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The (Unexpected) Registration Responsibilities When Engaging In Paid Referrals
Analysis

The (Unexpected) Registration Responsibilities When Engaging In Paid Referrals

Market Expert  Jun 24, 2026

As part of a broader marketing strategy, RIAs might work with "solicitors" or "promoters" (e.g., accountants, online advisor matching platforms, and compensated bloggers) who refer prospective clients in exchange for compensation. While the SEC's Marketing Rule sets forth rules requiring RIAs to disclose their compensation arrangements with any paid promoters and the potential conflicts theyRead More... The post The (Unexpected) Registration Responsibilities When Engaging In Paid Referrals first appeared on Kitces.com.

Scaling To $3.5M Of (Flat-Fee) Revenue By Leaning Into A Unique Retirement Income Approach: #FASuccess Ep 495 With Bradley Clark
Analysis

Scaling To $3.5M Of (Flat-Fee) Revenue By Leaning Into A Unique Retirement Income Approach: #FASuccess Ep 495 With Bradley Clark

Market Expert  Jun 24, 2026

Welcome everyone! Welcome to the 495th episode of the Financial Advisor Success Podcast! My guest on today's podcast is Bradley Clark. Bradley is the founder of Clark Asset Management, an RIA that operates remotely and oversees $1.6 billion in assets under management for 340 client households. What's unique about Bradley, though, is how he hasRead More... The post Scaling To $3.5M Of (Flat-Fee) Revenue By Leaning Into A Unique Retirement Income Approach: #FASuccess Ep 495 With Bradley Clark first appeared on Kitces.com.

Give Your Kids a Head Start with a Wealthfront Custodial Investing Account
Insurance

Give Your Kids a Head Start with a Wealthfront Custodial Investing Account

Market Expert  Jun 24, 2026

Introducing the Wealthfront Custodial Account, a simple and flexible way to start investing for your child’s future. The post Give Your Kids a Head Start with a Wealthfront Custodial Investing Account appeared first on Wealthfront Blog.

Organic Growth for Financial Advisors: What’s Working in 2026
Forex

Organic Growth for Financial Advisors: What’s Working in 2026

Market Expert  Jun 24, 2026

Organic growth has always been a goal for financial advisors. But the path to get there looks different than it […] The post Organic Growth for Financial Advisors: What’s Working in 2026 appeared first on FMG.

SpaceX sheds $400 billion in value as stock slides below its IPO-day closing price
Stock

SpaceX sheds $400 billion in value as stock slides below its IPO-day closing price

Market Expert  Jun 23, 2026

Anyone who bought SpaceX’s stock after the first trading day is now underwater on those purchases — at least on paper.

Investor assumptions about the AI trade are starting to stretch reality, Goldman Sachs says
Stock

Investor assumptions about the AI trade are starting to stretch reality, Goldman Sachs says

Market Expert  Jun 23, 2026

Investors may be racing ahead of what the AI trade can deliver, warns Goldman Sachs.

‘It feels like a medical miracle’: How did a single QR code coupon cut my $618 Walgreens prescription to $15?
Stock

‘It feels like a medical miracle’: How did a single QR code coupon cut my $618 Walgreens prescription to $15?

Market Expert  Jun 23, 2026

“This medication was generic.”

Researchers cracked the code on predicting market bubbles. Here’s what it’s saying about today’s stock prices.
Stock

Researchers cracked the code on predicting market bubbles. Here’s what it’s saying about today’s stock prices.

Market Expert  Jun 23, 2026

Recent price run-ups don’t mean a bubble is about to burst — unless you’re looking at this sector.

The AI market has become a ‘rubber band’ — the question now is how far it can stretch, says Goldman strategist
Stock

The AI market has become a ‘rubber band’ — the question now is how far it can stretch, says Goldman strategist

Market Expert  Jun 23, 2026

Rich Privorotsky, strategist at Goldman Sachs, said that while so-called hyperscalers continue to increase their capital expenditure forecasts, artificial intelligence software is becoming cheaper to develop elsewhere

I want to leave everything to my sons, but I’m terrified they’ll give it to my ex-husband. How do I prevent this?
Stock

I want to leave everything to my sons, but I’m terrified they’ll give it to my ex-husband. How do I prevent this?

