Our list of "Best Conferences 2025!", and be sure to take advantage of the discount codes that several have offered to Nerd's Eye View readers! . Best in:.-Overall Planning: @FPANorCal.-Technology: @t3techhub.-Advanced Tax Planning: @AICPA Engage.and more!.

[New #WeekendReading] A recent DeVoe survey suggests that while many younger advisors seek well-defined career paths and training opportunities, many RIAs are falling short in these areas and are potentially hindering succession plans (which often languish in the planning stage).

Delivering financial planning efficiently doesn’t have to mean compromising on depth or personalization. This episode explores how a “working session” model can streamline the client experience, reduce prep and follow-up time, and still create space for thoughtful,

Using A Financial Purpose Statement To Guide Mindful Spending Decisions

Deducting Financial Planning And Retainer Fees, And The (Tax) Problem With Bundled AUM Fees

Administrative work takes a toll on advisors' wellbeing: According to Kitces Research, those looking to reduce their admin burden are more likely to see greater returns from hiring support staff than from adding efficiency-focused technology. . In this.

The limitations of advisor productivity relative to technology and how advisors can scale up instead: In the 172nd episode of Kitces & Carl, we discuss how in practice, productivity gains through technology tend to yield relatively incremental results compared to that of client

Advisors are most optimistic about AI’s potential to improve operational efficiency, even more so than its ability to increase their own capacity to serve more clients. This suggests they view AI primarily as back-office support rather than front-office assistance, despite recent

Big Raises And Lifestyle Creep – Why It’s Crucial To Establish Good Spending Habits Early

CFP Board is out with its latest 2025 Compensation Study. Similar to our Kitces Research, they find a clear lift in advisor compensation for those that have the CFP marks versus not, after you control for a wide range of other factors like years of experience, channel, and role.

How 3-member “Triangle Teams” maximize per-advisor and per-employee revenue ➡️➡️ Teams with multiple lead advisors consistently underperform 1+2 teams across both productivity measures. This includes the typical 3+2 teams: . Kitces Director of Advisor.

The Custody Rule (Rule 206(4)-2 under the Investment Advisers Act of 1940) remains one of the most misunderstood and unintuitive compliance areas for RIAs. Advisors often assume that custody only applies when they physically hold client assets. In reality, custody can be.

The 2025 Kitces Research Survey on Advisor Wellbeing is now live!   As part of our biannual Kitces Research series, we’re exploring the factors that not only make advisors more financially successful in their practices, but also what makes us happier in.

They're not waking up 2:00 in the morning wondering if my tax planning is good. They might wake up at 2:00 in the morning wondering, "Are my kids going to blow all the money that I spent a lifetime creating?" . For advisors, serving UHNW also demands a.

The current RIA custody model presents fiduciary challenges for advisors, who have no feasible way to compare the costs for their clients of different custodians they might work with to ensure clients are receiving benefits commensurate with their cost (as custodial revenue.

Did you know GSPs are natural swimmers? They’re born to dive into life’s adventures 🌊🐾.

Delivering financial planning efficiently doesn’t have to mean compromising on depth or personalization. This episode explores how a “working session” model can streamline the client experience, reduce prep and follow-up time, and still create space for thoughtful,

OBBBA Breakout Guide: Key student loan changes to know and how financial advisors can support clients throughout student loan repayment transitions ➡️ Guest authors Ryan Frailich and Ethan Miller put together this guide detailing key student loan changes

Receiving A Windfall? Stop Obsessing About Taxes And Start Obsessing About Your Life. ➡️ While prospects or clients who receive a financial windfall might be focused on maximizing the after-tax dollar value of the assets they've received, advisors can play a valuable role in.

September 2025's #AdvisorTech kicks off with the news that @RightCapitalHQ has introduced RightExpress, a feature of its financial planning software that allows advisors to create narrower single-topic financial plans for prospective clients as a way to demonstrate their value.

September 2025's #AdvisorTech kicks off with the news that @RightCapitalHQ has introduced RightExpress, a feature of its financial planning software that allows advisors to create narrower single-topic financial plans for prospective clients as a way to demonstrate their value.

September 2025's #AdvisorTech kicks off with the news that @RightCapitalHQ has introduced RightExpress, a feature of its financial planning software that allows advisors to create narrower single-topic financial plans for prospective clients as a way to demonstrate their value.