HeyJaredAdam Van Deusen
- Indexed articles, last 90 days
- 3
- Latest publication
- Jul 31, 2026
- Outlet visibility, for Kitces
- Top 50M sites
- Earliest in this view
- Jul 17, 2026
Latest articles
Weekend Reading For Financial Planners (August 1–2) (opens the original)
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Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that a recent survey of wealth management firms finds that while the number of respondents who have Artificial Intelligence (AI) as a dedicated tech budget line item increased from 14% to 67% in the past year,Read More... The post <a href="https://feeds.feedblitz.com/~/965084642/0/kitcesnerdseyeview~Weekend-Reading-For-Financial-Planners-August-%e2%8
Weekend Reading For Financial Planners (July 25–26) (opens the original)
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Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that Treasury Department officials this week expressed concern about various "tax alpha" investment strategies, including Section 351 exchanges, "box-spread" ETFs, funds designed to generate ordinary losses, and ETFs that trade in and out of other ETFsRead More... The post <a href="https://feeds.feedblitz.com/~/962673995/0/kitcesnerdseyeview~Weekend-Re
Weekend Reading For Financial Planners (July 18–19) (opens the original)
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Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that Charles Schwab's annual RIA benchmarking study found that firms continued to post strong overall growth in AUM (17%) and revenue (13.2%), alongside a continued 97% client retention rate. That said, results varied across firms (particularlyRead More... The post <a href="https://feeds.feedblitz.com/~/960766502/0/kitcesnerdseyeview~Weekend-Reading-Fo
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Top 50M sites
For Kitces, the outlet · Measured Aug 1, 2026
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