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Financial Advisor Success
- Ep 384: Growing An Advisor Career From (Bank) Assistant To Partner While Also Growing A Family with Hannah Provost May 7, 2024Hannah Provost is a partner and financial advisor at Lomanto Provost Financial Advisors, a hybrid advisory firm based out of New York State that oversees approximately $150 million in assets under management for 380 households. Hannah's unique journey in finance began with retail banking, progressing from lending and teller roles to a bank-based financial advisor, […]Michael Kitces
- Ep 383: Leveraging YouTube Videos To Organically Grow 9X To $750M In Just 5 Years with Troy Sharpe April 30, 2024Troy Sharpe is the Founder and CEO of Oak Harvest Financial Group, an RIA based out of Houston that oversees $750 million in assets under management for 1,000 households. Troy's firm uniquely grew its AUM from $85 million to $750 million in five years by focusing on organic growth through diverse marketing strategies, including a […]Michael Kitces
Investopedia
- What Are the 401(k) Beneficiary Rules? July 18, 2022You can designate a wide range of heirs for your 401(k)Matt Ryan Webber
- Investing Options for Roth IRAs From Betterment April 1, 2022Betterment’s Core portfolio is a good starting point for a Roth IRAMatthew Johnston
NY Times Economix
- Biden Condemns Antisemitism at Holocaust Remembrance Ceremony May 7, 2024The president used the Oct. 7 Hamas attack on Israel to underscore the threat that Jewish people still face after the Holocaust.Reuters
- WordleBot: Your Daily, Personalized Wordle Score May 7, 2024First, play today’s Wordle. Then come here.Josh Katz and Matthew Conlen
- Spelling Bee Buddy: Personalized Hints That Update as You Play May 7, 2024Customized hints that update based on your progress in today’s puzzle.Neil Berg, Matthew Conlen, Josh Katz, Aaron Krolik, Eve Washington and Eden Weingart
- Just What Kind of a Third-Party Candidate Is R.F.K. Jr.? May 7, 2024Categorizing previous third-party bids helps us understand where he fits in and where he might wind up.Nate Cohn
- Flashback: Your Weekly History Quiz, April 27, 2024 May 6, 2024Can you sort 8 historical events?
CNBC
- Food startup Hungryroot uses AI to reduce waste, a major climate offender May 7, 2024
- Stocks making the biggest moves midday: Disney, Nvidia, Ferrari, Datadog and more May 7, 2024
- Panera says it is phasing out its controversial Charged Lemonade nationwide May 7, 2024
- How a strained consumer 'plays right into' the hands of this discount retailer May 7, 2024
- TikTok sues U.S. government, says ban violates First Amendment May 7, 2024
- Amgen, newer rivals could threaten Novo Nordisk and Eli Lilly's weight loss drug dominance May 7, 2024
- New York tops the list of the 50 richest cities in the world May 7, 2024
- 'The 30-year fixed-rate mortgage is a uniquely American construct,' analyst says. Here's why May 7, 2024
- Don’t forget to do this one thing before writing your resume, says ex-Nvidia recruiter May 7, 2024
- Apple announces new iPad Pro with M4, iPad Air tablets May 7, 2024