Introduction Welcome to another exciting chapter in the journey of the Academy of Life Planning! We're thrilled to introduce you to our latest innovation: the MosaicCFO Hub. This service is designed to be your Financial Architect, a role that brings together a collaborative panel of experts to construct a comprehensive financial blueprint for our clients. … Continue reading MosaicCFO Hub: Your Financial Architect for a Holistic Future →

Introduction The financial planning landscape is undergoing a seismic shift. Intermediating financial planners are raising their investable asset thresholds, leaving a growing number of clients in the lurch. This change is driven by increasing regulatory costs and the need to demonstrate value-for-money under Consumer Duty assessments. But is this strategy sustainable, or is it a … Continue reading The Rising Asset Thresholds: A Wake-Up Call for Financial Planning Industry →

In the world of financial planning, there are two distinct camps: those who sleep soundly at night and those who toss and turn, haunted by future liabilities. The difference often boils down to one word: intermediation. The Self-Directing Financial Planner On one side, we have financial planners who empower their clients to self-direct their portfolios. … Continue reading The Two Sides of Financial Planning: A Tale of Sleepless Nights and Peaceful Retirements →