Headlines you need to know this week — May 23, 2017
Advisors organizing family meetings to talk wealth transferMany financial advisors are introducing new programs and ideas to talk to their clients, as well as their families, about wealth transfer, CNBC reports. With more than $30 trillion expected to move from boomers to the next generation in the coming decades, heirs will likely need guidance. Some are organizing meetings with multiple generations. Younger advisors are also playing a role in this business building effort.
CFA candidates will need fintech knowledgeBeginning in 2019, new questions about financial technology will be added to the exam for a chartered financial analyst (CFA). The CFA Institute is responding to changes in the banking industry. The content will test students’ expertise in such areas as artificial intelligence, robo-advice, and big data, according to a report in finews.com.
For account access, security may be at your fingertipsFor a growing number of financial advisors, password-protected accounts for clients are no longer the norm. According to TheStreet.com, many advisors are turning to biometric identification tools – such as fingerprint, facial or voice recognition – to secure client accounts.
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Federal tax reform proposals could mean billions in tax relief. Here are key ideas to monitor in D.C.… https://t.co/geiGOhXWR1
Parents know: College is expensive. But the long-term benefits of higher ed cannot be overlooked. https://t.co/xZ5pD4Davs
#FundVisualizer takes home the #AppyAward for best business app. Congrats to the team: https://t.co/BEmQaSy29S |… https://t.co/a4dcPpqcEr
Study concludes a college education offers many benefits. https://t.co/TbG6KVPHeE
Congrats to our team on winning #AppyAward for best business app! #FundVisualizer exclusively for advisors:… https://t.co/JDiqdNGkgY
Rob Brookby, Putnam portfolio manager, says keep an eye on business confidence and investment in the search for the… https://t.co/livlt44JP2
Going to the game tonight? Wave your rally towel in support of the #Celtics. #ItsNotLuck #ProudPartner https://t.co/WjMr5edeYD
Jason Vaillancourt of Putnam’s GAA team explains how diminished risk of deflation worldwide has affected stock and… https://t.co/mBZz04NgN1
Many people don’t like to talk about money with family. Here are two ideas to start when an estate plan is needed. https://t.co/ioj0UYadms
Advisors: Potential clients are not looking for you in the Yellow Pages anymore! Become more visible online:… https://t.co/qJizXp2KUp
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