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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Lasted Financial Tools & Apps
Visual Sketches As Conversation Starters To Help Clients Make Better Financial Decisions: Kitces & Carl Ep 175
One of the core challenges of financial planning is that it requires both in-depth technical knowledge and the ability to…
How To Rebuild Your Finances From Nothing Today: What I’d Do
Let’s have a real conversation. If I had to start from zero today, no savings, no investments, no financial cushion,…
Weekend Reading For Financial Planners (October 11–12)
Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that…
3 Strategies To Optimize Incentive Stock Options Planning And Address AMT
For clients receiving Incentive Stock Options (ISOs) as part of their compensation, the potential for wealth creation can be significant…
Overcoming Perfectionism Burnout While Still Serving Clients Well With A Standard Of “Calm Excellence”: #FASuccess Ep 458 With Lisa Brown
Welcome everyone! Welcome to the 458th episode of the Financial Advisor Success Podcast! My guest on today's podcast is Lisa…
Origin’s New ‘AI Financial Advisor’ Won’t Threaten Human Advisors (And More Of The Latest In Financial #AdvisorTech – October 2025)
Welcome to the October 2025 issue of the Latest News in Financial #AdvisorTech – where we look at the big…
Weekend Reading For Financial Planners (October 4–5)
Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that…
What ‘Jobs’ Have You Given Money (That Shape How You Give Advice)?: Kitces & Carl Ep 174
The profession of financial advice often centers on the logistical, logical outcomes of financial planning – spending down retirement assets,…
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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.…
