Michael Kitces’ #FASuccess Podcast: Financial Planning for Low- and Middle-Income Families With Phuong Luong

Nov 06, 2018

Just Wealth founder Phuong Luong discusses the progression from financial education to financial coaching to financial counseling to financial planning.

Superstars Skylar Diggins-Smith, Mikal Bridges Endorse Wealthsimple

Nov 06, 2018

The Canada-based automated investing platform is paying Skylar Diggins-Smith and Mikal Bridges with investment portfolios.

The Path to Independence in Two Steps or One—With Alex Goss of Goss Advisors

Nov 05, 2018

Sometimes the road to independence takes a series of smaller steps.

Seven Questions Clients Wish Their Financial Advisors Would Ask

Nov 05, 2018

To truly understand a client’s goals, you have to truly understand the client.

SEC Enforcement Actions Against RIAs on the Rise

Nov 02, 2018

The regulator reported 108 standalone actions against investment advisors/investment companies this fiscal year, compared to 82 in the prior year.

Here’s a Way to Help Tell the Good Brokers From the Bad

Nov 02, 2018

False accusations of misconduct are clouding the credibility for everyone.

The Wackiest Crypto Press Releases of October

Oct 31, 2018

Bitcoin turns 10 today, but there are plenty of younger siblings jostling hard for attention. Here are some of the more off-the-wall cryptocurrency press releases to hit our inboxes in the past month.

Schwab Advisors Say Goals and Values Are Better Keys to Clients

Oct 31, 2018

At Schwab IMPACT, United Capital CEO Joe Duran’s message of changing up the client conversation resonated with many.