Financial advisor podcast duo Michael Kitces and Carl Richards discuss advisors going independent during XYPN Live in Minneapolis, Minnesota, on Oct. 16, 2024. There's a growing concern among advisors ...

While advisors strive to grow their business, an unfortunate consequence of that growth is the very clients who helped make the firm successful could be the ones costing it money, warned advisor ...

Three-advisor "triangle" teams are the structures used by the most productive advisor firms, offering more efficiency than models that rely on one-on-one client service or larger planning teams, ...

Welcome, everyone! Welcome to the 79th episode of the Financial Advisor Success Podcast! My guest on today’s podcast is Anjali Jariwala. Anjali is the founder of FIT Advisors, a niche advisory firm ...

When it comes to the great wealth transfer, it should come to no surprise that firms are doing all they can to figure out how to cater to the next generation. For some advisors, it’s a priority.

Welcome, everyone! Welcome to the 77th episode of the Financial Advisor Success Podcast! My guest on today’s podcast is Tanya Rapacz. Tanya is the co-founder of the Partnership Resource, a consulting ...

Suzanne Siracuse, left, and Michael Kitces speak Tuesday, Oct. 28 at ADVISE AI in Las Vegas. Most financial advisors are still in the "collective dabbler" stage when it comes to adopting artificial ...

ATLANTA, Aug. 14, 2024 /PRNewswire/ -- Blue Vault today announced that renowned speaker, educator, and financial planner Michael Kitces will headline the Blue Vault Alts Summit 2025. The Summit will ...

A 58-year-old client came to financial planner Michael Kitces’ office seeking a plan that would allow him to retire at age 65 with $1 million. The client headed home “retired” that very day. “He had ...

The wealth management industry's traditional fee model is blocking more financial advisors from providing valuable tax and estate planning services to clients, according to Steve Lockshin. Processing ...