Scaling To $1B AUM By Recognizing Your (Rainmaker) Strengths And Delegating The Rest: #FASuccess Ep 484 With Jake Falcon
Welcome everyone! Welcome to the 484th episode of the Financial Advisor Success Podcast! My guest on today’s podcast is Jake Falcon....
Wealthbox (Finally) Introduces AI Agents To Compete With Standalone Tools (And More Of The Latest In Financial #AdvisorTech – April 2026)
Welcome to the April 2026 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and...
Best High-Yield Savings Rates for April 6, 2026: Up to 5%
High-yield savings account rates have basically held steady through the first quarter of 2026. As of April 6, 2026, leading online banks...
Best 12-Month CD Rates In April 2026
Looking for the best 12-month CDs in April 2026? With interest rates still at multi-decade highs, short-term CDs are paying yields that...
Treasury Taps Robinhood and BNY Mellon to Power New Trump Accounts Program
Key Points The U.S. Treasury has designated BNY Mellon as financial agent and partnered with Robinhood as brokerage and initial trustee for...
Trump’s Budget Proposal Would Cut $2.3 Billion From Education
Key Points The Trump administration’s FY2027 budget proposes $76.5 billion for the Department of Education (a $2.3 billion cut) while...
FIRE Psychology During a Stock Market and Economic Downturn
As someone who’s been writing about FIRE (Financial Independence Retire Early) since 2009 and actually leaving full-time work for...
10 Signs You’re Ready To Start Your Own Business
Have you been thinking about starting your own business? Maybe you’ve caught yourself daydreaming about starting your own small business...
Trump Accounts: 4 Million Kids Enrolled, IRS Says
Key Points The IRS says more than 4 million children have been enrolled in tax-advantaged Trump Accounts, with over 1 million elections...
Millions of Borrowers Must Choose a New Repayment Plan — Here’s How to Pick
Key Points Starting July 1, 2026, the Repayment Assistance Plan (RAP) becomes the new income-driven option for federal student loan...