You’re driving late at night, exhausted. You can’t see anything, and you don’t know where you are. Before you run out of gas, you pull up your GPS, and ah! There’s the path. Now you know where the path is again. Likewise, you can get lost in business ownership if you don’t have a “roadmap” […]
Archives for September 2021
#FA Success Ep 246: Finding The Right (Valuation) Formula To Give Everyone Buy-In For An Employee-Owned Advisory Firm, Jessica Hovis Smith
Welcome back to the 246th episode of the Financial Advisor Success Podcast! My guest on today’s podcast is Jessica Hovis Smith. Jessica is the President of Longview Financial Advisors, an RIA with offices in Gadsden and Huntsville, Alabama that manages $194M for 199 clients. What’s unique about Jessica, though, is that she oversaw a succession […]
5 Financial Tips for Your 30s
Your 30s are an exciting time. You’re typically making more money than you were in your 20s and you’re looking to the future to determine the type of life you want to live. Your 30s are also a great time to take control of your finances, so you have more security and flexibility in […]
Announcing The New Kitces Social Security Optimization Course And The State Of The (Nerd’s Eye View) Blog
For most of its history, the business of being a financial advisor wasn’t actually about getting paid for advice. Instead, giving financial advice was part of a consultative approach to selling financial services products, which involved identifying a gap, and then getting paid a commission to implement whatever product would fill that gap. But as […]
Portfolio manager Invest Vegan screens out animal-consuming firms
Goldman Sach spinoff powering FIG’s new annuity and investment dashboard
The CFA route to finance is cheap but proving very stressful
The CFA route to finance is cheap but proving very stressful
LPL Financial, Baird, an FPA major award, Riskalyze integration and more
Weekend Reading for Financial Planners (Sept 11-12)
Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with a look at the latest SEC initiative on the ‘gamification’ of investing (e.g., Robinhood) to the use of behavioral nudges (e.g., certain robo-advisors), with a new warning that it will be delving deeper into the “digital engagement practices” […]