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The Latest In Financial #AdvisorTech (June 2023)

Nerd's Eye View

Welcome to the June 2023 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors!

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10 Friday AM Reads

The Big Picture

Parents are baffled as their kids delay or forgo a driver’s license ( Washington Post ) see also Children of the Ice Age : With the help of new archaeological approaches, our picture of young lives in the Palaeolithic is now marvellously vivid. Washington Post ) • Why aren’t teenagers driving anymore? Toto Wolff Has a Plan to Bring it Back.

Medical 289
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Announcing Expanded IAR CE And Price Updates And The State Of The (Nerd’s Eye View) Blog

Nerd's Eye View

Combined with the continued availability of CE credit for CFP certification, CPA and EA licenses, and various Investment & Wealth Institute (IWI) and American College designations, Kitces Premier Members have a wide variety of opportunities to fulfill their CE requirements. Read More.

Education 246
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Announcing IAR Ethics CE Day And The State Of The (Nerd’s Eye View) Blog

Nerd's Eye View

Accordingly, in 2020 the North American Securities Administrators Association (NASAA) introduced a Model Rule for the first-ever CE obligation for Investment Adviser Representatives (IARs) to maintain their Series 65 license after initially obtaining it. I hope you'll continue the journey along with us in 2023 and beyond! Read More.

Ethics 245
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Sunday links: too many theories

Abnormal Returns

npr.org) Occupational licensing is out of control. abnormalreturns.com) The 2023 Credit Suisse Global Investment Returns Yearbook is here! (bloomberg.com) Data from the U.S. Sentencing Commission show judges rejected more than 80% of compassionate release requests filed from October 2019 through September 2022.

Ethics 243
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10 Monday AM Reads

The Big Picture

Quanta Magazine ) • Why More Americans Are Using Fake License Plates and Getting Away : With It The old system of traffic control is breaking down. Bloomberg ) • The Computer Scientist Peering Inside AI’s Black Boxes : Cynthia Rudin wants machine learning models, responsible for increasingly important decisions, to show their work.

Math 288
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10 Wednesday AM Reads

The Big Picture

Fowler and Clymer (dubbed the “ High Priest of Horology “) discuss all things wristwatches and timepieces, including their experiences at the 2023 Watches & Wonders , why the marketplace has exploded over the past few years, and what are their favorite grail watches. In the first of three special articles we explain how they work.

License 274