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Weekend Reading For Financial Planners (June 28–29)

Nerd's Eye View

Which could ultimately lead to a virtuous cycle of attracting more new clients as well as talented advisors who seek to work at growing firms.

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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?).

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22 Top Financial Advisor Podcasts To Listen To In 2025

Nerd's Eye View

There is no shortage of written content available for financial advisors to enhance their technical skills, grow in their careers, and run more successful planning practices, from books to research studies to long-form written content. Further, because choosing 'top' podcasts is inherently subjective (e.g., Read More.

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Weekend Reading For Financial Planners (April 19–20)

Nerd's Eye View

Which, according to Kitces Research on Advisor Productivity, can lead to higher productivity for advisor teams (but can require an investment in staffing and higher-end planning services to meet their complex planning needs).

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Weekend Reading For Financial Planners (June 22-23)

Nerd's Eye View

Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that affluent Americans believe they need an average of $5.5 million in assets to both retire and pass on a legacy interest (though many have yet to establish an estate plan), according to a recent survey.

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Weekend Reading For Financial Planners (December 2-3)

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 U.S. Supreme Court heard arguments this week in the case of SEC v.

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Quinn Signals Another Wave in the Great Advisor Tech Acceleration

Wealth Management

Finally, I was excited to interview Royi Markowitz and Jonathan Dane, the CEO and chief financial planner, respectively of the AI-powered and AI-driven financial planning startup Quinn , which came out of stealth this week and announced an $11 million seed round of funding, led by the Israeli venture capital firm Viola Fintech. “We