Category: Finance

Analysis

Winning More Clients By Talking Less And Reducing Friction For Prospects: #FASuccess Ep 489 With Sara Grillo

Market Expert May 13, 2026

Welcome everyone! Welcome to the 489th episode of the Financial Advisor Success Podcast! My guest on today's podcast is Sara Grillo, a digital marketing specialist for financial advisors. What's unique about Sara, though, is how she has identified several (perhaps counterintuitive) ways financial advisors can win more clients, including by talking less about their expertiseRead More... The post Winning More Clients By Talking Less And Reducing Friction For Prospects: #FASuccess Ep 489 With Sara Grillo first appeared on Kitces.com.

Analysis

Retaining The Next Gen In The “Great Wealth Transfer”: Planning Opportunities To Build Relationships With Clients’ Heirs

Market Expert May 13, 2026

A major focus in financial planning circles is the "Great Wealth Transfer" expected to unfold over the coming years, as members of the large Baby Boomer generation pass along their wealth to heirs. For financial advisors, this offers an opportunity to support existing clients through estate planning advice, but also creates a risk of losingRead More... The post Retaining The Next Gen In The “Great Wealth Transfer”: Planning Opportunities To Build Relationships With Clients’ Heirs first appeared on Kitces.com.

Analysis

Artificial Intelligence and Quarterly Earnings Reports

Market Expert May 12, 2026

A proposal from the current administration is working its way through the U.S. Securities and Exchange Commission to end quarterly corporate earnings. This is a good idea. Unfortunately, the frequency is in the wrong direction. Instead of replacing quarterly earnings releases with annual or semiannual ones, the SEC should be moving toward monthly,… Read More The post Artificial Intelligence and Quarterly Earnings Reports appeared first on The Big Picture.

Analysis

Marketing Funnel Breakdown: How A Retirement Podcast Generated 53 Prospects And $130,000 In Recurring Revenue In 12 Months

Market Expert May 12, 2026

Marketing for new clients through education has long been a popular approach for financial advisors. Whether it's conducting seminars or speaking at networking events, podcasting or creating educational videos, advisors get an opportunity to demonstrate their expertise, show that they're approachable, and help a broad swath of consumers. As a result, Kitces Research on AdvisorRead More... The post Marketing Funnel Breakdown: How A Retirement Podcast Generated 53 Prospects And $130,000 In Recurring Revenue In 12 Months first appeared on Kitces.com.

Analysis

Transcript: Howard Lindzon, Social Leverage

Market Expert May 11, 2026

The transcript from this week’s MiB Howard Lindzon, Social Leverage, is below. You can stream and download our full conversation, including any podcast extras, on Apple Podcasts, Spotify, YouTube (video), YouTube (audio), and Bloomberg. All of our earlier podcasts on your favorite pod hosts can be found here. ~~~ Masters in Business… Read More The post Transcript: Howard Lindzon, Social Leverage appeared first on The Big Picture.

Analysis

MiB: Howard Lindzon, Social Leverage

Market Expert May 10, 2026

This week, I speak with Howard Lindzon, co-founder and CEO of StockTwits, and founder and managing partner at Social Leverage. His podcast is podcast is Panic with Friends. We discuss his outlook for venture capital investing, including what he sees as potentially profitable from human behavior. Our original recording in April was… Read More The post MiB: Howard Lindzon, Social Leverage appeared first on The Big Picture.

Analysis

ATM: Focusing on Growth (Not Market Cap)

Market Expert May 9, 2026

At The Money: Focusing on Growth (Not Market Cap) with Rob Arnott, RAFI (May 7, 2026) Indexes are weighted by their size, primarily market cap. Research Affiliates’ latest index focuses on Growth, rejiggering these indexes based on how fast companies are growing. Full transcript below. ~~~ About this week’s guest: Rob Arnott… Read More The post ATM: Focusing on Growth (Not Market Cap) appeared first on The Big Picture.

Analysis

HNTI: Nobody Knows Anything, The Beatles edition

Market Expert May 9, 2026

The paperback of “How NOT to Invest” drops this week; to celebrate, this whole week I am running various stories and excerpts about the book. This short, Beatles-related excerpt from the book was one of my favorite chapters to write… Enjoy! Is there any greater gap between “Expert Opinion” and subsequent history… Read More The post HNTI: Nobody Knows Anything, The Beatles edition appeared first on The Big Picture.

