The changing needs of investors—and how advisors c... The changing needs of investors—and how advisors can adapt Where do advisors add the most value for investors? How can advisors clear their ...

Financial advisors striving to grow their practice face a range of challenges. One of the most important is crafting an effective value proposition that will set an advisor apart from the competition.

In this episode of Focused on the Future, industry veteran Suzanne Siracuse sits down with Andrew Altfest, president of Altfest Personal Wealth Management and founder of FP Alpha, to explore the ...

Discover how holistic financial planning strengthens advisor-client relationships and enhances life and retirement strategies beyond number crunching.

After nearly three decades with Merrill, John Thiel left the firm and his position as the Head of Wealth Management with just one regret: the feeling that there was more to be accomplished in the ...

In the most recent 2025 Kitces Research on Advisor Technology, the top two advisor-specific notetakers (Jump and Zocks) ...

While financial advisors are spending little time on investment management, they still regard investments as a significant part of the value they provide for clients, according to a new survey.

The term financial advisor doesn’t really come close to describing the wide – and expanding – range of tasks that those who hold that title do. Client meetings, investment management, financial ...

The "in-kind" method allows investors to diversify highly appreciated stock without handing over a chunk of the profit to the ...

Learn how independent financial advisors operate.