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

Wealth Management

Number 8860726. With more than 25 years of industry experience, he has set the strategic vision for the firm, which encompasses AssetMark’s platform of curated investments, technology solutions, business consulting, operations support, and acquisitions that serve the best interests of financial advisors and their investors.

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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. A growing number of FinTech companies – like Holistiplan, Income Lab, fpPathfinder, and Clearnomics – offer ready-made illustrations to help make advice more understandable for clients.

Clients 130
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The Digitally Borderless Society Is Coming—And Faster Than We Think

Wealth Management

Number 8860726. This content is intended for informational purposes only and does not constitute legal, investment, or financial advice. Registered in England & Wales with number 01835199, registered office 5 Howick Place, London, SW1P 1WG. Informa PLC's registered office is 5 Howick Place, London SW1P 1WG.

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10 Biggest Ideas in “How NOT to Invest”

The Big Picture

The challenge in writing How NOT to Invest was organizing a large number of ideas, many of which were only loosely connected, into something coherent, understandable, and, most importantly, readable. Media Madness : Do we really need 24/7 financial advice for our investments we wont draw on for decades? Bad Numbers : 4.

Investing 314
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Rebuilding The Kitces Members Section And The State Of The (Nerd’s Eye View) Blog

Nerd's Eye View

With another strong year in the markets, most advisory firms are near or at record highs for their revenue, their numbers of clients, and the headcounts of their teams. Which is surprising to some, given that a decade ago, the emergence of so-called "robo-advisors" was supposed to displace human financial advisors and compress advisory fees.

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Elevate Your Game: New Financial Advisor Prospecting Methods

Midstream Marketing

This helps potential clients find you when they look for financial advice online. You might want to create blog posts, articles, or videos about current financial trends. These can also answer common questions about financial planning. This keeps your audience informed about financial planning.

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Three Things: Are You Rich?

Discipline Funds

And here’s where I am both sympathetic but also the angry financial dad for the USA. The basic financial planning rule of thumb is that we should save 20% of our gross income. But I reverse engineered the numbers on this article. Tax deferred plans (IRA and 401K): $1,021,147. That’s way too low.