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 ...

Michael Kitces, director of research for investment advisory firm Pinnacle Advisory Group, co-founder of the XY Planning Network for financial planners, founder of the popular Nerd’s Eye View blog at ...

Industry thought leader Michael Kitces released new survey research on Monday showing the revenue “sweet spot” at small advisories relies more on fewer practitioners leveraging delegation than adding ...

A decade after launching the XY Planning Network, co-founders Michael Kitces and Alan Moore are trying to stay true to its original mission while avoiding becoming victims of their success. Their ...

Kitces.com, the namesake website of financial planning industry thought leader Michael Kitces, has announced a new virtual event to help investment advisor representatives get to grips with updated ...

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 ...