Capgemini, a global leader in consulting, digital transformation, technology and engineering services, published its annual World Wealth Report 2020, and there are some key takeaways for financial advisors and planners. The biggest takeaway? High Net Worth Individuals (HNWI) wealth and …
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Financial planners make market predictions constantly; it’s the core element of the job. But the prediction business got a whole lot harder starting in early 2020, and planners and clients have been put through the wringer with the stock market. …
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People at all levels of the financial services industry have had a front-row seat to the harm COVID-19 has wreaked on the economy. First-quarter 2020 GDP dropped by nearly 5 percent; 17 million jobless claims were filed – and that’s …
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Lessons to Learn and Unlearn from the Great Recession On top of all the same fears everyone else had as the novel coronavirus circled the globe, your phone was ringing off the hook and your inbox overflowed with other people’s …
posted in ArticlesWhile no one can predict the future, Accounting Today’s senior tax editor Roger Russell covered the 2017 Outlook produced by Bloomberg BNA’s Daily Tax Report. George Farrah of Bloomberg BNA stated that “2017 will be a milestone year for tax …
Are your pockets feeling a little lighter in the new year after the holiday spending spree? With subdued new year celebrations following close on the heels of Thanksgiving and Christmas, most of us are starting out the new year with …
posted in ArticlesWhile every professional welcomes client referrals, a study by Charles Schwab found that getting them can have a sizable influence on the growth of your business. Referrals can provide 60% of a firm’s new business. Charles Paikert, one of Financial …
posted in ArticlesFinancial planners can themselves be a valuable asset to the self-employed. This means you can help your clients from the ground up. One of the first things to determine is whether the new business should become a sole proprietor or …
posted in ArticlesNot surprisingly, most Americans need or want professional guidance when it comes to long-term financial goals. Yet, most adults and couples never get the professional help they need because they assume that hiring a financial planner is a luxury reserved …
Looking to gain a competitive edge in the financial planning profession? Attending professional development conferences is a great way for financial planners to convene with industry leaders and respected colleagues from all over the world in order to learn, network, …