Michael Kitces

Josh has leveraged his experiences as a small business owner to give him a unique perspective while transitioning into financial planning as a second career.

Nine in 10 advisors view change as a liability, but a lack of innovation can lead to growth problems, say Joe Duran and Michael Kitces, in their newest podcast series.

Harold Evensky wrote the book on holistic goals-based wealth management in 1997.

Hilary Hendershott uses traditional financial planning, a coaching program and a podcast to serve her clients and help empower women.

There is a difference between simply giving better client service and a truly distinct client experience.

Stacy Francis works with women who were recently widowed or going through a divorce.

Ironstone's Andrea Schlapia explains why all advisory firms should take one day a month to close their doors to clients and solely work on the business instead of in the business.

It's actually a problem if too many clients say yes to your advisory fee pricing. Jim Stackpool explains.