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Quinn Signals Another Wave in the Great Advisor Tech Acceleration

Wealth Management

Podcasts & Videos CE Webinars Research Newsletters Subscribe Subscribe News Related Topics RIA IBD Wirehouse RPA Insights & Analysis Regulation & Compliance Career Moves Recent in News See all Marc Schechter RIA Q&A: What Was Behind Schechter’s Decision to Sell to Arax? “We Registered in England and Wales. Number 8860726.

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Why Gen 2 Advisors Are a Flight Risk

Wealth Management

Podcasts & Videos CE Webinars Research Newsletters Subscribe Subscribe News Related Topics RIA IBD Wirehouse RPA Insights & Analysis Regulation & Compliance Career Moves Recent in News See all Resonant Capital Advisors CEO and President Benjamin Dickey RIA $2.2B Registered in England and Wales. Number 8860726.

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First Look At The New Kitces Members Section And The State Of The (Nerd’s Eye View) Blog

Nerd's Eye View

Which will now allow advicers to complete their full IAR CE obligation from our two CE Intensives, for those who would rather get their content through a live event than consume it incrementally through blog articles and webinars throughout the year. In the meantime, our own Team of Nerds continues to expand.

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Rebuilding The Kitces Members Section And The State Of The (Nerd’s Eye View) Blog

Nerd's Eye View

And we continue to expand the types of CE we provide as well, including the ability for Canadian CFP certificants to earn CE credit from Kitces (effective immediately for 2025!), and we're aiming to offer CE for Accredited Investment Fiduciary (AIF) designees by the second half of the year!

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Chalk Talk: Passing on Your Legacy: Planning for Smooth Asset Transfer

MainStreet Financial Planning

Passing on Your Legacy: Planning for Smooth Asset Transfer Hosted by: Vida Jatuils , CFP® & Anna Sergunina , CFP® Guest: Barry W. Join Anna Sergunina, CFP® and Vida Jaulis, CFP®, and guest estate planning expert Barry W. Finkelstein Are you prepared for how your assets will pass to your loved ones?

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From Policy to Portfolio: The Economic Impact of Tariffs

Bell Investment Advisors

From Policy to Portfolio: The Economic Impact of Tariffs On Thursday, June 26 th at 12pm Pacific Time, Financial Advisor Laurent Harrison, CFP® joined Bell Portfolio Manager Ryan Kelley, CFA® for a 45-minute webinar that covered the following topics: Financial Market Returns The U.S. Welcome to today’s webinar.

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Market Update – February 2025

Tobias Financial

Stay up to date with market insights from our Portfolio Manager, Charles Chad NeSmith, CFA, CFP. In this update, Chad discusses inflationary and deflationary pressures, as well as the potential economic impact of tariffs. He also explores the factors that could influence or offset these effects.