Category: Finance

Analysis

At The Money: Seeking Uncorrelated Returns

Market Expert Apr 9, 2026

At The Money: Seeking Uncorrelated Returns (April 8, 2026) Managed Futures generate returns that are not correlated with stocks or bonds. Investors who are looking for greater diversification can do so through ETFS that own futures on commodities, currencies, and interest rates. Full transcript below. ~~~ About this week’s guest: Andrew Beer… Read More The post At The Money: Seeking Uncorrelated Returns appeared first on The Big Picture.

Analysis

Creating A Flexible Retirement Date ‘Window’ To Mitigate Sequence And Cohort Risk

Market Expert Apr 9, 2026

Retirement planning is often a cornerstone of a client's financial plan, with advisors estimating how much the client can safely spend in retirement. In practice, advisors typically begin with the client's target retirement date, and then adjust levers such as withdrawal rates, asset allocation, and spending flexibility to make the plan work. But when theRead More... The post Creating A Flexible Retirement Date ‘Window’ To Mitigate Sequence And Cohort Risk first appeared on Kitces.com.

Analysis

Transcript: Songyee Yoon, Principal Venture Partners

Market Expert Apr 8, 2026

The transcript from this week’s MiB: Songyee Yoon, Principal Venture Partners, is below. You can stream and download our full conversation, including azny podcast extras, on Apple Podcasts, Spotify, Bloomberg, YouTube (video), and YouTube (audio). All of our earlier podcasts on your favorite pod hosts can be found here. ~~~ Bloomberg Audio… Read More The post Transcript: Songyee Yoon, Principal Venture Partners appeared first on The Big Picture.

Analysis

Next Week! RWM Takes San Francisco!

Market Expert Apr 7, 2026

I am heading out to the West Coast with 9 of my colleagues to meet with clients of the firm in San Francisco on April 14-16! I’ll also be hosting a Masters in Business live at the Bloomberg HQ at Pier 3. Reach out if you’re interested in learning how RWM solves problems… Read More The post Next Week! RWM Takes San Francisco! appeared first on The Big Picture.

Analysis

Scaling To $1B AUM By Recognizing Your (Rainmaker) Strengths And Delegating The Rest: #FASuccess Ep 484 With Jake Falcon

Market Expert Apr 7, 2026

Welcome everyone! Welcome to the 484th episode of the Financial Advisor Success Podcast! My guest on today's podcast is Jake Falcon. Jake is the founder of Falcon Wealth Advisors, IAR of the RIA Hightower Advisors and based in Kansas City, Missouri, that oversees approximately $1 billion in assets under management for 900 client households. What'sRead More... The post Scaling To $1B AUM By Recognizing Your (Rainmaker) Strengths And Delegating The Rest: #FASuccess Ep 484 With Jake Falcon first appeared on Kitces.com.

Analysis

Wealthbox (Finally) Introduces AI Agents To Compete With Standalone Tools (And More Of The Latest In Financial #AdvisorTech – April 2026)

Market Expert Apr 7, 2026

Welcome to the April 2026 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors! This month's edition kicks off with the news that Wealthbox is introducing new AI agents toRead More... The post Wealthbox (Finally) Introduces AI Agents To Compete With Standalone Tools (And More Of The Latest In Financial #AdvisorTech – April 2026) first appeared on Kitces.com.

Analysis

Lefsetz: Anybody Can Get Publicity

Market Expert Apr 6, 2026

We are all looking to make it. And we employ signifiers, status markers, to indicate that we’ve crossed the threshold, that we are no longer trapped amongst the great unwashed, that finally we are SOMEBODY! And one of the main ways you felt settled, that you were not only on your way, but part… Read More The post Lefsetz: Anybody Can Get Publicity appeared first on The Big Picture.

Analysis

MiB: Songyee Yoon, Principal Venture Partners

Market Expert Apr 5, 2026

This week, I speak with Songyee Yoon, founder and managing partner of Principal Venture Partners. Her AI-focused investment firm established in 2024, and since 2025, she has beem a member of the board of directors of HP. We discuss her venture firm’s focus on AI-native companies, and understanding technological innovation. We also cover the tech investment… Read More The post MiB: Songyee Yoon, Principal Venture Partners appeared first on The Big Picture.

Analysis

The Evolution of Alpha

Market Expert Apr 4, 2026

The world of investing has changed over the first 30 years of my career. Perhaps the biggest surprise has been the gradual shift from traditional market-based pursuit of alpha to what can be best described as “Organizational Alpha.” Today, I want to share key examples how this evolution has manifested itself at our… Read More The post The Evolution of Alpha appeared first on The Big Picture.

