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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Personal Line Of Credit Vs. Student Loan Refinancing: How To Choose
When it comes to student debt payoff, it pays to get creative. From forgiveness programs,…
Copper Price 2025 Year-End Review
Copper prices were volatile in 2025, with high levels of uncertainty influencing the market. Changing…
Why SQM Says Social Dialogue is Key to Sustainable Lithium
As scrutiny continues to intensify across the battery metals supply chain, the conversation around sustainability…
DeFi Under Fire: Citadel’s Tokenized Stock Alert Triggers Federal Regulatory Scrutiny
Citadel Securities is calling on the US Securities and Exchange Commission (SEC) to regulate certain…
Lasted Financial Tools & Apps
Weekend Reading For Financial Planners (June 21–22)
Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that…
11 Reasons Why People Hire Advisors (And How To Communicate That Value To Prospects)
Advisors have a relatively brief window of time to communicate their value to prospective clients. Many prospects ask friends and…
Helping Clients Understand When They Have Enough Retirement Savings To “Coast FIRE” (And Keep Working Without Necessarily Contributing More)
Many financial advisory clients might work for 40 years or more, ideally seeing their income – and capacity to save…
Weekend Reading For Financial Planners (June 28–29)
Enjoy the current installment of "Weekend Reading For Financial Planners" - this week’s edition kicks off with the news that…
2025 Mid-Year Market Outlook: 9 Key Questions To Frame Client Conversations
The first half of 2025 has been a wild ride, both in terms of news headlines and market movements. From…
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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.…
