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

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

08.08.2025

Alternative RIA Custody Fee Model For Better Fiduciary Alignment

Current RIA custody fee model presents fiduciary challenges for advisors, which suggests an alternative approach offers advisors better fiduciary alignment.

Kitces

08.08.2025

The Latest In Financial #AdvisorTech (August 2025)

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

08.08.2025

Helping Clients Navigate AI Career Challenges

In Kitces & Carl Podcast Ep 170, we discuss how financial advisors can support clients whose careers may be disrupted by the rise of artificial intelligence

Kitces

02.08.2025

Weekend Reading For Financial Planners (August 2–3) 2025

This weekend reading kicks off with news that NASAA has proposed a Model Rule update allowing state-registered advisors to use testimonials in their marketing.

Kitces

01.08.2025

Major Compliance Risks Advisors Face When Using AI Tools

Compliance risks advisors can face when using AI tools like Chatgpt and notetakers, and key steps to use them in alignment with regulatory requirements.

Kitces

29.07.2025

How Financial Advisors Can Say "I Don’t Know" Confidently

For newer advisors, not knowing how to answer a question can be daunting. Here's how to say "I don't know" with confidence, and still build trust with clients.

Kitces

29.07.2025

Getting A Flow Of New Clients From Centers Of Influence

#FASuccess Podcast Ep 447 with Dan Allison on how he coaches advisors to generate more leads from Centers Of Influence by building trusting relationships.

Kitces

29.07.2025

Nerd's Eye View 2025 Blog Reader Survey

We strive to improve the Nerd’s Eye View blog for our readers to make it an increasingly valuable knowledge source for financial advicers! Take the 2025 survey.

Kitces

29.07.2025

Weekend Reading For Financial Planners (July 26–27) 2025

This weekend reading kicks off with Charles Schwab’s annual RIA benchmarking study which found that median firm AUM increased 16.6% in 2024.

Kitces

29.07.2025

IS There A Future Of Financial Planning In The AI Era?

In Kitces & Carl Podcast Ep 169, we discuss how AI will reshape the tasks advisors perform and the value they bring to client relationships.

Kitces

29.07.2025

Attracting Ultra-HNW Clients With Alternative Investments

#FASuccess Podcast Ep 448 with Monish Verma on how his firm goes deep evaluating alternative investment opportunities to serve a high-net-worth clientele.

Kitces

29.07.2025

Breaking Down The “One Big Beautiful Bill Act” (OBBBA)

Analyzing tax planning implications of the "One Big Beautiful Bill Act" (OBBBA), signed into law on July 4, 2025, following sunset of the Tax Cuts and Jobs Act.

Kitces

29.07.2025

Weekend Reading For Financial Planners (July 19–20) 2025

This weekend reading kicks off with a recent survey which found only 38% of investors reported considering time savings when signing up for financial advice.

Kitces

29.07.2025

Why Risk Tolerance Questionnaires Are Powerful For Lead Gen

Instead of using Risk Tolerance Questionnaires to assess clients, RTQs can be most effective as a lead generation tool with investment-focused prospects.

Kitces

16.07.2025

Getting Known In Your Local (Facebook Group) Community

#FASuccess Podcast Ep 446 with Misty Lynch on how she grew by being recognized as a financial planning expert within Facebook groups for ideal target clients.

Kitces

15.07.2025

Finding The Right Balance Of Client Touchpoints To Boost ROI

How financial advisors can find the right balance of personalization, types and frequency of client touchpoints to boost ROI without overextending themselves.

Kitces

12.07.2025

Weekend Reading For Financial Planners (July 12–13) 2025

This weekend reading kicks off with news that the SEC is moving ahead with a plan to raise the $100M regulatory assets under management threshold for SEC registration.

Kitces

11.07.2025

Do You Have To Go Deep With New Clients In First Meeting?

In Kitces & Carl Podcast Ep 168, we discuss the pros and cons of holding financial psychology conversations early in the client (or prospect) relationship.

Kitces

10.07.2025

Key Questions To Reframe Client Issues Into Collaboration

An effective meeting can help clients move from passive acknowledgment of issues to active engagement, building both the desire and confidence for change.

Kitces

09.07.2025

Leveraging Educational YouTube Videos To Drive New Clients

#FASuccess Podcast Ep 445 with James Conole on how his firm has experienced massive growth by attracting clients who have engaged with his YouTube videos.

Kitces

08.07.2025

The Latest In Financial #AdvisorTech (July 2025)

Advisor Technology July 2025 kicks off with news that Wealthbox has sold a $200M majority stake to PE investors, accelerating its plans to move upmarket.

Kitces

05.07.2025

Weekend Reading For Financial Planners (July 5–6) 2025

This weekend reading kicks off with news that Congress has passed highly anticipated tax legislation, making ‘permanent’ the lower individual tax rates enacted.

Kitces

03.07.2025

2025 Mid-Year Market Outlook: 9 Key Questions

An analysis of 9 key questions relevant for upcoming client conversations, from potential economic and market impact of tariffs, and 7 charts to show them.

