Have an issue with your financial adviser or considering a new one? Email questions or concerns to [email protected].
The chief financial planning nerd sees AI solutions that can significantly help financial advisors. But there are also ...
The co-founders of the influential service, technology and compliance firm for fee-only RIAs discussed how the firm is ...
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 ...
These are bad,” Jamie Hopkins said of the ads comparing CFPs to burrito scarfers and professional daydreamers.
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 ...
Look for new episodes every Thursday. Michael Kitces is "the godfather when it comes to creating content for financial advisors" to help them build their businesses, says financial coach and ...