Independent advisors will not be 'left behind' for refusing to adopt AI, argue tech-forward leaders and XYPN co-founders ...

The chief financial planning nerd sees AI solutions that can significantly help financial advisors. But there are also ...

Dubbed Sapphire, the offering provides fee-only advisors with technology, support and resources without an asset minimum.

These two trends, noted in a report by industry consultant Michael Kitces, are making advisors’ current marketing efforts harder, and even unsustainable. According to Kitces’s report ...

Bruce and Jeff speak with forward thinker Michael Kitces, chief financial planning nerd at kitces.com. With ChatGPT pushing artificial intelligence into the mainstream, Michael walks us through ...

Michael Kitces has been in the financial space for more than two decades, serving as a financial advisor and educator who helps clients and reader improve their financial situation at all stages ...

But, Kitces stressed, "Please use 'The Force' for good and not for evil." Michael E. Kitces discussed these and other ideas in his ENGAGE presentation "Applying Behavioral Finance in Your Financial ...