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Financial Advisor Success
- Ep 395: The Rise Of Bank Financing To Fund Independent Advisor Acquisitions And Succession Plans With Dustin Mangone July 23, 2024Dustin Mangone is the Director of Investment Advisor Services of PPL Loan, a firm based out of Texas that facilitates conventional bank loans to financial advisors. Dustin's firm uniquely enables financial advisors to access bank lending—a traditionally difficult source of debt capital in the advisory industry—for financing various transactions, including RIA and independent broker-dealer acquisitions, […]Michael Kitces
- Ep 394: Launching An Administrative Family Office Practice To Deliver Your Best Support To (HNW) Clients with Christi Van Rite July 16, 2024Christi Van Rite is the Founder of White River Consultants, a firm that provides administrative family office services to 17 ultra-high-net-worth households. Christi, whose firm is on track to generate nearly $1.5M in revenue this year, offers her insights into the complexities of managing extensive personal finances. You'll learn about the four primary pillars of […]Michael Kitces
Investopedia
- No Credit Check, No Problem: You Can Still Get a Signature Loan July 26, 2024But It Will Likely Cost You Much MoreHolly Johnson
- Financial Assistance for Family Planning September 21, 2022Resources are available if you need themDaniel Thomas Mollenkamp
NY Times Economix
- WordleBot: Your Daily, Personalized Wordle Score July 26, 2024First, play today’s Wordle. Then come here.Josh Katz and Matthew Conlen
- Kamala Harris vs. Donald Trump: Latest Polls in 2024 Presidential Election July 26, 2024Our polling averages track the latest trends in the presidential race, using data from national and battleground state polls.
- Flashback: Your Weekly History Quiz, July 27, 2024 July 26, 2024Can you sort 8 historical events?
- Flashback: Your Weekly History Quiz, July 6, 2024 July 26, 2024Can you sort 8 historical events?
- Flashback: Your Weekly History Quiz, July 20, 2024 July 26, 2024Can you sort 8 historical events?
CNBC
- Bill Ackman's IPO of Pershing Square closed-end fund is postponed, NYSE says July 26, 2024
- What Kamala Harris' latest financial disclosure reveals about her investment portfolio July 26, 2024
- Apple, Microsoft among 'Magnificent Seven' stocks set to report next week. Here's what that means July 26, 2024
- Dexcom shares plunge more than 40% for worst day on record July 26, 2024
- Nvidia could be on the verge of a massive technical sell-off, chart analyst warns July 26, 2024
- Warner Bros. Discovery sues NBA to secure media rights awarded to Amazon July 26, 2024
- 'Deadpool & Wolverine' snares $38.5 million in Thursday previews, on pace for record opening July 26, 2024
- Cryptocurrencies rebound with risk assets, but ether still lower for the week July 26, 2024
- Sales of $100 million homes set to double this year as trophy properties recover July 26, 2024
- European drug regulator rejects Alzheimer's treatment Leqembi from Biogen, Eisai July 26, 2024