While advisors strive to grow their business, an unfortunate consequence of that growth is the very clients who helped make the firm successful could be the ones costing it money, warned advisor ...

That was among the findings explored during Michael Kitces' presentation, "Trends in Advisor Technology: The Latest from Kitces Research," at Future Proof in Huntington Beach, California, on Monday.

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 ...

Industry thought leader Michael Kitces released new survey research on Monday showing the revenue “sweet spot” at small advisories relies more on fewer practitioners leveraging delegation than adding ...