Analysis

Weekend Reading For Financial Planners (April 4–5)

Market Expert Apr 4, 2026

Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that a recent study finds that while RIA mergers and acquisitions activity continues to break records in terms of volume and valuations, not all sellers are necessarily able to cash in on heightened buyer appetite, withRead More... The post Weekend Reading For Financial Planners (April 4–5) first appeared on Kitces.com.

Analysis

10 Good Friday Reads

Market Expert Apr 3, 2026

My end-of-week morning reads: • Public Anger Is Rising: Congress briefly showed signs of productivity before reverting to form. The public’s frustration with dysfunction is reaching a boiling point. Even TMZ is channeling the national discontent. (The Atlantic) • Have Trump’s tariffs worked? This is where things stand a year after ‘Liberation Day’ US foreign direct investment… Read More The post 10 Good Friday Reads appeared first on The Big Picture.

Analysis

Happy Liberation Day 1-Year Anniversary!

Market Expert Apr 3, 2026

It’s been exactly one year since the Liberation Day Tariffs were announced, implemented, challenged, and ultimately overturned at every level. They served as the foundation of the administration’s main economic policy. What has been the overall impact – economically, geopolitically, and on the markets? Don’t rely on the mass media for answers – they… Read More The post Happy Liberation Day 1-Year Anniversary! appeared first on The Big Picture.

Analysis

Mitigating Risk From (Litigious) Clients When Your Advisor Team Grows Beyond You: Kitces & Carl 187

Market Expert Apr 3, 2026

Advisory firms often assume that one of the greatest professional risks comes from making a serious mistake with clients’ finances. Yet as firms grow, the larger the client base and the bigger the advisory team, the greater the surface area for potential disputes, misunderstandings, or even opportunistic legal threats. Even when a team is confidentRead More... The post Mitigating Risk From (Litigious) Clients When Your Advisor Team Grows Beyond You: Kitces & Carl 187 first appeared on Kitces.com.

Analysis

10 Charts To Address Client Concerns On 2026 Geopolitical Conflict, Rising Oil Prices, Tariffs, Inflation, And More

Market Expert Apr 1, 2026

Advisors entered 2026 facing a familiar but challenging dynamic: a surge in headline-driven uncertainty prompting clients to question whether they should take action with their portfolios. A combination of geopolitical conflict, rising oil prices, evolving tariff policy, persistent inflation, and questions around artificial intelligence has contributed to the first meaningful market pullback following a strongRead More... The post 10 Charts To Address Client Concerns On 2026 Geopolitical Conflict, Rising Oil Prices, Tariffs, Inflation, And More first appeared on Kitces.com.

Analysis

Closing (More Affluent) Clients In The First Meeting With An “Approach Talk” Method To Create Urgency: #FASuccess Ep 483 With Erin Botsford

Market Expert Apr 1, 2026

Welcome everyone! Welcome to the 483rd episode of the Financial Advisor Success Podcast! My guest on today's podcast is Erin Botsford. Erin is the founder of The Advisor Authority, a coaching platform that trains advisors on attracting more (and wealthier) clients while also scaling their businesses by building a successful team around them. What's uniqueRead More... The post Closing (More Affluent) Clients In The First Meeting With An “Approach Talk” Method To Create Urgency: #FASuccess Ep 483 With Erin Botsford first appeared on Kitces.com.

Analysis

Transcript: Judd Kessler, Lucky by Design

Market Expert Mar 31, 2026

The transcript from this week’s MiB Judd Kessler, Lucky by Design, is below. You can stream and download our full conversation, including any podcast extras, on Apple Podcasts, Spotify, YouTube, and Bloomberg. All of our earlier podcasts on your favorite pod hosts can be found here. ~~~ This is Masters in Business with Barry Ritholtz… Read More The post Transcript: Judd Kessler, Lucky by Design appeared first on The Big Picture.

Analysis

Social Media For Advisors: Market Scalably With Evergreen Content

Market Expert Mar 31, 2026

Social media marketing remains an attractive yet often elusive strategy for financial advisors seeking to build their client base. Its low cost of entry and potential for wide visibility give it a strong initial appeal. However, as the latest Kitces Research on How Financial Planners Actually Market Their Services shows, it is also one ofRead More... The post Social Media For Advisors: Market Scalably With Evergreen Content first appeared on Kitces.com.

Analysis

MiB: Judd Kessler, Lucky by Design

Market Expert Mar 30, 2026

This week, I speak with Judd Kessler, author of “Lucky by Design: The Hidden Economics You Need to Get More of What You Want,” and a professor at The Wharton School of the University of Pennsylvania. We discuss his research into the hidden markets that allocate value to desirable things such as… Read More The post MiB: Judd Kessler, Lucky by Design appeared first on The Big Picture.