Nerd's Eye View
JUNE 9, 2025
In the meantime, the buzz around AI continues to increase as well, less now about whether the tools will replace financial advisors (they don't), and more about how advisory firms can better leverage the technology to be more efficient in serving clients.
Nerd's Eye View
MAY 16, 2025
Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that Republicans in the House of Representatives this week released their long-awaited tax plan to address the impending sunset of many measures in the 2017 Tax Cuts and Jobs Act.
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Wealth Management
AUGUST 5, 2025
Related: Merchant Invests in Trust Company to Bring Those Services to RIA Network So in about 2017, 2018, we de-emphasized the direct sale of the software and instead used the software as what we are today, which is a platform that supports independent advisors. And NewSpring took it in a little bit of a different direction.
The Big Picture
JUNE 17, 2025
Like so much else involved in investing, it is simple, but hard… NOTE: I am changing the headline of the February 20, 2025 post from “ Tune out the Noise ” to “ Tune out Manage the Noise.”
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.
The Irrelevant Investor
JULY 30, 2019
For example, the Journal uncovered that more than 60 Certified Financial Planners filed for bankruptcy within the past decade. This in and of itself shouldn't necessarily disqualify somebody from giving financial advice, but at the very least, the potential client ought to know about it.
The Big Picture
DECEMBER 7, 2022
How does all of this “free financial advice” impact your collective psyche? Re-Engineer Your Media Diet (February 2, 2017). The post 24/7 Financial Advice appeared first on The Big Picture. Viewership soared… ~~~. Is it helping or hurting you? Previously : Watching From Afar (March 2, 2020). January 2008).
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