyond Salary: Understanding Your Total Compensation

Yardley Wealth Management

CareerInsiders.org, April 2025 [link] 2. Indeed.com, February 20, 2025 [link] 3. Indeed.com, March 3, 2025 [link] The post Beyond Salary: Understanding Your Total Compensation appeared first on Yardley Wealth Management, LLC. Sources: 1. Empower.com, March 12, 2024 [link] 4. Pave.com, November 18, 2024 [link] 5.

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Want to Save Big While Studying Abroad? Get One of These Forex Cards!

Trade Brains

Most Indian banks and financial institutions offer them with additional benefits like insurance, emergency cash and free replacement if lost. Best Forex Cards in 2025 1. Some cards are multi-currency (supporting multiple foreign currencies on one card), while others are single-currency.

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India’s Most Preferred Credit Cards of 2025 – Is Yours on the List?

Trade Brains

Complimentary international lounge access and travel vouchers ~ ₹20,000/year Premium concierge and insurance coverage. Written by Adithya Menon The post India’s Most Preferred Credit Cards of 2025 – Is Yours on the List? For world travellers: Airlines & hotel-centric rewards. Everyday savings- Axis Ace or HSBC Live+.