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Weekend Reading For Financial Planners (November 30–December 1)

Nerd's Eye View

Which could prove to be a boon for the financial advice industry as more consumers are willing to entrust their assets to an advisor (while at the same time possibly making it tougher for some advisors to differentiate themselves primarily by how they put their clients' interests first?). Read More.

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The WealthStack Podcast: Unlocking Private Markets with AssetMark's Michael Kim

Wealth Management

Number 8860726. In fact, they may be the missing piece in your clients’ portfolios—and AssetMark is betting big on that future. Informa PLC's registered office is 5 Howick Place, London SW1P 1WG. Registered in England and Wales. June 27, 2025 Private markets are no longer just for the ultra-wealthy.

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Weekend Reading For Financial Planners (May 10–11)

Nerd's Eye View

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that a recent survey found that long-feared fee compression in the financial advice industry has yet to come to pass, though some advisors continue to see potential for small reductions in asset-based fees in the future.

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Weekend Reading For Financial Planners (January 4–5)

Nerd's Eye View

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with a recent survey indicating that a majority of advisors are viewing new client acquisition as their primary challenge in the current competitive environment for financial advice (followed by compliance and technology management) and suggests (..)

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Weekend Reading For Financial Planners (May 17–18)

Nerd's Eye View

Notably, though, this legislation is subject to change as it appears headed for a vote in the full House and as the Senate considers its own version of the tax legislation.

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Weekend Reading For Financial Planners (January 11–12)

Nerd's Eye View

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that the "Social Security Fairness Act" was signed into law this week, eliminating the Windfall Elimination Provision (WEP) and the Government Pension Offset (GPO) provisions, which previously reduced the Social Security benefits (..)

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Kitces & Carl Ep 165: Finding Repeatable Conversations To Explain Complex Concepts More Understandably To Clients

Nerd's Eye View

Financial planning is inherently complex, especially when it comes to data gathering, analysis, and crafting well-reasoned recommendations. But delivering those recommendations in a way that clients can understand and act on is a separate skill. One way to simplify delivery is to build meetings around a single core takeaway.

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