What Is QuestBridge? Get Matched With Top Schools
Quick Summary Provides access to top schools for high-achieving, lower-income students Free to apply to top colleges Strong community...
Treasury Department Takes Over Student Loan Collections From Dept Of Education
Key Points Department of Education is transferring responsibility for defaulted student loan collections to the Department of Treasury....
Communicating The Value Of Financial Planning That Clients Don’t Come For In The First Place: Kitces & Carl 186
Financial advisors often describe their value in terms of investment performance, tax efficiency, or comprehensive planning. Yet, when...
A 5-Step Framework To Get More Out Of Discovery Meetings And Uncover What Clients Really Want
Financial advisors often begin new client relationships with a long checklist of logistical onboarding tasks – transferring accounts,...
Leveraging Technology To Rapidly Scale Growth Delivering Financial Planning To Next-Generation Clients: #FASuccess Ep 481 With Adam Dell
Welcome everyone! Welcome to the 481st episode of the Financial Advisor Success Podcast! My guest on today’s podcast is Adam Dell....
The 4 Components Of Senior Advisor Satisfaction: Structuring Compensation, Workload, And More For Long-Term Retention (Latest From Kitces Research)
Senior advisors occupy a uniquely high-impact role within advisory firms. Typically responsible for leading client relationships, driving...
Best Student Loan Refinance Rates for March 19, 2026: Credible Leads At 3.67%
Student loan refinance rates have held relatively steady to start the month of March. As of March 19, 2026, student loan refinance lenders...
Weekend Reading For Financial Planners (March 14–15)
Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with the news...
Roth Conversion Ladder Explained For FIRE
Key Points A Roth conversion ladder lets early retirees access traditional retirement funds before age 59½ without the 10% early...
Why Clients Hire “Human” Advisors In The Age Of AI: How Advisors Can Positively Influence Clients’ Emotional States
Technology presents a dual-edged sword for financial advisors. On the one hand, technology can make the advisor’s job easier by...