Financial Tools & Apps
Alternative Investment Due Diligence For RIAs: A Framework For Compliantly Evaluating Private Funds
For financial advisors bound by a fiduciary duty, acting in the client's best interest goes beyond avoiding conflicts of interest: it also requires a duty of care. This means prudently…
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Bermuda Pioneers Revolutionary National Economy: A Groundbreaking Partnership with Circle and Coinbase to Bring Entire Nation onto the Blockchain
TLDR: In a groundbreaking move, Bermuda has partnered with Circle and Coinbase at the World…
Cutting Through the Noise: What’s Real and What’s Not in AI and Markets for 2026 – Live Update on January 28th at 12pm
Unraveling the Mysteries of AI: Sidoxia's 2026 Market Update and Investment Insights – Wednesday, January…
Unlock Your Investment Potential: The Essential Equity Fund Categories You Can’t Afford to Miss
With over 10 equity fund categories to choose from, as classified by the Securities and…
From Zero to Financial Freedom: 8 Simple Steps to Budgeting on a Shoestring
Creating a budget is often seen as a task for those with a substantial income,…
Lasted Financial Tools & Apps
Weekend Reading For Financial Planners (August 2–3)
Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that…
Major Compliance Risks When Using AI Tools (And Best Practices To Mitigate Them)
AI tools like ChatGPT and automated meeting notetakers offer meaningful time savings and productivity gains that can be a game-changer…
How I Stay Disciplined With Money Without Being Perfect
Let’s be honest: you don’t need another “perfect budget” template or some one-size-fits-all money hack. You don’t need to deprive…
Why Risk Tolerance Questionnaires Can Be Powerful For Prospects (Not Just Clients)
For the last 20 years, Risk Tolerance Questionnaires (RTQs) have served as a standard tool in the advisory space for…
Weekend Reading For Financial Planners (July 26–27)
Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that…
Kitces & Carl Ep 169: IS There A Future Of Financial Planning In The AI Era?
From the advent of personal computers and the Internet to smartphones and sophisticated financial software, the profession of financial advice…
Saying “I Don’t Know” With Confidence In Client Meetings – And Still Strengthen Trust
For newer financial advisors, few situations feel more daunting than being asked a question in a client meeting that they…
Saying “I Don’t Know” With Confidence In Client Meetings – And Still Stregthen Trust
For newer financial advisors, few situations feel more daunting than being asked a question in a client meeting that they…
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Ethereum New Addresses Surge To Nearly 257K In A Day, Matching 2017 And 2021 Bull Markets
Ethereum has entered a correction phase after weeks of aggressive buying pressure that pushed the price to a local high…
Crypto Market Update: Coinbase Misses Q2 Revenue Target, Tariff Headwinds Grow
Here's a quick recap of the crypto landscape for Friday (August 1) as of 9:00 a.m. UTC.Get the latest insights…
How can a Retiree deploy Rs 50 Lakh Retirement Corpus for Regular Income?|| Quoted (Economic Times)
I was recently quoted in Economic Times WEALTH (7-13 July 2025) in the Q&A section, where a panel of experts…
GameStop & Fidelity Moves Boost Bitcoin Hyper as BTC Becomes Inflation Hedge
Trusted Editorial content, reviewed by leading industry experts and seasoned editors. Ad Disclosure Ryan Cohen, the CEO of GameStop, said…
Investing
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Top 10 reasons why your income is not rising at workplace?
One of the most important factors of having a good financial life is a good and rising income. To create…
Fidelity Investments Review: Pros, Cons, and More
Fidelity is consistently ranked one of the best investment firms in the United States.When it comes to investing, Fidelity simplifies…
Addressing Clients’ Cognitive Decline: Regulatory Responsibilities And Measures To Mitigate Risk
Financial advisors have a fiduciary duty to their clients, meaning that they must take the client's interests into account when…
Graduate Degree vs. Professional Degree For Student Loans
What Counts As A Graduate Student vs. Professional Student For Federal Student Aid?This question is about student loan borrowing limits.…
