Kitces Carl News Today : Breaking News, Live Updates & Top Stories | Vimarsana

Despite delays and glitches, the third-annual AdviceTech.Live event raises $32,000 for financial planning-related organizations.

The financial advice guru discusses his time-management hacks, the benefits and limitations of direct indexing, and the myth of fee compression in the advice space.

The financial advice guru discusses his time-management hacks, the benefits and limitations of direct indexing, and the myth of fee compression in the advice space.

Personal recommendations are often the best way to sort the wheat from the chaff. So, what podcasts do those already working in the industry recommend to aspiring financial advisers?

Michael: I’m doing well. How are you? Carl: Fantastic. Yeah. Things are super good. Michael: Excellent. Well, I wanted to follow up on our last episode where you had kind of thrown this comment out there that I feel like we have to come back to. You had said, as we were kind of ranting on the problems of having overly broad, overly general websites that aren’t specific enough to anybody, to motivate to action, you had made this comment of, “We ask our websites to do too much.” Carl: Yeah. Michael: And I’m curious to go a little bit deeper on this, what you meant by that. Obviously, ...