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 ...

The pool of potential desirable clients—those age 45 to 64—is declining, and the cost for acquiring one is increasing. These two trends, noted in a report by industry consultant Michael Kitces, are ...

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 ...

Michael Kitces and Ben Henry-Moreland analyze whether new AI financial advisor offering can overcome the perennial client ...

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 ...