Monday, August 10, 2026
Financial Planning
Why SEI’s 0.10% custody fee stands out from giant custody rivals
Upon first glance, a page on the SEI website that asks financial advisors what they're "really paying for" from their...
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Dorm Room Bedding Deals at Kohl’s: Twin XL Sheet Sets only $11.46 each, plus more! {Today only}
Home » Deals » Dorm Room Bedding Deals at Kohl’s: Twin XL Sheet Sets only $11.46 each, plus more! {Today...
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4Xing To $200M AUM In 4 Years While Staying Lean By Leveraging AI, Technology, And Outsourcing All You Can Let Go Of: #FASuccess Ep 499 With Ryan Townsley
Welcome everyone! Welcome to the 499th episode of the Financial Advisor Success Podcast! My guest on today's podcast is Ryan...
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270. “We’re sacrificing our retirement to pay for our kids’ college”
00:00:00:21 - 00:00:05:04 Ramit You are spending the most amount of money we pay for our kids college. 00:00:05:06...
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Week 29: A Peek Into This Past Week (+ what I’m reading and watching!)
I’ve been talking a lot this year about resetting my nervous system and I want to tell you about 5...
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Why advisors are closely watching Dimensional’s next move
The close ties between the pioneering low-cost factor investing firm Dimensional Fund Advisors and thousands of planners date back 37...
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When wealthy clients don’t trust heirs with the money
Even though parts of the great wealth transfer are already happening, there is sometimes uncertainty about whether heirs are ready.Processing...
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Managed accounts ramping up tax alpha services: Cerulli
As advisors move beyond portfolio selection as their primary offering, many of the outside firms that help them provide managed...
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70/20/10 Budget: Why Combining Needs & Wants Could Backfire
The latest budgeting method to go viral on TikTok is the 70/20/10 budget. But before you try it out, know...
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Mortgage Rates Today, Monday, July 20: A Little Lower
It's not a big enough dip to really make a difference, but mortgage interest rates are lower today. July's rates...
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