This weekend reading kicks off with news that at a time when brokerage firms’ cash sweep programs come under increased scrutiny, Charles Schwab slashes sweep rates for client cash.

Kitces

21.01.2025

22 Top Financial Advisor Podcasts To Listen To In 2025

We rank the Top Financial Advisor Podcasts in 2025, ranging from practice management, marketing to financial planning industry trends.

Kitces

22.01.2025

Integrating Tax Preparation Without Hiring In-House CPAs=

#FASuccess Podcast Ep 421 with Daniel Friedman on offering tax planning services while outsourcing preparation of tax returns, and navigating firm ownership.

Kitces

23.01.2025

5 "Self-Persuasion" Questions To Connect With Prospects

Self-persuasion questions are powerful to connect with prospects who say they're interested... but aren't moving forward, and how advisors can use it.

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Economy

Weekend Reading For Financial Planners (January 18-19) 2025

22 Top Financial Advisor Podcasts To Listen To In 2025

Integrating Tax Preparation Without Hiring In-House CPAs=

5 "Self-Persuasion" Questions To Connect With Prospects

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