Friday, June 12, 2026
Financial Planning
How to Watch the World Cup for Cheap
While I’m partial to the kind of football with less kicking, I’m pumped about this World Cup. For one, soccer...
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Week 23: A Peek Into This Past Week + what I’m reading, watching, and listening to
Kaitlynn highlighted my hair at home for the first time and she did it in just a little over two...
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FINRA moves to make remote inspections permanent for brokerages
FINRA is moving forward with a formal rule allowing firms to inspect their remote offices at a distance, rather than...
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Global turmoil has advisors touting alts’ diversification benefits
As advisor sentiment returned to negative territory in June over concerns about the global economy, financial planners warmed to alternative...
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Alaska Airlines Raises Fees, Ends Earning on Saver Fares
Alaska Airlines has announced three negative changes to its Atmos Rewards loyalty program that will affect both award travelers and...
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As talent shortages loom, interest in Externship’s development program booms
Nearly three-quarters of new financial advisors quit before their career even gets off the ground. At the same time, McKinsey...
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Women’s Comfortable Slide Sandals only $20.99 {Our Team Loves These!}
Home » Deals » Women’s Comfortable Slide Sandals only $20.99 {Our Team Loves These!} Published: by Gretchen on June 11, 2026 | This...
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Balancing Between The Art Of Serving Clients Creatively And Optimizing For Business Outcomes: Kitces & Carl 192
When building a financial planning firm (or any business), there is a tension between personalization and optimization. On the one...
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SEC to RIAs: You also have to worry about cash sweeps
As lawsuits keep piling up against brokerage firms over their "cash sweeps" policies, the SEC is reminding RIAs of their...
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A Custodial Roth IRA Turns Your Kid’s First Job Into a Head Start
Just the Tip: Any child with earned income from a job, babysitting, or mowing lawns can have a custodial Roth...
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