Advisor Technology August 2025 kicks off with Nitrogen launching a native AI meeting notetaker, the latest in existing platforms to offer embedded AI tools.

Kitces

08.08.2025

Growing To $2B AUM By Setting High Client Service Standards

#FASuccess Podcast Ep 449 with Michelle Perry Higgins on how her firm has grown to $2B AUM by setting high standards for client service (and sticking to them).

Kitces

09.08.2025

Weekend Reading For Financial Planners (August 9–10) 2025

This weekend reading kicks off with a The Ensemble Practice report finding that firms are in a period of “prosperous stagnation” with strong profitability.

Kitces

12.08.2025

How 3-Member Teams Generate The Most Per-Advisor Revenue

Findings from Kitces Research highlights that a 3-member "Triangle Team" tends to be the most effective team structure for maximizing productivity and revenue.

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Economy

The Latest In Financial #AdvisorTech (August 2025)

Growing To $2B AUM By Setting High Client Service Standards

Weekend Reading For Financial Planners (August 9–10) 2025

How 3-Member Teams Generate The Most Per-Advisor Revenue

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