Weekend Reading For Financial Planners (February 22–23) Financial Planning February 22, 2025 Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with the news that…
Morgan in court in race, sex discrimination case Financial Planning February 21, 2025 Morgan Stanley is being hauled into court by a former field trainer who contends she and another Black woman were…
SEC replaces crypto team with ‘cyber’ unit Financial Planning February 21, 2025 The Securities and Exchange Commission is replacing its enforcement unit devoted to misconduct in the cryptocurrency markets, the latest sign…
The risks of boosting wealth management client services Financial Planning February 21, 2025 Boosting services to better serve clients can be a smart move for financial advisors looking to expand their business —…
AI scams are getting harder to spot. How advisors can help Financial Planning February 21, 2025 Imagine getting a phone call from what sounds exactly like your grandson, urgently asking for money because he’s in trouble.…
Google search interest in financial advisors soars — here’s why Financial Planning February 20, 2025 TikTok financial advice and investment sub-Reddits may offer some useful — and free — insights for people looking to get…
Kitces & Carl Ep 158: Should Prospects Be Allowed To Move Forward If They Don’t Want To Think It Over First? Financial Planning February 20, 2025 Many financial advisors approach prospect meetings with a mindset of giving potential clients ample space to consider the relationship before…
Fix, Fine, Flourish: A Framework To Take Clients From (Just) “Fine” Staganancy To Being Engaged Again Financial Planning February 20, 2025 When a client first begins working with an advisor, the relationship is often marked with a flurry of onboarding tasks,…
Contingent deferred annuities offer insurance overlay Financial Planning February 20, 2025 With financial advisor-managed accounts expanding by the trillions of dollars, annuity issuers are pitching an insurance strategy designed to reduce…
Citi CEO Fraser rewarded with $34.5M payday Financial Planning February 19, 2025 Citigroup lifted CEO Jane Fraser’s total compensation to $34.5 million for 2024 — up a third from the previous year…
