Page 9 - Michael Kitces News Today

Stock picking isn’t dead—but for most independent advisors, it should be. The odds of achieving success are low, it’s suboptimal, and performance isn’t everything.

Exchange is coming February 5–8, so Evan Harp is talking with some of the advisors who will be there. Today’s edition is on Douglas Walters.

Here’s how to grow your practice without sacrificing excellent service to clients.

This year’s brutal market has a silver lining for tax planning.

The answer depends on the direction of inflation.

 A small group of financial advisers wants to change how their profession operates.Most financial advisers provide more than just advice; they manage client investments, earning fees or commissio

/PRNewswire/ -- XY Planning Network (XYPN) kicked off their 8th annual #XYPNLIVE conference in Denver, Colorado to celebrate the ongoing growth of independent...

A leading financial futurist on whether open-end funds will become obsolete, the value of direct indexing, “ESG 2.0,” and more.

Despite delays and glitches, the third-annual AdviceTech.Live event raises $32,000 for financial planning-related organizations.

The lack of formal codification and an accurate count of customers leaves the profession struggling with fundamental questions about identifying the true practitioners and their base of clients.