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Fiduciary Links: Most financial planning clients wish they'd had a plan sooner

Posted by Kathy Stewart on June 10, 2013 in Fiduciary Links

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>>>When it comes to setting long-term goals and developing and monitoring an appropriate strategy for attaining those goals, there’s no better time than the present to get started. At least, that’s the message to take from a recent survey from deVere Group that found the greatest financial regret of their clients with at least $1 million in investable assets is “not having put in place a regularly reviewed personal financial plan earlier in life.”

How to educate clients early that they too may end up with the same regret is a continual challenge that advisors of the next generation of wealthy investors may want to explore when reviewing the importance of a establishing a process for monitoring their success.

>>>A reminder that we will be holding our next quarterly webinar this Wednesday, June 12 from 4-5 p.m. ET. The subject will be “Rethinking TDFs as QDIAs,” which is based on the article of the same name that won our annual article competition. The article’s author, Jacob Adamczyk, along with his colleague at Aurum Advisory Services, Mike McKeown, will be presenting to make the case for why TDFs have proven to be a risky choice for 401(k) plans as a default option for participants and why a managed solution makes more sense.

The session is good for AIF and AIFA CE (the application for CFP credit is currently pending). You can learn more or register on our website

Now on to the rest of the best links from last week:


News and columns from the leading trade, consumer, and mainstream media:

From the organizations/associations/government/academia: 

From the blogs:

Articles your clients are reading (or should be):

Have a link we missed? Leave them in the comments section or email us at blog@fi360.com. For more of the best links during the week, make sure you follow us on Twitter.  

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