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| Country | United States of America |
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Recent Articles
Search ArticlesWeekend Reading For Financial Planners (October 10–11)
Executive Summary Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that Fidelity is planning to raise its minimum asset threshold for RIAs on its platform to $100 million, with affected firms having until June 30, 2027 to reach this minimum or start the process of finding a new custodial home.
7 Charts For Client Conversations In Q3 2026: Interest Rates, The Fed, AI, And More
Executive Summary The third quarter of 2026 has seen a historic climb in interest rates, a new Federal Reserve rate hike cycle, and oil prices surging back above $100 a barrel. Given this combination of developments, many investors might have assumed that equity markets would struggle heading into year-end. Yet the S&P 500 notched its 27th record high of the year amidst continued strong corporate earnings, rewarding those who have been able to look past the headlines and remain invested.
Creating Effective Discovery Meetings To Convert 100% Of (High-Value) Prospects Into Clients: #FASuccess Ep 510 With Michael Yoder
Executive Summary Welcome everyone! Welcome to the 510th episode of the Financial Advisor Success Podcast! My guest on today's podcast is Michael Yoder. Michael is the founder of Yoder Wealth Management, an RIA based in Walnut Creek, California, that oversees approximately $400 million in assets under management for 64 client households.
Claude For Financial Advisors Debuts To Tie Together The Advisor Tech Stack – But Will Tech Providers Play Along? (And More Of The Latest In Financial #AdvisorTech – October 2026)
Executive Summary Welcome to the October 2026 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors! This month's edition kicks off with the news that Anthropic has announced the launch of Claude for Financial Advisors, an industry-specific plugin for its popular AI chatbot, which connects to a number of different existing advisor...
Weekend Reading For Financial Planners (October 3–4)
Executive Summary Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that the IRS issued guidance and a revenue ruling drawing boundaries around what it perceives to be legitimate uses of the increasingly popular 351 exchange strategy.
Articulating The Evolving Value Of Financial Planning To Prospects: Kitces & Carl 200
Executive Summary Given that financial advice is usually, to say the least, not inexpensive, financial advisors often need to be prepared to explain their fee in the context of the value that is offered.
Minimizing The Impact Of The New 0.5%-Of-AGI Floor On Charitable Contributions And 2/37ths Reduction Of Itemized Deductions
Executive Summary For many years, the U.S. tax code has incentivized individuals to give to charitable causes by allowing an itemized deduction for charitable contributions.
Systematizing Your Differentiated Service As A (True) Retirement Expert While Scaling To $850M Of AUM: #FASuccess Ep 509 With Dana Anspach
Executive Summary Welcome everyone! Welcome to the 509th episode of the Financial Advisor Success Podcast! My guest on today's podcast is Dana Anspach. Dana is the founder of Sensible Money, an RIA based in Scottsdale, Arizona, that oversees $850 million in assets under management for 330 client households.
What Really Drives Client Referrals
Executive Summary Client referrals have long been a cornerstone of organic new client growth because they tap into a resource every established advisor already has: an existing client base. But before getting into specific referral strategies, there is a prerequisite to receiving any referrals at all: clients need to feel that the advisor provides enough value to be worth recommending.
Weekend Reading For Financial Planners (September 26–27)
Executive Summary Enjoy the current installment of “Weekend Reading For Financial Planners” - this week’s edition kicks off with the news that a survey indicates many financial planning clients are concerned about rising consumer costs, with healthcare expenses at the forefront.