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 ...

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 ...

Welcome, everyone! Welcome to the 77th episode of the Financial Advisor Success Podcast! My guest on today’s podcast is Tanya Rapacz. Tanya is the co-founder of the Partnership Resource, a consulting ...

When it comes to the great wealth transfer, it should come to no surprise that firms are doing all they can to figure out how to cater to the next generation. For some advisors, it’s a priority.

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 ...

As advisers adopt ETFs, the shift from actively managed mutual funds to passive ETFs and index funds has sent mutual fund companies scrambling [MK1] to figure out what they must do to staunch the ...

The pool of potential desirable clients—those age 45 to 64—is declining, and the cost for acquiring one is increasing. These two trends, noted in a report by industry consultant Michael Kitces, are ...

What's the biggest mistake investors make when evaluating a fund? Asset allocation and effective diversification have been long-standing tenets of portfolio construction. In fact, while long credited ...

Next-generation advisors working as employees at registered investment advisor firms are encountering an unpleasant challenge, which seems to be increasing: restrictive employment agreements ...

The wealth management industry's traditional fee model is blocking more financial advisors from providing valuable tax and estate planning services to clients, according to Steve Lockshin. Processing ...

The reality about the financial advice industry today is that personalized, comprehensive advice is expensive. Per the most recent 2024 Kitces Research on Productivity, a client can expect to pay at ...