Wealth Management

JULY 15, 2025

According to the suit filed this week, Calcote joined JPMorgan in 2016 and became a private client advisor the following year. The bank claimed Calcote operated out of a Las Vegas-based branch, assisting and beginning relationships with bank customers (and was not expected to build her own book of business).

Clients

Wealth Management

JULY 18, 2025

QBCo, founded in 2016 by Tony Berndt, Kathy Rotta and John Himmelspach, specializes in tax compliance, succession planning and private business valuations. Concept of digital social marketing. Resonant Capital Merges with Tax, Accounting Firm QBCo $2.2B In that time, it has grown to 22 employees, 539 clients and $2.2

Accounting

Wealth Management

JULY 30, 2025

401(k) Real Talk Episode 161: July 30, 2025 401(k) Real Talk Episode 161: July 30, 2025 Open and honest conversation about IRA rollovers, the explosion in 401(k) plan formation, the possibility of private equity in DC plans and more. Concept of digital social marketing.

Estate Planning

Wealth Management

JUNE 9, 2025

He helped create the National Association of Plan Advisors as a member of the founding Leadership Board, Chair of the Membership Committee and was founding Editor-in-Chief for NAPA-Net which he led until 2016.

Wealth Management

Wealth Management

JULY 23, 2025

He helped create the National Association of Plan Advisors as a member of the founding Leadership Board, Chair of the Membership Committee and was founding Editor-in-Chief for NAPA-Net which he led until 2016. Concept of digital social marketing.

Estate Planning

Wealth Management

JULY 18, 2025

The caregiver support ratio, which compares working-age adults to seniors, has fallen from 31:1 in 2016 to an estimated 12:1 by 2060. Concept of digital social marketing. LTSS, including home care, assisted living and nursing homes, are being reshaped by ownership transitions and labor constraints.

Estate Planning

Nerd's Eye View

JULY 10, 2023

But as market trends changed (with the performance of this asset class falling behind large-cap stocks during the 2010s) and clients entered retirement (often consolidating their investment management with 1 advisor), Eliot Rose started losing clients, eventually becoming unprofitable in 2016, the year Jason became president of the firm.

Financial Planning

Nerd's Eye View

DECEMBER 26, 2022

Accordingly, just as I did last year, and in 2020, 2019, 2018, 2017, 2016, 2015, and 2014, I've compiled for you this Highlights List of our top 20 articles in 2022 that you might have missed , along with a few of our most popular episodes of ‘Kitces & Carl’ and the ‘Financial Advisor Success’ podcasts.

Financial Advisor

Nerd's Eye View

MAY 15, 2024

Specifically, the DoL's new Retirement Security Rule defines an "investment advice fiduciary" as anyone who makes an investment recommendation to a retirement investor which is provided for a fee or other compensation (e.g.,

Retirement

Nerd's Eye View

OCTOBER 4, 2022

We also talk about how Ramit’s interactions with people on his platform and on his social media channels has led him to increasingly focus not just on personal finance but how psychology plays a major role in the way people prioritize their finances and sometimes create unrealistic or unhealthy relationships with their money, why Ramit supports (..)

Clients

Trade Brains

SEPTEMBER 21, 2024

Reliance Infrastructure Limited’s borrowing has continuously decreased since 2016. Future Plans of Reliance Infrastructure Reliance Infrastructure aims to enhance Mumbai’s public transport through its Mumbai Metro One (MMOPL) business by integrating with new metro lines like Line 2A and 7.

Transportation

Good Financial Cents

DECEMBER 22, 2022

2016: 9.54%. Invest in a Small Business. Investing in small businesses can be a great way to diversify beyond the stock market. You’ll need a few good ideas to develop a business plan that could work. You could start a home-based business or consider investing in a franchise. 2020: 16.26%.

Investments

Steve Sanduski

DECEMBER 31, 2023

In today’s post, I discuss how well I executed on my 3 words from 2023 and then reveal my 3 words for 2024. Past 3 Words Here are my 3 words and their associated blog posts from previous years.

Planning

Steve Sanduski

DECEMBER 31, 2022

2016: Launch, Leverage, Connect. In today’s post, I reveal my 3 words for 2023 and discuss how well I executed on the filters exercise from 2022. Past 3 Words. Here are my 3 words and their associated blog posts from previous years. 2015: Implement, Energy, Relationships. 2017: Discipline, Deliver, Score. 2019: Practice, Voice, Test.

Planning

The Big Picture

MAY 30, 2023

And so these were two stories, maybe three, before I’m 9-years-old of bad economics, bad culture, and a bad business plan. By the way, there’s a difference between an entrepreneur and a businessman or a business woman. Different risk tolerance and different business plan. They have a dumb business plan.

Banking

Steve Sanduski

AUGUST 8, 2023

Taylor’s 2016 book “Confidence Games: Money and Markets in a World without Redemption,” he presents an in-depth analysis of the interconnectedness of money, markets, and faith. But by doing your inner work on your relationship with money, you can be a guiding light on your client’s journey.

Numbers

The Big Picture

MAY 16, 2023

And I’m like, dad, I found I need 25 grand to get going and my dad said send me a business plan. I went to business school RITHOLTZ: He just wanted you to go through the exercise. LINDZON: No, so obviously, I did the business plan, I’m kidding. I’m like, dude I’m your son. RITHOLTZ: Yes.

Media