Nerd's Eye View | Kitces.com
Commentary from Michael Kitces on Financial Planning News & Strategies
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Latest posts
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Will 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 in the world of technology solutions for financial advisors! This month's edition kicks off…
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Weekend 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 platform finds that many firms are looking beyond AUM to track their growth (at a time when market-driven…
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Value-Based Pricing For Financial Planning And Charging As Much As The Market Will Bear: Kitces & Carl 202
The 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 be able to explain (and justify) the value of their advice to new clients. Over time, many advisors find ways…
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New 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 Investing
Given 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 other advances, in recent years certain tax-aware investment…
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The Path From (Unpaid) Intern To CEO Of A $3.4 Billion Advisory Firm: #FASuccess Ep 513 With Neela Hummel
Welcome 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 RIA based in Santa Monica, California, that oversees $3.4 billion in assets under management for…
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The 16 Best Financial Advisor Conferences To Attend In 2027
The world of financial advisor conferences has evolved tremendously over the past 15 years. Yet while conferences were punctuated by a great pause due to COVID, the underlying shifts are driven more by how the growth of the internet is still reshaping both the ways that advisors…
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Weekend 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 advice increased, while trust in Artificial Intelligence (AI)-powered…
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Beyond Google Reviews: A Two-Pronged Online Review Approach Balancing Marketing Impact With Compliance
When 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 options for advisors, but determining whom to trust – even enough to schedule an introductory…
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Winning Clients And Moving ‘Upmarket’ By Being Confident In Telling Your Value Story: #FASuccess Ep 512 With Chris Smith
Welcome 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, design, and implementation firm that works with financial advisors, teams, and firms. What's…
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Why Profitability Matters For Client Service: Using Per-Client Revenue To Identify When To ‘Graduate’ Clients
While 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 business and the source of a firm owner’s livelihood. Amidst this backdrop, it’s important for firm owners to pay close…
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Weekend Reading For Financial Planners (October 17–18)
Enjoy the current installment of "Weekend Reading For Financial Planners" – this week’s edition kicks off with the news that a survey by Vanguard of investors on its platform found that many of those who have engaged with Artificial Intelligence (AI) tools for money management…
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When Keeping Your Options Open Is Riskier Than Making A Commitment: Kitces & Carl 201
One can argue that financial planning is, at its core, about navigating different choices and trade-offs. Some decisions can have outsized practical, financial, and emotional impacts, such as when to retire, quit a job, or start a business. Succeeding and failing will each bring…