Investing

Kitces & Carl Ep 126: The Best Ways To Boost Advisor Productivity: New Tech Efficiencies Vs. Old Fee Increases

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× Please contact your Firm's Group AdminIAR CE is only available if your organization contracts with Kitces.com for the credit. Please contact your firm's group administrator to enable this feature. If you do not know who your group administrator is you…

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This is the end

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Ladies and gentlemen, this is the final post I will be publishing at The Reformed Broker. After today the site will be inactive, forever. I began this blog in November 2008 without any idea where it would take me. I had…

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Advice Engagement Tools For A More Dynamic VIP (Visualization, Interaction, and Process) Planning Experience

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The Mint Budgeting App Is Shutting Down – Which Personal Finance and Budgeting App Should You Use Now?

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By Dan Miller, WCI Contributor Mint, the popular online budgeting and personal finance app, will cease to exist by early 2024, according to its parent company. Intuit, which bought Mint back in 2009, originally said that Mint would no longer be…

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#FA Success Ep 361: Scaling A $2.4B Advisory Enterprise With Debt-Financed Acquisitions Into High-Productivity Pods, With Peter Tiboris

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How Financial Advicers Can Write, Publish, And Distribute Their Own Book To Create A More Effective Impression On Prospective Clients

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Investing in Farmland

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By Dr. Jim Dahle, WCI Founder Many investors wonder if farmland investing should be part of their portfolio. Like other “alternative” investments—such as cryptoassets, art, precious metals, viaticals, reinsurance, commodities, peer-to-peer loans, oil/gas, or venture capital—farmland is completely optional to a…

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#FA Success Ep 360: Growing To 100+ Clients With $100M+ AUM With Intentionality To Leave Time For Family, With Suzanne Powell

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× Please contact your Firm's Group AdminIAR CE is only available if your organization contracts with Kitces.com for the credit. Please contact your firm's group administrator to enable this feature. If you do not know who your group administrator is you…

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Armed to the Teeth

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“Armed to the teeth.” This is the phrase that came to mind as I was watching Josh Smith walk us through the demo of VRGL last week. I thought to myself it would be impossible for a mediocre financial advisor to…

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