Every buck you make: are endowment funds, with help from the likes of Sting, the future for museums? – The Art NewspaperOctober 7, 2025
Raymond James, Beacon Pointe, Carson score big teams Financial Planning October 21, 2024 Beacon Pointe Advisors has acquired a registered investment advisory managing $1 billion in client assets. Beacon Pointe’s purchase of Lake…
What is a Reasonable Rate of Return After Retirement? Financial Planning October 21, 2024 Aiming for a high rate of return on your investments is natural, but the reality is that your actual returns…
Financial advisors wary a year after spot bitcoin ETFs approved Financial Planning October 19, 2024 We’re approaching the one-year mark since the SEC approved the first spot bitcoin exchange-traded funds back in January. In July,…
Weekend Reading For Financial Planners (October 19–20) Financial Planning October 19, 2024 Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with the news that…
Tips for Dating Japanese Women Financial Planning October 18, 2024 When it comes to international dating, navigating language differences can feel like a significant challenge, especially when dating Japanese women.…
Kitces & Carl Ep 149: Do You Really Need A Business Partner… Or A Study Group? Financial Planning October 18, 2024 Launching an advisory firm can be a daunting endeavor, requiring advisors to take on significant financial and responsibility with no…
Financial advisors prefer higher taxes on some to shore up Social Security Financial Planning October 18, 2024 Many voters are concerned about the long-term viability of Social Security this election season, but their ideas on how to…
Essential Guide to Securing Low Home Loan Interest Rates Financial Planning October 17, 2024 For many first-time homebuyers, purchasing a dream home may involve exploring different financial options. One key aspect to consider while…
Alternative Minimum Tax (AMT) Planning After TCJA Sunset: Preparing Clients To (Re)Encounter AMT After 2025 Financial Planning October 17, 2024 Since the Tax Cuts & Jobs Act (TJCA) was passed in 2017, few households have been subject to the Alternative…
How to get clients comfortable with alternative investments Financial Planning October 17, 2024 The alternative investment platform CAIS announced the launch of a registered investment advisory division, CAIS Advisors, at its third annual…
