News and Updates

Welcome everyone! Welcome to the 382nd episode of the Financial Advisor Success Podcast! My guest on today's podcast is Tyson Ray. Tyson is the CEO of FORM Wealth Advisors, a hybrid advisory firm based in Lake Geneva, Wisconsin, that oversees approximately $900 million in assets under management for just over 800 client households. What's unique Read More... The post #FA Success Ep 382: Helping Clients Stay The Course With A More Total Relationship Approach To Their Near-Term Cash Flow Needs, With Tyson Ray first appeared on Kitces.com .

Broadly speaking, there are 2 models of working as a financial advisor: operating independently as a firm owner or with a large affiliate platform such as a wirehouse broker-dealer, independent broker-dealer, or larger corporate RIA. Deciding which model to work under is a key moment in beginning or evolving a career as an advisor. In the Read More... The post Assessing Payouts And Platform Fees For Profitability When Choosing An Independent Advisor Platform To Affiliate With first appeared on Kitces.com .

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that CFP Board announced that it has crossed the milestone of 100,000 CFP professionals in the United States, and despite having just celebrated its 50th anniversary last year, just set a record high in the number of advisors sitting Read More... The post Weekend Reading For Financial Planners (April 20-21) first appeared on Kitces.com .