When Clients Use AI To Challenge Your Advice: How To Respond To Deepen Engagement
The traditional view of financial planning is that advisors are experts, who learn a specialized base of technical knowledge (e.g., CFP...
Best Student Loan Rates for June 2, 2026: Abe Leads At 2.54%
Student loan rates have held steady while lenders have positioned themselves with their low headline rates leading into peak student loan...
Real-Time FAFSA Result Launch: What Students And Financial Aid Offices Need To Know
The U.S. Department of Education rolled out real-time FAFSA processing on May 31, 2026, ending the multi-day wait that students and...
Getting Your (Virtual) Team’s Best Work Through Steward Leadership On The Growth Path To $500M: #FASuccess Ep 492 With Mary Chapman
Welcome everyone! Welcome to the 492nd episode of the Financial Advisor Success Podcast! My guest on today’s podcast is Mary Chapman....
College Pricing Black Box: How Colleges Inflate the Cost of a Degree
Key Points The published “sticker price” of a college rarely matches what a family pays, and the gap is shaped by financial aid,...
Altruist Plans To Launch A New Corporate RIA (And More Of The Latest In Financial #AdvisorTech – June 2026)
Welcome to the June 2026 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and...
Gen Z Got Only 38% Right On A Basic Money Quiz — The Worst Of Any Generation
Americans’ financial literacy has slipped to its lowest level in a decade, according to the 2026 TIAA Institute-GFLEC Personal...
Best High-Yield Savings Rates for June 1, 2026: Up to 5%
High-yield savings account rates have held steady, with some banks even increasing their rates, to start June. As of June 1, 2026, some...
From Doom Loop to Boom Loop: A San Francisco Story
Living in San Francisco since 2001 is a surreal experience. I arrived a year after the dotcom bubble burst, and the city felt desolate,...
I’ve Done Over 20 Side Hustles – Here’s How To Avoid Burnout
Are you worried that your side hustle is starting to take up too much of your time and energy? A side hustle can be exciting at first....