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Kitces
04.09.2024
Kitces Podcast: #FASuccess Ep401 with Zack Hubbard on a financial wellness offering, and how to convert retirement plan participants to full-time clients.
05.09.2024
Historical concerns over client use of Digital Estate Planning Platforms vs using an attorney, and how advisors can use them without substantial risk of error.
06.09.2024
In Kitces & Carl Ep 146, we discuss clients bringing misinformed strategies and suggestions from the Internet, and how advisors can navigate the conversation.
07.09.2024
This weekend reading kicks off with the news that the Treasury Department has finalized rules requiring most SEC-registered RIAs to implement risk-based Anti-Money Laundering and Countering the Financing of Terrorism programs.