Why Michael Kitces is speaking out against the CFP Board
Continuing education providers — including the largest professional organization for planners and one of the field's most influential entrepreneurs — are ...
Sunday, May 3, 2026
Tag: Kitces
The Remarkable Liquidity Of Financial Advisory Firms When Planning Your Own Advisor Retirement: Kitces & Carl 188
Advisors approaching retirement often face a fundamental planning challenge: how to convert the value of their firm into a reliable ...
Communicating The Value Of Financial Planning That Clients Don’t Come For In The First Place: Kitces & Carl 186
Financial advisors often describe their value in terms of investment performance, tax efficiency, or comprehensive planning. Yet, when asked what ...
The 4 Components Of Senior Advisor Satisfaction: Structuring Compensation, Workload, And More For Long-Term Retention (Latest From Kitces Research)
Senior advisors occupy a uniquely high-impact role within advisory firms. Typically responsible for leading client relationships, driving business development, and ...
What drives financial advisor well-being? Kitces has answers
Financial advisors were more likely to report being happy with their jobs than in the previous study by Michael Kitces' ...
Why Advisor-Led Marketing Becomes Harder As Firms Grow – And How To Sustain Organic Growth (Latest From Kitces Research)
In recent years, advisory firms have faced a persistent slowdown in organic growth, with average RIA growth rates declining from ...
Michael Kitces’ new AdvisorEconomics provides benchmarking
In the past, annual benchmarking studies offered advisors insights into the inner workings of similar firms, but did so in ...
Kitces, Lockshin discuss estate planning and fees
The wealth management industry's traditional fee model is blocking more financial advisors from providing valuable tax and estate planning services ...
Helping Retired Clients To Actually Start Spending And Enjoying Their Money: Kitces & Carl Ep 178
Entering retirement often signals a profound shift in an individual's philosophy, time, and goals. This new chapter is a culmination ...
Ways To Say No To Avoid Making Yourself Too Busy: Kitces & Carl Ep 177
As financial advisors progress in their careers (and lives), their attention is often pulled in many directions as opportunities present ...
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