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 …
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 …
One of the centerpieces of the $1.9 trillion American Rescue Plan Act recently signed by President Joe Biden was the establishment of a third round of coronavirus-related stimulus checks, officially a tax credit known as the 2021 ‘Recovery Rebates’. The maximum potential amount of an individual’s 2021 Recovery Rebate is equal to $1,400 times the …
Welcome back to the 226th episode of the Financial Advisor Success Podcast!
My guest on today’s podcast is Paul Saganey. Paul is the President and Founder of Integrated Partners, a hybrid RIA headquartered in Waltham, Massachusetts that manages over $10 billion for about 18,000 affluent clients.
What’s unique about Paul, though, is how he’s …
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 …
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 …
The FPA has released a new guidance on file notes to better help its members manage record keeping, in response to consumer complaints that highlighted gaps in records.
The new guidance provides innovative ways for financial planners to create file notes, including a number of apps that can capture client communications using video or audio …
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 …
Experiencing the death of a loved one is traumatic enough, but worrying about what happens to their debt adds more heartache to the situation. Depending on the preparations your family member made in advance, surviving heirs might have to face this extra layer of grief.
A family member’s unpaid debt is usually paid from their …
Over the past couple of decades, the financial advice industry has evolved from being based primarily on one-off transactions with dozens or often one or several hundred individuals that an advisor may interact with (often only once every few years), to being focused on providing ongoing advice for a tighter group of clients that the …