Analysis

Weekend Reading For Financial Planners (May 9-10)

Market Expert May 9, 2026

Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that a study from the American College of Financial Services finds that advisors with advanced expertise in areas such as tax and retirement income planning tend to serve more wealthy clients than those with less advancedRead More... The post Weekend Reading For Financial Planners (May 9-10) first appeared on Kitces.com.

Analysis

HNTI: Never Take Candy from Strangers

Market Expert May 8, 2026

The paperback of “How NOT to Invest” drops this week; to celebrate, I am running various stories and excerpts about the book, Today, I want to discuss why we ignore what ourt moms taught us. It’s as applicable on the playground as it is on Wall Street and markets. Enjoy! I… Read More The post HNTI: Never Take Candy from Strangers appeared first on The Big Picture.

Analysis

How NOT to Invest’s 10 Most Important Ideas

Market Expert May 7, 2026

The paperback of “How NOT to Invest” drops this week; to celebrate, this whole week I am running various stories and excerpts about the book… The TL:dr summary of the key points might whet your appetite for all of the fun stories and anecdotes in the book. Enjoy! The challenge in writing… Read More The post How NOT to Invest’s 10 Most Important Ideas appeared first on The Big Picture.

Analysis

Navigating Sensitive Topics With Clients: 3 Tools To Get Them To Open Up About Planning Hurdles

Market Expert May 7, 2026

When it comes to learning about a client, some topics can be easier for financial advisors to raise than others. For instance, while a client might be willing to open up about how they plan to spend their time in retirement, they might be more reluctant to answer questions about their health or legacy. WhichRead More... The post Navigating Sensitive Topics With Clients: 3 Tools To Get Them To Open Up About Planning Hurdles first appeared on Kitces.com.

Analysis

Adventures in Recording an Audio Book

Market Expert May 6, 2026

I wanted to share a quick update as to what’s been keeping me occupied during the run up to the release of the new book. The past few weeks have been pretty busy and full of surprises. We have been designing a dedicated website for the How Not to Invest book, and working… Read More The post Adventures in Recording an Audio Book appeared first on The Big Picture.

Analysis

Bringing Hiring In-House To Support Rapid Growth After Doubling AUM To $600M In One Year: #FASuccess Ep 488 With Joe Schmitz Jr.

Market Expert May 6, 2026

Welcome everyone! Welcome to the 488th episode of the Financial Advisor Success Podcast! My guest on today's podcast is Joe Schmitz Jr. Joe is the founder of Peak Retirement Planning, a hybrid advisory firm based in Columbus, Ohio, that oversees $630 million in assets under management for approximately 1,000 client households. What's unique about Joe,Read More... The post Bringing Hiring In-House To Support Rapid Growth After Doubling AUM To $600M In One Year: #FASuccess Ep 488 With Joe Schmitz Jr. first appeared on Kitces.com.

Analysis

How NOT to Invest Paperback Arrives!

Market Expert May 5, 2026

It’s here! The paperback of “How NOT to Invest” arrives (tomorrow). I am looking forward to being out and discussing the book in all of the usual places. I will share some excerpts this week, along with a few stories about how it came about. The world of publishing has changed since “Bailout… Read More The post How NOT to Invest Paperback Arrives! appeared first on The Big Picture.

Analysis

Transcript: Lawrence Calcano, iCapital CEO

Market Expert May 4, 2026

The transcript from this week’s, MiB: Lawrence Calcano, iCapital CEO, is below. You can stream and download our full conversation, including any podcast extras, on Apple Podcasts, Spotify, YouTube (video), YouTube (audio), and Bloomberg. All of our earlier podcasts on your favorite pod hosts can be found here. ~~~ Masters in Business… Read More The post Transcript: Lawrence Calcano, iCapital CEO appeared first on The Big Picture.

Analysis

Morningstar Sells ByAllAccounts – What’s Next For Data Aggregation? (And More Of The Latest In Financial #AdvisorTech – May 2026)

Market Expert May 4, 2026

Welcome to the May 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 Morningstar is selling the client account aggregationRead More... The post Morningstar Sells ByAllAccounts – What’s Next For Data Aggregation? (And More Of The Latest In Financial #AdvisorTech – May 2026) first appeared on Kitces.com.

Analysis

MiB: Lawrence Calcano, iCapital CEO

Market Expert May 3, 2026

This week, I speak with Lawrence Calcano, chairman and CEO of iCapital, about how he helped build the company into one of the globe’s leading platforms for alternative investments for wealth managers, advisors, bankers, and other financial professionals. On iCapital’s fintech platform is over a $1 trillion in client funds across 2,100 funds managed… Read More The post MiB: Lawrence Calcano, iCapital CEO appeared first on The Big Picture.