Tag: Kitces

Financial advisors often describe their value in terms of investment performance, tax efficiency, or comprehensive planning. Yet, when asked what ...

Senior advisors occupy a uniquely high-impact role within advisory firms. Typically responsible for leading client relationships, driving business development, and ...

Financial advisors were more likely to report being happy with their jobs than in the previous study by Michael Kitces' ...

In recent years, advisory firms have faced a persistent slowdown in organic growth, with average RIA growth rates declining from ...

In the past, annual benchmarking studies offered advisors insights into the inner workings of similar firms, but did so in ...

The wealth management industry's traditional fee model is blocking more financial advisors from providing valuable tax and estate planning services ...

Entering retirement often signals a profound shift in an individual's philosophy, time, and goals. This new chapter is a culmination ...

As financial advisors progress in their careers (and lives), their attention is often pulled in many directions as opportunities present ...

While estate planning has long been an integral part of the financial planning process, most advisors' roles have historically been ...

One of the core challenges of financial planning is that it requires both in-depth technical knowledge and the ability to ...