Archives April 2021

Weekend Reading for Financial Planners (May 1-2)

Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with a recap of the key provisions in President Biden’s new “American Families Plan”, which includes not only a wide range of provisions regarding child care and education for children, but also a number of “revenue-raisers” of significant pertinence …

$0 to $1000 a Month with Amazon FBA

It feels like the internet is ablaze with talk of a gold rush on Amazon.  You can’t go one day without seeing a news article about the growth of Amazon’s FBA program and millions of sellers flocking to the platform.  Warehouse after warehouse is being built across America.  Fleets of drones are being prepared …

Best Robo Advisors for 2021

Hiring someone to manage your investments isn’t something that everyone wants to do, or can even afford. For those people, there’s a great alternative: robo advisors. 

The only thing these handy tools require you to do is add money into them, and they handle your investments from there. Robo advisors are increasingly popular, too, with …

“Influencing” Prospects To Become Clients Using Robert Cialdini’s Research

Given how RIAs have increasingly sought to differentiate themselves from competing broker-dealers by serving clients’ best interests and maintaining a fiduciary standard, financial advisors who are in the business of financial planning advice, and whose compensation is for that advice (what we at Kitces.com refer to as financial “advicers”) often feel wary about associating their …

Weekend Reading for Financial Planners (Apr 24-25)

Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with the industry news that Morgan Stanley is selling off the E*Trade Advisor Services platform to Axos Financial, a retail-focused online-bank-plus-robo-advisor that is looking to pivot into the business of RIA custody and use E*Trade’s RIA custody unit (and …