Our guest on this week's podcast is Michael Kitces. Michael is a partner and the director of wealth management for Pinnacle Advisory Group, a Columbia, Maryland-based wealth management firm that ...

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 ...

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 and Alan Moore knew that if they built a tool for advisors wishing to charge financial planning fees, many fee-only advisors would flock to use it. But would advisors also fund ...

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 ...

If there’s a conversation about baseball, the New York Yankees are quick to be mentioned. When the topic is financial planning, similar logic applies to Michael Kitces—a name that’s quick to bubble to ...

There’s a well-circulated dollar amount that identifies the most successful advisors in the industry, but to be really successful, an advisor needs recurring assets under management and a clear ...