Independent advisors will not be 'left behind' for refusing to adopt AI, argue tech-forward leaders and XYPN co-founders ...

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.

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 ...

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 ...

“There definitely can be some cost efficiencies in arranging, or particularly running, private investments for clients,” says ...

These are bad,” Jamie Hopkins said of the ads comparing CFPs to burrito scarfers and professional daydreamers.