Podcasts
- Michael Kitces talks with Ann Garcia, partner of Independent Progressive Advisors, about planning for mid-work professionals. (kitces.com)
- Dan Haylett talks with George Kinder author of “The Three Domains of Freedom.” (humansvsretirement.com)
- Bogumil Baranowski talks with Dan Solin, author of “Ask: How to Relate to Anyone.” (talkingbillions.co)
Private equity
- Peter Mallouk on the downsides of PE deals. (citywire.com)
- Joe Duran thinks advisers need to get creative in building their practices. (citywire.com)
Advisortech
- Kitces’ FinTech Solutions Map just keeps growing. (riabiz.com)
- The financial giants have no incentive to give third parties access to customer data. (riabiz.com)
- Charles Schwab ($SCHW) is mothballing the Institutional Intelligent Portfolios platform. (fa-mag.com)
Taxes
- How pre-tax retirement contributions provide flexibility down the road. (kitces.com)
- Tax strategies if the TCJA expires in 2026. (flowfp.com)
- Don’t let the potential for estate law changes be an excuse to not do estate planning. (wealthmanagement.com)
Advisers
- 7 more lessons from building an fee-only RIA from scratch. (kitces.com)
- A Q&A with Barry Mulholland about attracting new planners to the industry. (thinkadvisor.com)
- A Q&A with Moshe Milesky author of “The Religious Roots of Longevity Sharing: The Genesis of Annuity Funds in the Scottish Enlightenment and the Path to Modern Pension Management.” (thinkadvisor.com)
