When ‘Feelings Are Data’ To Navigate Clients’ Financial Planning Trade-Offs: Kitces & Carl 196
Some decisions are largely matters of data and analysis. Yet more often, that analysis informs a decision with trade-offs, such ...
Thursday, August 6, 2026
Tag: Planning
Navigating Succession Planning That Doesn’t Turn Out As Expected (Even When You’re Doing Everything Right): #FASuccess Ep 501 With Rick Kahler
Welcome everyone! Welcome to the 501st episode of the Financial Advisor Success Podcast! My guest on today's podcast is Rick ...
Why women’s retirement planning requires a different approach
Women face distinct retirement planning challenges: They typically earn less over their careers, receive smaller Social Security benefits than men, ...
Budget Planning 2027: Portfolio Marketing And Product Management Must Be Primed For AI-Era Innovation
AI is accelerating the pace of product innovation and forcing portfolio marketing and product management leaders to rethink how they ...
68% of clients would switch advisors for one who offers estate planning
Nearly half of Americans are motivated by fear to make sure their financial affairs are in order. But rather than ...
Tax credit adds planning strategy for charitable clients
Starting next year, advisors will have another charitable-giving and tax-planning tool to discuss with clients: the education freedom tax credit.Processing ...
4 parts of the planning process AI can’t touch
Artificial intelligence is integrated into everyday workflows of financial planners, reducing tedious research, repetitive tasks and client meeting preparation to ...
Apple Is Reportedly Planning 5 New iPhones — Including a $2,500 Foldable. Here’s What It Means for the Stock.
Apple (NASDAQ: AAPL) is reportedly preparing its most crowded iPhone lineup in years. According to supply chain reports cited by ...
The Employee’s Guide to IPO Tax Planning: How to Manage Your ‘Enormous Income Year’
Three types of equity are commonly held by employees at pre-IPO companies: restricted stock units (RSUs), incentive stock options (ISOs) ...
‘Starting an RIA’ book available for Financial Planning subscribers — download today
Enjoy complimentary access to top ideas and insights — selected by our editors.Want unlimited access to top ideas and insights? ...
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