Weekend Reading For Financial Planners (November 22–23)
Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with the news...
AI Compliance: Applying Existing SEC Regulatory Frameworks To Fast-Moving Technologies
Given that the pace of technological change is often swift, regulatory bodies often struggle to keep regulations up to date amidst a...
Hiring A Director Of Talent To Shape The Development Of Next Generation Advisors (And The Lead Advisors Who Train Them): #FASuccess Ep 464 With Katie Calagui
Welcome everyone! Welcome to the 464th episode of the Financial Advisor Success Podcast! My guest on today’s podcast is Katie...
Ways Advisors Can Optimize For AI Search With A Marketing Strategy Refresh
Content marketing has long been a popular way for financial advisors to attract clients, given its ability to enhance Search Engine...
Weekend Reading For Financial Planners (November 15–16)
Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with the news...
Ways To Say No To Avoid Making Yourself Too Busy: Kitces & Carl Ep 177
As financial advisors progress in their careers (and lives), their attention is often pulled in many directions as opportunities present...
Why (Most) Advisors Shouldn’t Serve As Clients’ Trustees: Ethical Conflicts, Dual Fiduciary Duties, And The SEC Custody Rule
Financial advisors are used to having close and trusting relationships with their clients, given the advisor’s involvement in the...
5 Things to Know Before Choosing Debt Settlement
When bills pile up and monthly payments become hard to manage, using a debt settlement company might seem like the answer. These companies...
Mariner Finance and Chris Lillis Collaborate to Pack Nutritious Meals
The Mariner Finance team collaborated with Meals on Wheels, local teens, and Olympic gold medalist Chris Lillis to pack nourishing meals...
Mariner team members pack 3,600 snack bags to help ensure no student is left hungry
Rooted in Community: Mariner team members pack 3,600 snack bags to help ensure no student is left hungry on the weekends. Learn more about...