Michael Kitces' #FASuccess Podcast: Bill Bengen, the Father of the 4% Rule

Nov 03, 2020

Bill Bengen talks in depth about how he first developed his safe withdrawal rate research and how the 4% rule became a rule of thumb.

A Biden Win to Bring Renewed Focus on Estate Planning for Advisor Growth

Nov 03, 2020

Six important takeaways for financial advisors should Joe Biden become the 46th president of the United States.

New SEC Amendments Expand Access to Private Markets

Nov 02, 2020

Critics worry that the latest rule changes will weaken investor protections by expanding the number of investors who could access the markets yet would be unable to sustain heavy losses.

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FastChat Video: The Hightower Conferences & Community

Dec 18, 2020

Listen to Dave D’Amico, Treasury Partners discuss his experience with Hightower events pre- and post-COVID.

President Trump's Agenda for the Wealth Management Industry: Four Years Later

Nov 02, 2020

In 2016, WealthManagement.com created a to-do list for then-President-Elect Donald Trump. With Election Day now upon us, let's look back on how the president fared.

DOL Finalizes Rule on ESG Investing in Retirement Plans

Oct 30, 2020

The rule, which would limit how fiduciaries use ESG screens in retirement plan investment recommendations, provoked intense criticism during its public comment period.

Successful Indie M&As Require Direct Funding From Firms

Oct 30, 2020

Firms that lend from their own balance sheets to support advisor M&As have a greater incentive to identify the best matches between sellers and buyers.

Three Factors for a Successful RIA Merger

Oct 30, 2020

A similar investment philosophy, culture and geography are key to getting a deal done.