Market Expert  Jun 23, 2026

“I would not like my money to fall into the hands of my former spouse.”

This billionaire trading tycoon argues the public is looking at federal debt all wrong
Stock

This billionaire trading tycoon argues the public is looking at federal debt all wrong

Market Expert  Jun 23, 2026

The conventional wisdom is that federal government debt — $39.1 trillion, or a mere $31.6 trillion when accounting for the liabilities owed to itself — is astronomically high. Jeff Yass said that isn’t the right comparison.

Meg Ryan lists $15.3 million Hamptons retreat in ‘coveted location’
Stock

Meg Ryan lists $15.3 million Hamptons retreat in ‘coveted location’

Market Expert  Jun 23, 2026

Actress Meg Ryan is getting ready to bid farewell to one of the brightest jewels in her real estate portfolio: a stunning Hamptons retreat that she has owned for just two years.

Dolly Parton’s former hideaway in the quaint town of Solvang is listed for $2 million, complete with windmill
Stock

Dolly Parton’s former hideaway in the quaint town of Solvang is listed for $2 million, complete with windmill

Market Expert  Jun 23, 2026

A quaint—and very quirky—California property that once served as music legend Dolly Parton’s private hideaway has returned to the market for just a hair under $2 million.

These 6 fast-growing stocks sit at the cutting edge of space and military technology
Stock

These 6 fast-growing stocks sit at the cutting edge of space and military technology

Market Expert  Jun 23, 2026

In the wake of the SpaceX IPO, investors can expect global communications and AI data processing — both via satellites — to be important themes for many years.

Adviser links: sudden wealth
Commodities

Adviser links: sudden wealth

Market Expert  Jun 23, 2026

Mondays are all about financial adviser-related links here at Abnormal Returns. You can check out last week’s links including a look at...

Monday links: why trends persist
Commodities

Monday links: why trends persist

Market Expert  Jun 23, 2026

MarketsSpaceX ($SPCX) stock is well off its highs. (futurism.com)SK Hynix has topped Samsung to become South Korea's most valuable company. (wsj.com)StrategyDon't kid yourself. You are not going to get rich calling market tops and bottoms. (awealthofcommonsense.com)How to think about a 'lost decade' for stocks. (rogersplanning.blogspot.com)Prediction marketsEconomists had a very different conception of prediction markets. (cnn.com)How Americans feel about prediction markets. (politico.com)FinanceLife insurers increasingly rely on privately rated bonds. (ft.com)The line between ETFs and mutual funds is increasingly blurred. (thedailyupside.com)VC investment into defense tech is booming. (ft.com)EconomyCompanies say the consumer is still strong. (thetranscript.substack.com)How extreme weather affects country GDP differently. (klementoninvesting.substack.com)Roger Lowenstein, "Mr. Greenspan shaped how modern central banks operate. But even he had to admit that his infatuation with mo

Euphoria Has Taken Over The Markets — ft. Barry Ritholtz
Analysis

Euphoria Has Taken Over The Markets — ft. Barry Ritholtz

Market Expert  Jun 23, 2026

    I had fun talking with Scott and Ed about the market’s reaction to the SpaceX IPO, including whether the valuation is justified, and why I pay attention to the company’s float. We also discuss why I find the comparisons to the dot-com bubble misguided, what to make of the circular deals in the… Read More The post Euphoria Has Taken Over The Markets — ft. Barry Ritholtz appeared first on The Big Picture.

Real Equity, Real Buy-In: A Practical Framework For Offering Equity Ownership
Analysis

Real Equity, Real Buy-In: A Practical Framework For Offering Equity Ownership

Market Expert  Jun 23, 2026

Many financial advisory firms start out with a single founder – in part because, early on, the founder might also be the only employee. Over time, as the firm grows in terms of clients, revenue, and team members, the founder may consider opening up ownership opportunities to employees, whether to reward key team members, fosterRead More... The post Real Equity, Real Buy-In: A Practical Framework For Offering Equity Ownership first appeared on Kitces.com.

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