Kitces: Advisor Wellbeing on the Decline Among Minorities, Next Gen
While advisor wellbeing is roughly on par with the U.S. population, some 20% of advisors are “struggling."
Source: wealthmanagement.com
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Top News In Kitces Research Today - Breaking & Trending Today
'I am new to investing and looking for a financial adviser.' Here's what to do
Question: I am new to investing and looking for a financial adviser. Do you have any advice for me? Answer: Plenty of people go to advisers with little to no...
Source: marketwatch.com
The latest in financial #AdvisorTech — November 2023
The November 2023 edition of the latest in #AdvisorTech kicks off with the news that Practice Intel has launched a new "growth platform."
Source: investmentnews.com
The latest in financial #AdvisorTech — October 2023
The October 2023 edition of the latest in financial #Advisortech kicks off with the news that Altruist is eliminating its monthly fee.
Source: investmentnews.com
What Is A Certified Financial Planner (CFP)?
A certified financial planner, or CFP, is a specialized type of financial planner who has met the certification requirements of the CFP Board, and they’re bound by a fiduciary duty.
Source: bankrate.com