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 ...

Client expectations are rising, and the competitive landscape demands operational excellence. Firms that invest in ...

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 ...

Michael Kitces spoke on AI in wealth management during a fireside chat with industry consultant Suzanne Siracuse at ADVISE AI in Las Vegas on Oct. 10. Trust — that's the big hurdle that advisors will ...

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, ...

Few individuals in the wealth management industry have a name that holds as much significance as Michael Kitces. Many undoubtedly recognize him from his website, Kitces.com, his industry-leading ...

Buckingham Wealth Partners is increasing its nerd quotient by hiring Michael Kitces, the firm announced Thursday. Buckingham could also benefit from the association – Mr. Kitces’ blog draws about ...

Welcome back to the 89th episode of the Financial Advisor Success podcast. This week’s guest is Ric Edelman. Ric is the founder and executive chairman of Edelman Financial Services, a mega-independent ...