Close Menu
  • News
  • Stocks
  • Bonds
  • Commodities
  • Collectables
    • Art
    • Classic Cars
    • Whiskey
    • Wine
  • Trading
  • Alternative Investment
  • Markets
  • More
    • Economy
    • Money
    • Business
    • Personal Finance
    • Investing
    • Financial Planning
    • ETFs
    • Equities
    • Funds

Subscribe to Updates

Get the latest markets and assets news and updates directly to your inbox.

Trending Now

McDonald’s to give away free food and $1 million with its Monopoly game — and analysts say it could lift sales

October 11, 2025

If New York or California enter a recession, the entire U.S. economy would be next. So how are they doing?

October 11, 2025

Some of the largest exchanges and financial institutions are embracing betting platforms and crypto. Is it just for the fees?

October 11, 2025
Facebook X (Twitter) Instagram
Facebook X (Twitter) Instagram
The Asset ObserverThe Asset Observer
Newsletter
LIVE MARKET DATA
  • News
  • Stocks
  • Bonds
  • Commodities
  • Collectables
    • Art
    • Classic Cars
    • Whiskey
    • Wine
  • Trading
  • Alternative Investment
  • Markets
  • More
    • Economy
    • Money
    • Business
    • Personal Finance
    • Investing
    • Financial Planning
    • ETFs
    • Equities
    • Funds
The Asset ObserverThe Asset Observer
Home»Financial Planning
Financial Planning

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

News RoomBy News RoomNovember 29, 2024
Share
Facebook Twitter LinkedIn Pinterest Email

Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with the news that a recent study from Cerulli Associates shows that consumer trust in financial services companies has increased significantly over the past decade, with firms that provide a more personalized approach to providing financial advice seeing the best results. 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?).

Also in industry news this week:

While many financial advisors are paying close attention to the potential extension of sunsetting measures within the Tax Cuts and Jobs Act (TCJA) in the coming year, legislation related to retirement savings could be on Congress’ agenda as well
Fidelity is planning to change the default for its existing RIA non-retirement clients’ cash balances from money market funds to its (lower-interest-rate-paying) in-house cash management product in the latest signal that even when firms don’t pay platform fees themselves, RIA custodial services aren’t truly ‘free’

From there, we have several articles on estate planning:

A recent survey indicates that a significant number of families experience inheritance-related strain, which can be mitigated by opening up lines of communication between parents and their children
How encouraging clients to think of their qualitative legacy goals (and not just the dollars and cents of what they what to leave to heirs) can help them overcome psychological barriers to starting meaningful inheritance conversations with their children
5 ways that clients can simplify their estate to ensure that their goals are met and that they don’t create additional stress for their survivors

We also have a number of articles on retirement planning:

Why alignment between one’s sense of self and the lifestyle structure they operate in is a driving factor in whether an individual will thrive in retirement
Why creating structure around how one will spend their time in retirement (whether through work, hobbies, and/or social activities) can ultimately lead to greater retirement satisfaction
The different ways clients can implement a ‘phased retirement’ beyond working fewer hours, from creating a “stop doing list” to establishing greater workplace flexibility

We wrap up with 3 final articles, all about planning for the holiday season:

Ideas for hosting a virtual holiday party for staff or clients, from chocolate-tasting classes to hosted virtual trivia events
How financial advisors can ensure their client holiday cards and gifts stand out from the pack
Tips for holiday-themed advisory firm social media content, including the value of video to help prospects and clients get to know firm staff better on a personal level

Enjoy the ‘light’ reading!

Read More…

Share. Facebook Twitter Pinterest LinkedIn Tumblr Email

Keep Reading

Morgan Stanley sued for over $1M in disability benefits

#FASuccess Ep 414: Narrowing Down The Focus To Byte-Sized Planning For Tech Employees To 10X To $50M AUM In Just 3 Years, With Eric Franklin

Retiring Soon: How do I Structure My $1 Million Portfolio at Age 65?

Short-term bonds on the rise as interest rates decline

Robinhood Acquires TradePMR To Refer Next-Gen HNW Clients To On-Platform RIAs (And More Of The Latest In Financial #AdvisorTech – December 2024)

10 states with the most and least competitive taxes in 2025

A comparative guide to life and living annuities

Notable 401(k) and IRA plan changes for 2025

Goldman Sachs on what 2025 might bring for markets

Recent Posts
  • McDonald’s to give away free food and $1 million with its Monopoly game — and analysts say it could lift sales
  • If New York or California enter a recession, the entire U.S. economy would be next. So how are they doing?
  • Some of the largest exchanges and financial institutions are embracing betting platforms and crypto. Is it just for the fees?
  • Upsilon Is the Latest Gallery to Try the Fast-Growing Milan Market
  • Patrick Eugène Collaborates with Dior for 10th Edition of Lady Dior Art Project

Subscribe to Newsletter

Get the latest markets and assets news and updates directly to your inbox.

Editors Picks

If New York or California enter a recession, the entire U.S. economy would be next. So how are they doing?

October 11, 2025

Some of the largest exchanges and financial institutions are embracing betting platforms and crypto. Is it just for the fees?

October 11, 2025

Upsilon Is the Latest Gallery to Try the Fast-Growing Milan Market

October 11, 2025

Patrick Eugène Collaborates with Dior for 10th Edition of Lady Dior Art Project

October 11, 2025

Instagram Launches ‘Rings’ Awards for Creators—With KAWS as a Judge

October 11, 2025
Facebook X (Twitter) Instagram
© 2025 The Asset Observer. All Rights Reserved.
  • Privacy Policy
  • Terms
  • Press Release
  • Advertise
  • Contact

Type above and press Enter to search. Press Esc to cancel.