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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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Lessons from a Garage Fire: Reviewing Your Insurance Coverage

MainStreet Financial Planning

I want to share some key lessons learned to help you review your own insurance coverage and emergency preparedness. Key Takeaways & Insurance Considerations Ensure Your Home Can Alert You in an Emergency Many neighbors close to the fire didnt wake up when we knocked on their doors.

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Weekend Reading For Financial Planners (March 30-31)

Nerd's Eye View

Also in industry news this week: With the new “T+1” rules for trade settlements will go into effect in late May, the SEC has issued a risk alert for broker-dealers and RIAs outlining the requirements they face and areas of focus for the regulator during upcoming examinations A recent survey suggests that while client satisfaction with their (..)

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Cyber Threats To Client Wealth And Well-Being: Why And How Wealth Managers Will Soon Play A Key Role In Managing These Risks

Nerd's Eye View

For instance, ensuring clients maintain the proper insurance coverage based on their needs is an important part of the financial planning process. In this article, guest authors Mark Hurley, Carmin Cicalese, Bryce Washum, and Douglas Garbutt discuss how financial advisory clients face a range of cyber risks, including cybertheft (i.e.,

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What High-Net-Worth Prospects (Really) Want From A Financial Advisor

Nerd's Eye View

In this 'hybrid' video-based article, Michael Kitces and John Bowen, CEO and founder of CEG Worldwide and CEG Insights (formerly Spectrem Group), dive into CEG's extensive data on the "gap" between the services that financial advisors actually offer to their clients and what HNW clients truly want from their advisors.

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3 Smart Summer Moves to Keep Your Financial Plan (and Retirement Goals) on Track

MainStreet Financial Planning

For more ideas, read our article on Joyful Holiday Spending. Make sure your beneficiary designations are current, check your insurance coverage, pull your credit report, and revisit estate planning documents. Take a few minutes to map out expected costs and start setting aside a small amount weekly.

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Best Business Credit Cards with Exclusive Lounge Access – Which One Do You Have?

Trade Brains

This article will provide insights into business credit cards, which provide lounge access. Because of this, the airport lounge is not just a luxury; it has become a non-negotiable tool for business owners, startup founders. This is where issuers of business credit cards gain a strategic advantage.