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Top Insights Driving Financial Planning Strategies in 2025

WiserAdvisor

Apart from new laws and changes in regulations, it is also important to pay attention to emerging investment trendsevery year. The financial planning industry is constantly undergoing change. For example, a clients investment choices should align closely with their tax strategy, too. These decisions are deeply interconnected.

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AI Is Coming For Our Jobs

Random Roger's Retirement Planning

The first profile was a guy who was head of retirement research at Bank of America. Since getting let go from the bank, he has cobbled together an income that was about half of what he'd been making at the bank. The head of retirement research at a huge bank didn't know this? They spend $240,000/yr and have $5 million.

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Sunday links: never ending uncertainty

Abnormal Returns

sportico.com) When the head of an investment bank goes full MAGA, the case of Howard Lutnick. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? (barrons.com) Why firms like Citadel Securities and Jane Street are lightly regulated. Then check out our weekly e-mail newsletter.

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Thursday links: the worst investment strategy

Abnormal Returns

(awealthofcommonsense.com) Cash was never meant to be a long-term investment. on.ft.com) Joe Weisenthal and Tracy Alloway talk with Huw van Steenis, vice-chair at Oliver Wyman, about the relationship between banks and private credit. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking?

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Tuesday links: investing humility

Abnormal Returns

(bloomberg.com) Susquehanna Advisors Group and Citadel Securities have reported stakes in crypto-friendly bank Silvergate Capital ($SI). wired.com) Spotify Spotify ($SPOT) invested big in podcasting and is struggling to make it all work. variety.com) Hedge funds Successfully investing in hedge funds requires getting four things right.

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Wednesday links: the hardest day to invest

Abnormal Returns

Markets Bank stocks used to be boring to trade. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? Not any more. wsj.com) Companies have not not shy about buying back stock YTD. wsj.com) Apple Apple ($AAPL) is going to work more closely with Broadcom ($BRCM) on 5G chips.

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Sunday links: asymmetric returns

Abnormal Returns

awealthofcommonsense.com) Successful investing requires getting your time horizon correct. nytimes.com) Policy There are no neobanks without banks. abnormalreturns.com) Are you a financial adviser looking for some out-of-the-box thinking? Strategy Mean reversion happens in the stock market. Good luck trying to time it.

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