Financial Advising Financial Planning Investments Wealth Management 
Abnormal Returns
SEPTEMBER 18, 2023
(standarddeviationspod.com) Michael Kitces talks with Jason Wenk, CEO of Altruist, about how he is trying to build an all-in-one investment OS. kitces.com) Brendan Frazier talks with Samantha Lamas and Danielle Labotka about why clients hire and fire their financial advisers.
Carson Wealth
JULY 12, 2022
By Craig Lemoine, Director of Consumer Investment Research . We speak a secret language in financial planning. So much of our world is filled with abbreviations surrounding insurance and investment products, processes, education and accomplishments. . Common degrees used in financial planning include: .
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Abnormal Returns
OCTOBER 3, 2022
Podcasts Michael Kitces talks with Joe Duran about building United Capital and his role at Goldman Sachs Personal Financial Management. kitces.com) Ted Seides talks with Matt Brown is the CEO of CAIS, the leading investment platform that connects independent financial advisors with managers in alternative strategies.
Abnormal Returns
DECEMBER 11, 2023
(citywire.com) Behavior Why people don't like visiting their financial planner. contessacapitaladvisors.com) The financial planning profession has recognized the importance of behavioral factors. riabiz.com) Advisers Lessons learned from two years of Kindness Financial Planning.
Abnormal Returns
JUNE 19, 2023
standarddeviationspod.com) Michael Kitces talks with Danika Waddell about the unique circumstances in building Xena Financial Planning. investmentnews.com) Practice management Why now may be a time to raise fees, especially if you have been adding services over time. kitces.com) Why diverse companies are better able to thrive.
Abnormal Returns
MARCH 27, 2023
bogleheads.podbean.com) Justin Castelli is talking with the authors of "More Than Money" including Elliott Appel of Kindness Financial Planning. allaboutyourbenjamins.com) Jack Forehand and Justin Carbonneau talk with Ehren Stanhope of O'Shaughnessy Asset Management about the ins and outs of direct indexing. (fa-mag.com)
Abnormal Returns
NOVEMBER 21, 2022
wiredplanning.com) Douglas Blake, Managing Director of Investment Services at Kingswood U.S., talks with Joshua Brown about the changing landscape for financial advisors. advisorpedia.com) Ryan Donovan and George Svagera speak with Matt Middleton, CEO at Advisor Circle, about the future of financial conferences.
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