Michael Kitces' #FASuccess Podcast: How Shannon McLay Helps Clients Get 'Financially Fit'

Sep 30, 2021

The Financial Gym's Shannon McLay talks about how she and her firm's "trainers" help clients with traditional financial planning services around budgeting, saving, debt management and financial literacy.

Mindy Diamond on Independence: Should You Go for the Forgivable Loan?

Sep 30, 2021

Louis and Mindy Diamond provide an industry update on recruiting.

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New Tax Proposal and Considerations for Advisors

Oct 11, 2021

Watch as Jeremy Milleson, Director, Investment Strategy with Parametric discusses the new tax proposal and uncertainties with WealthManagment.com.

Plaintiffs’ Attorneys: 3 in 10 Arbitration Awards Went Unpaid in 2020

Sep 29, 2021

The Public Investors Advocate Bar Association (PIABA) found that 24% of money awarded last year went unpaid; the group argues the problem of unpaid arbitration awards could get even worse in a down market.

Eleven MLB Players Turned Financial Advisors

Sep 28, 2021

From the big leagues to big finance.

What to Do When a Key Team Member Resigns

Sep 28, 2021

The reality is that you can do everything 'right,' as a leader, and still there will be employees who will leave to pursue other opportunities. Here are five tips to move on after that happens.

RIA Edge: Chequers’ Megan Gorman on How RIAs Can Build a Brand and Voice

Sep 28, 2021

Megan Gorman, founder and managing partner of Chequers Financial Management, discusses the marketing strategies she uses to connect with clients and identify new opportunities.