Financial planning news from around the web: April 30 - May 4, 2018

Written on May 02, 2018

In case you missed them, here are some recent interesting financial planning news items from around the web.

Wirehouses best positioned to benefit from artificial intelligence
Wirehouses are positioned to save big money with artificial intelligence technology - at the expense of smaller advisory firms.

7 ways to cope with inflation in retirement
Inflation has been low for a number of years, but it's possible we've been lulled into complacency. Inflation can have a big impact on retirees, who often live on a fixed income. Here are seven ways to protect against a rising tide of inflation.

Fiduciary watchers say problems with SEC advice rule portend long slog
An investment advice reform proposal released by the SEC has shortcomings that will result in a long slog to final regulations - or perhaps a journey that stops short of that destination, a leading fiduciary advocate said.

Why CPAs should consider financial planning
Most affluent Americans (78%) say they’re likely to use their tax returns to help their financial planning, according to a recent survey for the AICPA. Naturally, CPAs are well-positioned to help clients with this.

Tech Corner - The best ways to automatically back up the photos on your smartphone
The best camera is the one you have with you, and most of the time that’s going to be your smartphone. You probably capture lots of important moments with your phone, so you also need to make sure you’re keeping those moments backed up.

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