Michael Kitces

Gen Y Planning's Sophia Bera details why she uses a one-page financial plan and an action checklist – not comprehensive financial planning software – to deliver ongoing financial planning value to her next-generation...

Financial journalist Jason Zweig shares his perspective on the financial services industry based on his nearly 25 years of covering it.

Ballast Point Financial Planning's Shawn Tydlaska explains the structure behind his blended model of charging a $5,000 annual retainer plus 10 basis points for clients with net worths above $2 million.

Summerhill Wealth's Olivia Summerhill explains how she’s focused her practice on ultra-high-net-worth divorcees, allowing her to set her fees high and commit to working with no more than five active clients at any time.

Dave Yeske, co-founder of Yeske Buie, details the way he has blended together academic financial planning research with the practice of financial planning.

Simply Paraplanner's Alex Hopkin details what paraplanners do to make an advisory firm more efficient and effective.

Kristin Harad shares her tips on how advisors can find the right target market to focus on when they’re not sure which one to pursue.

Legacy Investment Planning's Sten Morgan details in depth his "the advisor is the product" philosophy.