The “growthiest” firms are those that rely the least on client referrals, XYPN co-founder Michael Kitces said at the Wealth Management EDGE conference at The Diplomat Beach Resort in Hollywood, Fla.

AdvicePay secures $2M funding, targeting corporate RIAs with modernized payment solutions. Kitces and Moore address advisor payment pain points with transparent, trackable subscription service. Broker ...

Welcome back to the 200th episode of Financial Advisor Success Podcast! Our guest on today’s podcast is me, interviewed by our guest host, Alan Moore. Leading up to this milestone 200th episode of the ...

Continuing education providers — including the largest professional organization for planners and one of the field's most influential entrepreneurs — are crying foul over the CFP Board's fees. Michael ...

You can find original article here WealthManagement. Subscribe to our free daily WealthManagement newsletters. It was a morning packed with spicy wings and spicier takes from Woodgate Financial Senior ...

The Bozeman, Mont.-based XY Planning Network is dropping its legal challenge to the U.S. Security and Exchange Commission’s Regulation Best Interest. XY Planning Network (XYPN) co-founders Michael ...

Financial planning guru Michael Kitces on the future of financial advice: technology, specialization, planning versus investment guidance, and how to pay for it. “Most of us just don’t want to say ...

Kitces and Moore sued the SEC over Reg BI, aiming to protect the RIA fiduciary standard. XY Planning Partners' lawsuit challenges Reg BI, alleging it blurs lines between brokers and advisors.

Many RIAs are struggling to grow because they're fighting for clients within their own zip codes, according to advisor Michael Kitces. Advisors must differentiate their practices and focus on ...

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 ...

While it might seem improbable that the girth of the multi-billion-dollar custodial industry could be moved by the antagonistic actions of one financial adviser, there is at least potential for a ...

One of the financial advisory industry’s best-known personalities is joining forces with one of the industry’s fastest-growing firms. Processing Content Michael Kitces, a popular speaker, author of ...