ToolboxVideos Financial Planning with the Fire Drill Stress Test By Brian Leitner LinkedinTwitterFacebookEmail How can you add value for that year-five client? Brian Leitner, head of Mariner Platform Solutions, has some ideas. Related Posts:Advisor in Colorado Wildfires Steps Up for ClientsHow Much Are Your Services Worth?You'll Work with Clients Who Have Cognitive DeclineEstate Planning Easier with New AI ToolsPowered by Contextual Related Posts Share LinkedinTwitterFacebookEmail Previous articleHelp Clients Address Sequence-of-Return RiskNext articleHelp Your Clients Teach Their Grandchildren About Money Latest news Industry Groups Oppose New Advisor Best Practices Rule FSI and others say Nasaa’s rule proposal is confusing and could negatively impact Main Street investors. Study Reveals Insight into Affluent American Investors’ Mindsets Key findings of the study include a noticeable decrease in financial security among affluent Americans. Did ETF Investors Profit from Hamas Attack? A U.S. professor stands by his research showing there was a spike in short selling of an Israel ETF leading up to the attacks. The Tel Aviv exchange says the research is inaccurate. Ex-Wells Fargo CEO Sues Bank For $34 Million In Withheld Pay, Stock The former CEO says the bank canceled stock awards and withheld a bonus he had earned before stepping down. Black Swan Fears Drive Caution, Plus 60/40 Three-Decade Performance VIX sees record trading as looming economic and geopolitical risks keep investors cautious about a potential return of volatility. Carson Group: Still Too Few Women in Wealth Management Its latest report confirms the industry has made little progress in gender diversity despite a lot of talk.
