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 ...

While advisors strive to grow their business, an unfortunate consequence of that growth is the very clients who helped make the firm successful could be the ones costing it money, warned advisor ...

Welcome, everyone! Welcome to the 79th episode of the Financial Advisor Success Podcast! My guest on today’s podcast is Anjali Jariwala. Anjali is the founder of FIT Advisors, a niche advisory firm ...

Three-advisor "triangle" teams are the structures used by the most productive advisor firms, offering more efficiency than models that rely on one-on-one client service or larger planning teams, ...

Welcome back to the 89th episode of the Financial Advisor Success podcast. This week’s guest is Ric Edelman. Ric is the founder and executive chairman of Edelman Financial Services, a mega-independent ...

Suzanne Siracuse, left, and Michael Kitces speak Tuesday, Oct. 28 at ADVISE AI in Las Vegas. Most financial advisors are still in the "collective dabbler" stage when it comes to adopting artificial ...

ATLANTA, Aug. 14, 2024 /PRNewswire/ -- Blue Vault today announced that renowned speaker, educator, and financial planner Michael Kitces will headline the Blue Vault Alts Summit 2025. The Summit will ...