At 63 years old, I am concerned over my retirement income. I retired at 60, with a passive income of about $45,000 per year, ...

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

The co-founders of the influential service, technology and compliance firm for fee-only RIAs discussed how the firm is ...

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

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 ...

A wide-ranging conversation with Michael Kitces covering niche practices, fees, brands and RIA valuations. Ben Harrison joins Jeff and Bruce to chat about the goings-on at Pershing, the INSITE ...

State taxes also take a bite out of Jeanne's winnings. Ohio taxes lottery income at 3.5%, which means Jeanne will owe around ...

In this 'hybrid' video-based article, Michael Kitces and John Bowen, CEO and founder of CEG Worldwide and CEG Insights (formerly Spectrem Group), dive into CEG's extensive data on what HNW ...

With the right tech stack and structured service model, advisory firms can deliver highly specialized services while optimizing efficiency and economics.

Look for new episodes every Thursday. Michael Kitces is "the godfather when it comes to creating content for financial advisors" to help them build their businesses, says financial coach and ...