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| Scope | National |
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| Language | English |
| Country | United States of America |
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Recent Articles
Search ArticlesWhen Clients Won’t Sell: What Actually Helps Clients Let Go (Of The Endowment Effect)
Executive Summary As human beings, most of us have a hard time letting go, especially in cases where we have held something for a long time and formed a personal attachment to it. From the treasured (blue) coffee mug, to the t-shirt we got at that concert, to the higher-stakes situations like the family home we've lived in for years, or the company stock we've built up over decades that made it possible to retire.
Navigating Succession Planning That Doesn’t Turn Out As Expected (Even When You’re Doing Everything Right): #FASuccess Ep 501 With Rick Kahler
Executive Summary Welcome everyone! Welcome to the 501st episode of the Financial Advisor Success Podcast! My guest on today's podcast is Rick Kahler. Rick is the founder of Kahler Financial Group, an RIA based in Rapid City, South Dakota, that oversees approximately $300 million in assets under management for 130 client households.
YCharts Acquires Zephyr To Include More SMA Data In Its Analysis And Proposal Tools (And More Of The Latest In Financial #AdvisorTech – August 2026)
Executive Summary Welcome to the August 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 the all-in-one platform Advyzon has rolled out a suite of new AI features within its platform, exemplifying how AI tools for advisors are approaching mainstream adoption by being...
Weekend Reading For Financial Planners (August 1–2)
Executive Summary Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that a recent survey of wealth management firms finds that while the number of respondents who have Artificial Intelligence (AI) as a dedicated tech budget line item increased from 14% to 67% in the past year, 65% said they have no defined AI success metric.
Using Personalized Lifespan Estimation For Retirement
Executive Summary There's a long-standing aphorism amongst financial planners about the difficulty in doing retirement planning: if the client could just tell me the precise date they will die, I'd make them the perfect retirement plan.
Amplifying Business Growth By Constantly Honing Your Time Towards Its Highest-And-Best Use: #FASuccess Ep 500 With Michael Kitces
Executive Summary Welcome everyone! Welcome to the 500th episode of the Financial Advisor Success Podcast! My guest on today's milestone podcast is me, interviewed by Kitces.com Financial Planning Nerd Adam Van Deusen.
20 Lessons Learned From 500 FAS Podcast Episodes: What I Learned Building An RIA From Scratch In My 20s
Executive Summary Building an advisory firm from scratch is extremely difficult in the best of circumstances. While CFP educational programs teach the knowledge of financial planning, they don't teach the practice of it – and there's remarkably little established training or curriculum.
Weekend Reading For Financial Planners (July 25–26)
Executive Summary Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that Treasury Department officials this week expressed concern about various "tax alpha" investment strategies, including Section 351 exchanges, "box-spread" ETFs, funds designed to generate ordinary losses, and ETFs that trade in and out of other ETFs to avoid dividend distributions.
The Client Engagement Trap And Balancing Touchpoints Vs Rapid Responsive Service: Kitces & Carl 195
Executive Summary In the time between review meetings, advisors are often busy doing work for clients (such as portfolio analysis or reviewing insurance needs). This cadence of work is crucial, but it’s also often invisible, especially when no action is needed. The antidote for many advisors is some sort of communication between meetings – from birthday cards to phone calls to email newsletters.
An Advisor’s Guide To Opening 530A “Trump Accounts”
Executive Summary July 4, 2026 saw the official launch of Sec. 530 "Trump Accounts" (TAs), a new type of 'starter' retirement account designed to be opened and funded on behalf of minor children so they can start accumulating tax-deferred retirement savings at an early age.