LIMELIGHT

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Kristy Archuleta: “Overwhelmed and Burned Out: Working with Clients Even When You Don’t Feel Like It,” eMoney, presented Oct. 5, available on demand. Archuleta co-presented a webinar. 

Luis Rosa: “U.S. Latinos will have $113 trillion in wealth by 2050 — but there’s a generational divide in retirement planning,” Morningstar, Oct. 4. Rosa says, “[Younger generations] want more because they no longer have a connection to the country of origin. They want to have more experiences in the meantime.” 

Noah Damsky: “For investors, government shutdowns are losing their shock value,” FinancialPlanning, Oct. 2. Damsky says, “To take it seriously, we’d have to see a situation where it’s not in both parties’ best interest to reach an agreement. Neither party benefits from a shutdown. It would be egg on everyone’s face, so it makes sense that the standoff ends at the eleventh hour with maximum political posturing.” 

Philip Herzberg, Karl Schwartz: “Essential Estate Planning for Young Adults,” Journal of Financial Planning, October. Herzberg and Schwartz say, “Discuss with young adults how they desire their online life to be handled after their death. Encourage them to create instructions for loved ones to access features on their computer, email, and online accounts in their absence. For example, Google has an ‘inactive account manager’ feature, which permits individuals to name ‘trusted contacts’ with whom to share specific data available from their Google and Gmail accounts.” 

Ross Levin: “Financial Planner Accepts Industry Honor,” Rethinking65, Sept. 28. Levin says, “We’re out there trying to improve the lives of those we serve. If I made a small difference in any of your lives, you in this profession have made a much larger difference in life.”

Bridget Venus Grimes: “#FA Success Episode 352: Finding Personal Scale By Leveraging Yourself Through Outsourced Delegation, With Bridget Venus Grimes,” Nerd’s Eye View, Sept. 26. Grimes says, “I really wish too that I had learned to delegate sooner because I think it stymied the growth. So even though I’ve had really good growth, I really felt that I held too much myself, right down to the trading, which was the last thing I gave a couple of years ago away.”

Dan Moisand: “50th Anniversary Of The CFP Marks: The Journey, Current State Of CFP Board, And Growing The Financial Planning Profession,” Nerd’s Eye View, Sept. 25. Moisand says, “The move from an ‘emerging profession’ to an ‘established profession’ will continue, and I believe we will get there eventually. Proper handling of personal finances is too important for it not to happen. Financial planning education can have a very negative impact on Americans if not provided by competent and ethical financial planners. What needs to happen? Plenty, including the continued growth of an academically valid body of knowledge … but 4 things in particular stand out to me.”

Peggy Ruhlin: “5 Myths That Stop Women From Becoming Advisors,” ThinkAdvisor, Sept. 18. Ruhlin says, “People want to work with people who look like them and who are like them. And I think a lot of women, maybe, have had bad experiences with male advisors. Maybe they were talked down to. With couples, maybe the advisors talked directly to the husband and ignored the wife.”