New developments in AI for the wealth management industry hold great promise, but one of those promises has leaders more skeptical: the AI software that promises to beat the markets with ...

Michael Kitces and Ben Henry-Moreland analyze whether new AI financial advisor offering can overcome the perennial client ...

If you look at the top 100 technology vendors in the wealth management industry, most are selling their products based on cost efficiency and time savings. But advisory firms that are buying tech for ...

Welcome back to the 256th episode of the Financial Advisor Success Podcast! My guest on today's podcast is Vincent Barbera. Vince is the founder of Newbridge Wealth Management, an independent RIA ...

Michael Kitces and Alan Moore knew that if they built a tool for advisors wishing to charge financial planning fees, many fee-only advisors would flock to use it. But would advisors also fund ...

As published recently in their annual report by the financial blog, Kitces, pricing in finance is dominated by one model above all others: Assets Under Management (AUM). This is a fee structure that, ...