AdvertisementAd feedback
Star the stocks you care about and follow their prices and news in one place.
Start your Watchlist
Michael Kitces is the Head of Planning Strategy at Focus Partners Advisor Solutions, co-founder of the XY Planning Network, AdvicePay, New Planner Recruiting, fpPathfinder, and FA BeanCounters, and publisher of the financial planning industry blog Nerd's Eye View.
Nov 6, 2026 · 2 min readWeekend Reading For Financial Planners (November 7–8)Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with the news that the Securities and Exchange Commission (SEC) this week adopted new…
Nov 4, 2026 · 1 min readHazards With Engaging Heirs Too Quickly: How Proactive Estate Settlement Can Disrupt Disclaimers By Triggering (Early) AcceptanceWhen a client sadly passes away, financial advisors often leap into action. In part it’s simply to provide good service and support to a grieving family. In many cases, there’s…
Nov 3, 2026 · 2 min readOptimizing A $160M AUM Solo Practice For Client Impact Over Scale: #FASuccess Ep 514 With Nick IbelloWelcome everyone! Welcome to the 514th episode of the Financial Advisor Success Podcast! My guest on today’s podcast is Nick Ibello. Nick is the founder of Ibello Wealth Management, an…
Nov 2, 2026 · 2 min readWill Advisors End Up Paying The Cost Of Orion’s New Vendor-Level Integration Fees? (And More Of The Latest In Financial #AdvisorTech – November 2026)Welcome to the November 2026 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging…Oct 30, 2026 · 2 min readWeekend Reading For Financial Planners (October 31– November 1)Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with the news that a recent survey by Charles Schwab of RIAs on its…
Oct 29, 2026 · 2 min readValue-Based Pricing For Financial Planning And Charging As Much As The Market Will Bear: Kitces & Carl 202The value of an advisor’s time is one of the core questions of building an advisory firm. After all, this value not only affects business decisions, but advisors need to…
Oct 28, 2026 · 2 min readNew IRS Guidance Disallows Some Sec. 351 Exchanges And Puts The ‘Yellow Light’ On Other ETF Strategies: How To Manage The ‘Tax Risk’ Of Tax-Aware InvestingGiven some of the frictions and costs involved with implementation, many sophisticated tax planning strategies have historically been the purview of only the wealthiest investors. However, thanks to technological and…
Oct 27, 2026 · 2 min readThe Path From (Unpaid) Intern To CEO Of A $3.4 Billion Advisory Firm: #FASuccess Ep 513 With Neela HummelWelcome everyone! Welcome to the 513th episode of the Financial Advisor Success Podcast! My guest on today’s podcast is Neela Hummel. Neela is the CEO of Abacus Wealth Partners, an…Oct 23, 2026 · 2 min readWeekend Reading For Financial Planners (October 24–25)Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with the news that a recent survey indicates that investor trust in human-provided investment…Oct 21, 2026 · 1 min readBeyond Google Reviews: A Two-Pronged Online Review Approach Balancing Marketing Impact With ComplianceWhen clients search for a new advisor, they often look for signals of competence and trust. In the world of AI-powered tools and search engines, clients can easily find nearly-endless…
Oct 20, 2026 · 2 min readWinning Clients And Moving ‘Upmarket’ By Being Confident In Telling Your Value Story: #FASuccess Ep 512 With Chris SmithWelcome everyone! Welcome to the 512th episode of the Financial Advisor Success Podcast! My guest on today’s podcast is Chris Smith. Chris is the founder of PSBLTY, a brand strategy,…
Oct 19, 2026 · 2 min readWhy Profitability Matters For Client Service: Using Per-Client Revenue To Identify When To ‘Graduate’ ClientsWhile working as a financial advisor can be attractive based on the ability to make a positive difference in clients’ lives, at the end of the day it is a…Retirely contributors share their own views. Nothing here is personal financial advice.
