The self-proclaimed planning nerd said the soft skills needed to talk clients about retirement are more important than ever.

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 ...

Buckingham Wealth Partners is increasing its nerd quotient by hiring Michael Kitces, the firm announced Thursday. Buckingham could also benefit from the association – Mr. Kitces’ blog draws about ...

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 ...

Few individuals in the wealth management industry have a name that holds as much significance as Michael Kitces. Many undoubtedly recognize him from his website, Kitces.com, his industry-leading ...

The latest study by The Kitces Report of advisors' well-being found five key drivers of their happiness with work — and many firms are falling short.

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, ...

SACRAMENTO, CA, UNITED STATES, January 22, 2026 /EINPresswire.com/ — Atlas Park Consulting, a leading provider of Operations Consulting and fractional Chief ...

Michael Kitces has joined Brightscope Inc.'s advisory board. Mr. Kitces, partner and director of research at the Pinnacle Advisory Group Inc., and a well-known industry speaker, blogger and social ...

Welcome back to the 202nd episode of Financial Advisor Success Podcast! My guest on today’s podcast is Pam Capalad. Pam is the founder of Brunch & Budget, a financial planning and coaching firm based ...