Weekend Reading For Financial Planners (January 6-7)
Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that comment letters submitted...
The Future Of Financial Advice: How Tech and Approaches In 2030 Will Differ From Today
Professional service industries tend to evolve over time as the regulatory environment evolves and new technologies emerge. For instance, the financial advice industry...
When Being In Business With Your Spouse Doesn’t Work Out
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Using ‘Magic Wand’ Questions To Help Clients Articulate Financial Needs And Goals (That They Otherwise Struggle To Express)
In initial discovery meetings, financial advisors face the challenge of eliciting specific goals from new clients – a crucial step for crafting a...
Kitces & Carl Ep 129: How Autonomy, Experience, And Team Drive Advisor Wellbeing
As the beginning of the new year invites a fresh start, it's a fitting time to reflect on our own wellbeing and the...
Spot Bitcoin ETFs Approved: What Financial Planners Need to Know 2024
Spot Bitcoin ETFs Approved: What Financial Planners Need to Know
For years, investors and traders have been waiting for regulators to approve Bitcoin exchange-traded funds...
