CFA Institute maps how AI could rewire capital markets
As the cost of generating structured analysis falls and analytical tools become widely available, differentiation may depend less on producing information […]
financial-planning
The Client Engagement Trap And Balancing Touchpoints Vs Rapid Responsive Service: Kitces & Carl 195
In the time between review meetings, advisors are often busy doing work for clients (such as portfolio analysis or reviewing
SEC’s Waldon steps down as enforcement deputy after 14 years
In 2011, Waldon won the agency’s Philip A. Loomis, Jr. Award, which recognises outstanding legal scholarship, analysis and drafting on
Elder Law and Special Needs Update
Courts from coast to coast continue to hear an increasing number of elder law and special needs cases, and the
Why Bequests Are Bad Planning for Donors and Charities
The recent Giving USA 2026: Annual Report on Philanthropy found that American charitable giving reached a record $617 billion, but
Proposed Senate Bill Simplifies Form 5500 Filing
Senators Jim Banks, R-Indiana, and Cory Booker, D-New Jersey, have introduced legislation to simplify the annual Form 5500 filing process
Prediction: Micron Will Hit $1,400 in 2027. Here’s the Math.
Micron Technology (MU -1.05%) has been one of the biggest artificial intelligence (AI) winners in recent times — from an
financial-planning
Is a Physician Partnership Track Actually Worth It?
<!– Physician partnership track positions can offer significant long-term financial upside, but understanding how they are structured is essential before
New OBBBA Charitable Deduction Rules Bring Floors and Limits
With changes in the One Big Beautiful Bill Act ranging from mere extensions of current law to new directions altogether,
Green, Yellow or Red Zone Client?
Assessing personal and family complexity in wealth advising