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Category: Finance

At The Money: Year-End Tax Planning Time
Analysis

At The Money: Year-End Tax Planning Time

Market Expert  Dec 13, 2025

     At The Money: Year-End Tax Planning Moves with Bill Artzerounian, RWM (December 11, 2025) There is still time to make some smart moves to reduce your 2025 taxes. You have to be proactive to take advantage of the latest changes in the One Big Beautiful Bill Act. But you better hurry –… Read More The post At The Money: Year-End Tax Planning Time appeared first on The Big Picture.

10 Weekend Reads
Analysis

10 Weekend Reads

Market Expert  Dec 13, 2025

The weekend is here! Pour yourself a mug of Danish Blend coffee, grab a seat outside, and get ready for our longer-form weekend reads: • Once a Gamble in the Desert, Electric Grid Batteries Are Everywhere: An early grid battery was installed in the Atacama Desert in Chile 15 years ago. Now, as prices have tumbled, they… Read More The post 10 Weekend Reads appeared first on The Big Picture.

MiB: Stephen Cohen, BlackRock’s Chief Product Officer and Head of Global Product Solutions 
Analysis

MiB: Stephen Cohen, BlackRock’s Chief Product Officer and Head of Global Product Solutions 

Market Expert  Dec 13, 2025

     This week, I speak with Stephen Cohen, BlackRock’s Chief Product Officer and Head of Global Product Solutions. He is responsible for delivering solutions across investment strategies, asset classes and fund structures to help clients. He is also a member BlackRock’s Global Executive Committee. Previously, he was Head of Europe, Middle East and… Read More The post MiB: Stephen Cohen, BlackRock’s Chief Product Officer and Head of Global Product Solutions  appeared first on The Big Picture.

Ways To Say No To Avoid Making Yourself Too Busy: Kitces & Carl Ep 177
Analysis

Ways To Say No To Avoid Making Yourself Too Busy: Kitces & Carl Ep 177

Market Expert  Dec 13, 2025

As financial advisors progress in their careers (and lives), their attention is often pulled in many directions as opportunities present themselves. Some will be professional, such as speaking engagements or prospect inquiries; others personal, from community service to family obligations. Many of these requests are meaningful and made with good intentions. But if the advisorRead More... The post Ways To Say No To Avoid Making Yourself Too Busy: Kitces & Carl Ep 177 first appeared on Kitces.com.

Why (Most) Advisors Shouldn’t Serve As Clients’ Trustees: Ethical Conflicts, Dual Fiduciary Duties, And The SEC Custody Rule
Analysis

Why (Most) Advisors Shouldn’t Serve As Clients’ Trustees: Ethical Conflicts, Dual Fiduciary Duties, And The SEC Custody Rule

Market Expert  Dec 13, 2025

Financial advisors are used to having close and trusting relationships with their clients, given the advisor's involvement in the intimate details of the client's financial life and the long-term nature of many advisor-client relationships. And it therefore occasionally happens that a client asks their advisor to serve as trustee for a trust they've created. ButRead More... The post Why (Most) Advisors Shouldn’t Serve As Clients’ Trustees: Ethical Conflicts, Dual Fiduciary Duties, And The SEC Custody Rule first appeared on Kitces.com.

Weekend Reading For Financial Planners (November 15–16)
Analysis

Weekend Reading For Financial Planners (November 15–16)

Market Expert  Dec 13, 2025

Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that a recent study commissioned by Morgan Stanley demonstrated that investors with a financial plan are more confident in their ability to meet their future goals, which in turn makes them more likely to avoid overreactingRead More... The post Weekend Reading For Financial Planners (November 15–16) first appeared on Kitces.com.

AI Compliance: Applying Existing SEC Regulatory Frameworks To Fast-Moving Technologies
Analysis

AI Compliance: Applying Existing SEC Regulatory Frameworks To Fast-Moving Technologies

Market Expert  Dec 13, 2025

Given that the pace of technological change is often swift, regulatory bodies often struggle to keep regulations up to date amidst a rapidly changing landscape. In the past couple years, the rapid increase in investment adviser use of Artificial Intelligence (AI)-powered tools has presented a challenge to regulators in attempting to ensure (among other priorities)Read More... The post AI Compliance: Applying Existing SEC Regulatory Frameworks To Fast-Moving Technologies first appeared on Kitces.com.

Hiring A Director Of Talent To Shape The Development Of Next Generation Advisors (And The Lead Advisors Who Train Them): #FASuccess Ep 464 With Katie Calagui
Analysis

Hiring A Director Of Talent To Shape The Development Of Next Generation Advisors (And The Lead Advisors Who Train Them): #FASuccess Ep 464 With Katie Calagui

Market Expert  Dec 13, 2025

Welcome everyone! Welcome to the 464th episode of the Financial Advisor Success Podcast! My guest on today's podcast is Katie Calagui. Katie is the owner of Katie Calagui Consulting, a coaching and consulting firm that works with financial planning firm executives and leadership teams. What's unique about Katie, though, is how she supports firms inRead More... The post Hiring A Director Of Talent To Shape The Development Of Next Generation Advisors (And The Lead Advisors Who Train Them): #FASuccess Ep 464 With Katie Calagui first appeared on Kitces.com. Click the icon below to listen.

Ways Advisors Can Optimize For AI Search With A Marketing Strategy Refresh
Analysis

Ways Advisors Can Optimize For AI Search With A Marketing Strategy Refresh

Market Expert  Dec 13, 2025

Content marketing has long been a popular way for financial advisors to attract clients, given its ability to enhance Search Engine Optimization (SEO), increase traffic to the advisor's website, and ultimately lead to more inbound leads (without necessarily incurring a significant hard-dollar outlay). However, with consumers increasingly turning to Artificial Intelligence (AI)-powered tools to findRead More... The post Ways Advisors Can Optimize For AI Search With A Marketing Strategy Refresh first appeared on Kitces.com.

