Weekend Reading For Financial Planners (October 14-15)
Nerd's Eye View
OCTOBER 13, 2023
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Client Cash Management: Why It’s Important, And The Next Generation Of Technology To Make It Better
Nerd's Eye View
AUGUST 22, 2022
In general, this means that people are more likely to be more aware of how much cash they're holding than the other numbers in their financial life, like the balances on their retirement accounts (which, being less 'immediate' in their intended purpose, are not often at the forefront of most people's minds to the same extent that cash is).
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Client Cash Management: Why It’s Important, And The Next Generation Of Technology To Make It Better
Nerd's Eye View
AUGUST 22, 2022
In general, this means that people are more likely to be more aware of how much cash they're holding than the other numbers in their financial life, like the balances on their retirement accounts (which, being less 'immediate' in their intended purpose, are not often at the forefront of most people's minds to the same extent that cash is).
Investors face inflation, recession fears with confidence
Nationwide Financial
OCTOBER 10, 2022
In 2022, that number dropped 15 percentage points to 48%. That number is actually lower than last year, which may indicate that investors are getting used to living with volatile markets. That number is 17 percentage points higher than it was last year. In 2021, 63% of FPs were optimistic in their 12-month outlook.
How Financial Advisors Can Help Protect Elderly Clients From Fraud
WiserAdvisor
FEBRUARY 21, 2023
Some studies also show that by 2034, the number of older adults will outnumber children. Due to the lack of technological know-how in the older generation, many scammers use new-age methods, such as obtaining passwords, account numbers, Social Security numbers, etc., Additionally, it also helps clients manage their money better.
Looking for a conversation starter with your clients? Happy National Financial Awareness Day!
Nationwide Financial
AUGUST 14, 2022
Speaking with clients about their savings goals can be a great way to engage them in basic financial planning and help prepare them for unexpected bills. Although 53% isn’t ideal, this number shows improvement from 35% in 2009. Sticking to a budget can help your clients save a little bit each month and build up their savings.
Satisfying an Advisor’s Quest for Independence as an Employee
Diamond Consultants
JUNE 28, 2023
In fact, in our most recent Transition Report for Advisors , we determined that wirehouses, regionals, and boutiques have all added a meaningful number of talent to their firms because each offered what advisors desired to achieve their goals with greater control.
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