Michael Kitces is an American financial planner, commentator, speaker, and educator. He frequently contributes to industry publications, publishes a blog and newsletter for advisors, is the practitioner editor of the Journal of Financial Planning, and is a partner in a financial advisory firm.
US adviser and industry heavyweight Michael Kitces gives his thoughts on the economics of growth in advice firms across the world.
Michael KitcesMay 28, 2019
The roots of financial planning are in insurance agents and stockbrokers who sought out a way to deliver better advice and guidance to their clients. Similarly, the roots of financial planning education have long been in “adult education” certificate programs that took experienced and active advisors back to school to gain the educational knowledge they […]
Michael KitcesApril 30, 2014