Tag: Kitces

Smaller firms can tap into marketing technologies to gain their footholds in a top-heavy and rapidly consolidating industry — but ...

When building a financial planning firm (or any business), there is a tension between personalization and optimization. On the one ...

The image of an older couple walking on a beach at sunset near a lighthouse, paired with a tagline on ...

In modern financial planning, there is an increased emphasis on engaging both partners in a client couple; reasons for this ...

Roles in the financial planning profession have always been molded in dialogue with the technology available; with each generation comes ...

Continuing education providers — including the largest professional organization for planners and one of the field's most influential entrepreneurs — are ...

Advisors approaching retirement often face a fundamental planning challenge: how to convert the value of their firm into a reliable ...

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' ...