At 63 years old, I am concerned over my retirement income. I retired at 60, with a passive income of about $45,000 per year, ...

The co-founders of the influential service, technology and compliance firm for fee-only RIAs discussed how the firm is ...

The chief financial planning nerd sees AI solutions that can significantly help financial advisors. But there are also ...

Dubbed Sapphire, the offering provides fee-only advisors with technology, support and resources without an asset minimum.

In a stroke of unbelievable fortune, Jeanne, a Sandusky, Ohio resident, won $15 million in the state’s 50th Anniversary ...

These two trends, noted in a report by industry consultant Michael Kitces, are making advisors’ current marketing efforts harder, and even unsustainable. According to Kitces’s report ...

Bruce and Jeff speak with forward thinker Michael Kitces, chief financial planning nerd at kitces.com. With ChatGPT pushing artificial intelligence into the mainstream, Michael walks us through ...

Michael Kitces has been in the financial space for more than two decades, serving as a financial advisor and educator who helps clients and reader improve their financial situation at all stages ...

With the right tech stack and structured service model, advisory firms can deliver highly specialized services while optimizing efficiency and economics.

But, Kitces stressed, "Please use 'The Force' for good and not for evil." Michael E. Kitces discussed these and other ideas in his ENGAGE presentation "Applying Behavioral Finance in Your Financial ...

During one advisor-focused talk, blogger Michael Kitces shared his latest research on the key performance indicators that affect the economics, growth and need for scale in advisory businesses.