Best High-Yield Savings Rates for October 19, 2026: Up to 4.35%
High-yield savings account rates have started to rise, even at large banks, in the wake of the Federal Reserve rate increase. As of October...
Why Profitability Matters For Client Service: Using Per-Client Revenue To Identify When To ‘Graduate’ Clients
While working as a financial advisor can be attractive based on the ability to make a positive difference in clients’ lives, at the end...
What Information Prospects Actually Seek When Choosing An Advisor
A crucial part of marketing is, put simply, doing more of what works and less of what doesn’t work. But how can advisors know what is...
California Test Scores Rise Again, But Only 38% Of Students Are Proficient In Math
Key Points California’s 2025-26 test results show 49.3% of students proficient in English and 38.4% in math, both still below 2018-19...
You Won’t Be Able To Spend Your Money When You’re Old
If you wait too long to start spending your money, you will have wasted many years of unnecessary work, stress, and worry. You’ll...
10 Life-Changing Books I’m Glad I’ve Read
Are you looking for books that can change the way you live your life? Maybe you’re looking for stories that inspire personal growth or...
What Information Prospects Actually Seek When Choosing An Advisor
A crucial part of marketing is, put simply, doing more of what works and less of what doesn’t work. But how can advisors know what is...
Senate Bill Would Strip Up To $7,395 A Year In Pell Grants From Lawful Immigrants
Key Points S. 5451, introduced by Sen. Jim Banks (R-IN), would limit Pell Grants to U.S. citizens and nationals. Permanent residents,...
What Information Prospects Actually Seek When Choosing An Advisor
A crucial part of marketing is, put simply, doing more of what works and less of what doesn’t work. But how can advisors know what is...
Harvard Endowment Hits $68 Billion As 8% Endowment Tax Begins
Key Points Harvard’s endowment hit a record $68 billion after a 27.1% return in fiscal 2026. The new 8% endowment tax will cost Harvard...