Michael Kitces and LPL Managing Director Matt Enyedi and Logan Galli, SVP, Business Solutions, meet up in this virtual, two-part video series to discuss what is top of mind to advisors: the CARES Act and reimagining their practices amid COVID-19.
In the early ’90s at the age of 17, advisor Kashif Ahmed and his family found themselves at the center of Iraq’s invasion of Kuwait by Saddam Hussein. Here, he shares his journey out of the country.
Geometric Wealth Advisors founder Andrew Leonard discusses how he set up his practice to specialize on serving the partners of the big three strategy consulting firms, Bain, McKinsey, and BCG.
As financial advisor conferences—and the CE credits that go with them—evaporate this year thanks to COVID-19, attendance for virtual replacements is way, way up. Could this be the future of advisor events?
The latest in a recurring series of dispatches from financial advisors about their lives—and work—under quarantine.
Minoti Rajput of Secure Planning Strategies details what it really means to work with special needs families.
The CFP Board and California Lutheran University will offer scholarships to financial planning students from underrepresented communities.