Benefit from the present installment of “Weekend Studying For Monetary Planners” – this week’s version kicks off with the information of a latest survey indicating that whereas general consumer satisfaction with their monetary advisors stays excessive at 95%, potential threats to consumer retention lurk beneath the floor, notably amongst shoppers who expertise a significant windfall … Read more
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Benefit from the present installment of “Weekend Studying For Monetary Planners” – this week’s version kicks off with the information that the SEC this week fined 4 RIAs for violations of its advertising and marketing rule associated to their claims that they provided ‘conflict-free’ monetary recommendation. Which implies that whereas many fee-only RIAs use the … Read more
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What caught my eye this week. I learn an attention-grabbing article this week a couple of former US politician who now lives in France. The gist is that having failed to rework US society to his extra liberal tastes – we’d say socialist within the UK – the previous Democrat Jim McDermott selected to maneuver … Read more
