Practice Management

Embrace difference as an opportunity and invitation to learn, grow and develop.

It’s difficult to overstate the impact of the ACA on the American health care system.

Investors don’t always seek out professional assistance. It’s time to change that.

Until an advisor can identify who they are serving and how they want to serve them, they cannot begin to build out a proper technology stack.  

Co-founder Michael Kitces said the XY Planning Network was hiring Duane Thompson to help advocate for fiduciary standards on the state level after an appellate court ruled against its suit concerning Regulation Best Interest.

Why is working together so difficult for many advisors?

Turn your clients’ worries into workable actions.

The SEC's guidance comes weeks after news reports indicating that many firms were failing to properly disclose prior issues and stresses that firms cannot omit the disciplinary section, regardless of the answer they give.

These verbiage mistakes can kill your positioning, make you seem pushy or showcase a sales-first mentality.