Advisor Technology May 2025 kicks off with Altruist announcing a $152 million fundraising, with new features to compete with the "Big Two" Schwab and Fidelity.

Kitces

07.05.2025

Hiring A Branding Firm To Best Connect With Ideal Clients

#FASuccess Podcast Ep 436 with Nicole Gopoian Wirick on hiring an external branding consultant to shape a firm’s brand, and putting“brand DNA” in marketing.

Kitces

08.05.2025

6 Questions To Find The "Why" And Set Better Financial Goals

The best financial plans don't just help clients save more or retire on time – here's how advisors can spark excitement for what's ahead and set better goals.

Kitces

10.05.2025

Weekend Reading For Financial Planners (May 10–11) 2025

This weekend reading kicks off with news that a recent survey found that long-feared fee compression in the financial advice industry has yet to come to pass.

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Kitces

Economy

The Latest In Financial #AdvisorTech (May 2025)

Hiring A Branding Firm To Best Connect With Ideal Clients

6 Questions To Find The "Why" And Set Better Financial Goals

Weekend Reading For Financial Planners (May 10–11) 2025

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