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How Much Does Having The ‘Right’ Capital Market Assumptions Matter In Retirement Planning?

Nerd's Eye View

Advisors want to help clients set a secure, reliable retirement plan, yet even the most comprehensive assumptions will inevitably deviate from reality at least to some degree. Ideally, retirement spending would align perfectly with a client's needs – neither too much nor too little.

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Gathering Feedback That Counts: Crafting Client Surveys To Offer Services That Matter Most

Nerd's Eye View

Financial advicers often market their comprehensive financial services as a way to differentiate themselves from other advisory firms and to stand out in the broader landscape of financial advice.

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Weekend Reading For Financial Planners (November 30–December 1)

Nerd's Eye View

Which could prove to be a boon for the financial advice industry as more consumers are willing to entrust their assets to an advisor (while at the same time possibly making it tougher for some advisors to differentiate themselves primarily by how they put their clients' interests first?).

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Weekend Reading For Financial Planners (February 8–9)

Nerd's Eye View

During his nearly two-decade tenure, Keller oversaw a near-doubling of the number of CFP professionals, the establishment of a new 501(c)(6) professional organization to promote the benefits of financial advice and planning careers, and updates to the CFP Board's investigation and disciplinary processes, among many other changes.

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Adviser links: dissolving structures

Abnormal Returns

citywire.com) Your (potential) clients are looking online for financial advice. advisorperspectives.com) Retirement planning models are just uncertainty piled on uncertainty. How to do better for clients. kitces.com) Working with UNHW clients is more complex. crr.bc.edu)

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Adviser links: objectives and aspirations

Abnormal Returns

blogs.cfainstitute.org) How life events affect retirement planning. papers.ssrn.com) Advisers There is an tension inherent in the practice of financial advice. investmentecosystem.com) Reflections on eight years of running a financial planning practice.

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Adviser links: limited progress

Abnormal Returns

riabiz.com) Why women are still struggling to make progress in the world of financial advice. flowfp.com) Small businesses overstate the costs of starting a retirement plan. (kitces.com) Thomas Kopelman and Jacob Turner talk Roth IRA conversions with Steven Jarvis. crr.bc.edu) How AI is going to help us track our lives.