Abnormal Returns
AUGUST 11, 2025
youtube.com) Brendan Frazier talks with Megan McCoy about the importance of in-between meeting communication. wsj.com) Insurance Why young Americans dread turning 26: health insurance. advisorperspectives.com) The wealthy can self-insure, but often choose not to. nytimes.com) ACA costs are going higher.
Nerd's Eye View
JUNE 18, 2025
The broader concern is that giving actionable tax advice can expose advisors to legal and financial liability, especially since RIA compliance policies and E&O insurance typically only cover investment advice. But it also demands new considerations in how those strategies are presented. Read More.
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Wealth Management
JULY 31, 2025
Wealth managers also rely on AI for know-your-customer efficiency enhancements, spending less time preparing for, and following up from, client meetings, and providing increasingly bespoke communications. Raymond James Practice Mercer Advisors Lands $1.2B
Calculated Risk
MAY 13, 2025
Indexes that increased over the month include household furnishings and operations, medical care, motor vehicle insurance, education, and personal care. The indexes for airline fares, used cars and trucks, communication, and apparel were among the major indexes that decreased in April. percent in April , following a 0.1-percent
Advisor Perspectives
MAY 28, 2025
Insurance consulting. In the race to stand out, many financial advisors have expanded their service offerings. Estate planning. Tax strategies. Succession planning. The thinking is simple: More services signal more value.
MainStreet Financial Planning
FEBRUARY 10, 2025
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.
Calculated Risk
FEBRUARY 12, 2025
Indexes that increased over the month include motor vehicle insurance, recreation, used cars and trucks, medical care, communication, and airline fares. The index for food also increased in January, rising 0.4 percent as the index for food at home rose 0.5 percent and the index for food away from home increased 0.2 percent in January.
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