Kitces Research News Today

While advisor wellbeing is roughly on par with the U.S. population, some 20% of advisors are “struggling."

Question: I am new to investing and looking for a financial adviser. Do you have any advice for me? Answer: Plenty of people go to advisers with little to no...

The November 2023 edition of the latest in #AdvisorTech kicks off with the news that Practice Intel has launched a new "growth platform."

The October 2023 edition of the latest in financial #Advisortech kicks off with the news that Altruist is eliminating its monthly fee.

A certified financial planner, or CFP, is a specialized type of financial planner who has met the certification requirements of the CFP Board, and they’re bound by a fiduciary duty.

The August 2023 issue of the latest in #AdvisorTech kicks off with the news that Wealth.com has launched an AI-driven 'legal assistant.'

The July 2023 issue of the latest in financial #AdvisorTech kicks off with Pershing's launch of its 'Wove' advisor tech platform.

Breaking up is hard to do, and it's even harder for financial advisors who feel the need to break up with active clients.

Financial planning ranges from budgeting to more complex areas such as investing for retirement and estate planning for the distribution of your assets.

/PRNewswire/ -- Holistiplan, a tax planning technology solution for financial professionals, today announced that their advisor client base has surpassed...