Weekend Reading For Financial Planners (November 22–23)
Analysis

Weekend Reading For Financial Planners (November 22–23)

Market Expert  Dec 13, 2025

Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that the Securities and Exchange Commission (SEC) this week released its list of examination priorities for 2026, which includes a combination of focus areas from previous years (e.g., RIAs' use of emerging technologies, data security, adviser-brokerRead More... The post Weekend Reading For Financial Planners (November 22–23) first appeared on Kitces.com.

Making The Sell-Or-Keep Decision When You Hit A $260M AUM Wall: #FASuccess Ep 465 With Todd Pisarczyk
Analysis

Making The Sell-Or-Keep Decision When You Hit A $260M AUM Wall: #FASuccess Ep 465 With Todd Pisarczyk

Market Expert  Dec 13, 2025

Welcome everyone! Welcome to the 465th episode of the Financial Advisor Success Podcast! My guest on today's podcast is Todd Pisarczyk. Todd is the founder of Momentous Wealth Management, an RIA based in Vancouver, Washington, that oversees approximately $400 million in assets under management for 400 client households. What's unique about Todd, though, is howRead More... The post Making The Sell-Or-Keep Decision When You Hit A $260M AUM Wall: #FASuccess Ep 465 With Todd Pisarczyk first appeared on Kitces.com.

Delegate Your Least-Favorite Work By Hiring Your Opposite (Not Your Mini-me)
Analysis

Delegate Your Least-Favorite Work By Hiring Your Opposite (Not Your Mini-me)

Market Expert  Dec 13, 2025

Hiring a new employee brings the promise of delegation and an increase to the hiring advisor's individual capacity. Yet despite the promise that hiring offers, many firms struggle to see a meaningful lift from new team members. What often appears to be an onboarding issue – slow ramp-up, mismatched expectations, or underperformance – is moreRead More... The post Delegate Your Least-Favorite Work By Hiring Your Opposite (Not Your Mini-me) first appeared on Kitces.com.

Addressing Clients’ Cognitive Decline: Regulatory Responsibilities And Measures To Mitigate Risk
Analysis

Addressing Clients’ Cognitive Decline: Regulatory Responsibilities And Measures To Mitigate Risk

Market Expert  Dec 13, 2025

Financial advisors have a fiduciary duty to their clients, meaning that they must take the client's interests into account when making recommendations and acting on their behalf. Usually, fulfilling that duty involves listening to the client to understand their wishes and acting accordingly to ensure those wishes are carried out. However, the situation becomes moreRead More... The post Addressing Clients’ Cognitive Decline: Regulatory Responsibilities And Measures To Mitigate Risk first appeared on Kitces.com.

Helping Retired Clients To Actually Start Spending And Enjoying Their Money: Kitces & Carl Ep 178
Analysis

Helping Retired Clients To Actually Start Spending And Enjoying Their Money: Kitces & Carl Ep 178

Market Expert  Dec 13, 2025

Entering retirement often signals a profound shift in an individual's philosophy, time, and goals. This new chapter is a culmination of decades of diligent labor and saving – and for many, it brings excitement and newfound freedom. However, for some retirees, their diligence in saving makes it difficult to transition into a phase of lifeRead More... The post Helping Retired Clients To Actually Start Spending And Enjoying Their Money: Kitces & Carl Ep 178 first appeared on Kitces.com.

LIC trimmed Adani Ports stake by 2% between 2022 and 2025. Check details
Analysis

LIC trimmed Adani Ports stake by 2% between 2022 and 2025. Check details

Market Expert  Dec 13, 2025

LIC has reduced its stake in Adani Ports to 7.34% by selling nearly 3.9 crore shares since 2022, even as the stock outperforms benchmarks and posts strong quarterly revenue and profit growth.

Stock Market Holidays 2026: Full list from NSE has 7 long weekends, along with a surprise
Analysis

Stock Market Holidays 2026: Full list from NSE has 7 long weekends, along with a surprise

Market Expert  Dec 13, 2025

NSE has released the 2026 trading holiday calendar with 15 market holidays, weekend festival dates, and details on the Muhurat Trading session. The schedule helps investors plan expiries, liquidity strategies and portfolio actions as global brokerages project a recovery year for equities.

Nifty may reach 30,000 in 2026, ICICI Direct says, bets on Bajaj Finserv, IOL, and 7 other stocks
Analysis

Nifty may reach 30,000 in 2026, ICICI Direct says, bets on Bajaj Finserv, IOL, and 7 other stocks

Market Expert  Dec 13, 2025

ICICI Direct expects Nifty to hit 30,000 by 2026, backed by a Cup & Handle breakout, strong long-term support zones, and historical post-correction rallies. The brokerage sees banks leading the next leg and identifies nine top stock picks, citing favourable technical setups and a supportive macro backdrop.

Market Wrap: Sensex rises 427 pts, Nifty above 25,850 as D-St breaks 3-day slide after Fed cut
Analysis

Market Wrap: Sensex rises 427 pts, Nifty above 25,850 as D-St breaks 3-day slide after Fed cut

Market Expert  Dec 11, 2025

Indian equities rebounded on Thursday, with the Sensex and Nifty climbing after the U.S. Federal Reserve's 25-basis-point rate cut. This recovery occurred despite the rupee hitting a new record low due to concerns over the lack of a U.S. trade agreement.

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