Kitces

02.07.2025

Going Deep With Business Owners And Real Estate Investors=

#FASuccess Podcast Ep 444 with Libby Greiwe

Kitces

01.07.2025

First Look At New Kitces Members Section (State Of The Blog)

Kitces State of the Blog: A new members section, Directors Of Financial Planning (DFP) Community, newest Discovery Meetings course, and IAR CE intensives.

Kitces

28.06.2025

Weekend Reading For Financial Planners (June 28–29) 2025

This weekend reading kicks off with a study finding that while firms have seen AUM growth, strong market performance might be masking organic growth challenges.

Kitces

27.06.2025

Are Financial Advisors Less Happy Working With HNW Clients?

In Kitces & Carl Podcast Ep 167, we explore how advisors can productively navigate the personal and philosophical distance between themselves and their clients.

Kitces

26.06.2025

Helping Clients Understand When They Have Enough Retirement Savings To "Coast FIRE"

How advisors can help clients understand when they have enough retirement savings to "Coast FIRE", and keep working without having to contribute more.

Kitces

25.06.2025

Going Deep With Business Owners And Real Estate Investors

#FASuccess Podcast Ep 443 with Griffin Kirsch on growing AUM to $200 million in 5 years with high-touch planning for business owners and real estate investors.

Kitces

24.06.2025

11 Reasons Why People Hire Financial Advisors

11 core motivators that influence how prospects choose and why people hire financial advisors, and how advisors can communicate that value to prospects.

Kitces

21.06.2025

Weekend Reading For Financial Planners (June 21–22) 2025

This weekend reading kicks off with news that Senate Republicans released their version of major tax legislation.

Kitces

19.06.2025

Liability Of Inadvertent Tax Advice (And How To Avoid It)

Understanding the difference between tax planning and tax advice is crucial for advisors seeking to stay on the right side of this liability line.

Kitces

18.06.2025

Attracting Like-Minded Clients By Being Vocal About Issues

#FASuccess Podcast Ep 442 with David Bahnsen on how his firm attracts $100 million in new client assets per month thanks to commentary on investment markets and (divisive) issues like politics.

Kitces

17.06.2025

How Financial Advisors Actually Charge For Their Services

For firms evaluating pricing strategies, considering how other financial advisors charge can provide useful insights. Kitces Research on AUM fees, and more.

Kitces

14.06.2025

Weekend Reading For Financial Planners (June 14–15) 2025

This weekend reading kicks off with a survey of U.S. investors which found that while 96% said they trust their financial advisor, only 29% trust algorithms.

Kitces

13.06.2025

Financial Planners To Help Clients Navigate Changing Terrain?

In Kitces & Carl Podcast Ep 166, we explore discuss how advisors can bridge the gap between planning and a client’s lived experience to guide better decisions

Kitces

12.06.2025

Motivating Clients Of All Ages To Get An Estate Plan

How advisors can educate clients that everybody needs an estate plan, and how to help them overcome the logistical and emotional roadblocks that get in the way.

home›Kitces›Economy

Kitces - Economy

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

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

Alternative RIA Custody Fee Model For Better Fiduciary Alignment

The Latest In Financial #AdvisorTech (August 2025)

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

Helping Clients Navigate AI Career Challenges

Weekend Reading For Financial Planners (August 2–3) 2025

Major Compliance Risks Advisors Face When Using AI Tools

How Financial Advisors Can Say "I Don’t Know" Confidently

Getting A Flow Of New Clients From Centers Of Influence

Nerd's Eye View 2025 Blog Reader Survey

Weekend Reading For Financial Planners (July 26–27) 2025

IS There A Future Of Financial Planning In The AI Era?

Attracting Ultra-HNW Clients With Alternative Investments

Breaking Down The “One Big Beautiful Bill Act” (OBBBA)

Weekend Reading For Financial Planners (July 19–20) 2025

Why Risk Tolerance Questionnaires Are Powerful For Lead Gen

Getting Known In Your Local (Facebook Group) Community

Finding The Right Balance Of Client Touchpoints To Boost ROI

Weekend Reading For Financial Planners (July 12–13) 2025

Do You Have To Go Deep With New Clients In First Meeting?

Key Questions To Reframe Client Issues Into Collaboration

Leveraging Educational YouTube Videos To Drive New Clients

The Latest In Financial #AdvisorTech (July 2025)

Weekend Reading For Financial Planners (July 5–6) 2025

2025 Mid-Year Market Outlook: 9 Key Questions

Going Deep With Business Owners And Real Estate Investors=

First Look At New Kitces Members Section (State Of The Blog)

Weekend Reading For Financial Planners (June 28–29) 2025

Are Financial Advisors Less Happy Working With HNW Clients?

Helping Clients Understand When They Have Enough Retirement Savings To "Coast FIRE"

Going Deep With Business Owners And Real Estate Investors

11 Reasons Why People Hire Financial Advisors

Weekend Reading For Financial Planners (June 21–22) 2025

Liability Of Inadvertent Tax Advice (And How To Avoid It)

Attracting Like-Minded Clients By Being Vocal About Issues

How Financial Advisors Actually Charge For Their Services

Weekend Reading For Financial Planners (June 14–15) 2025

Financial Planners To Help Clients Navigate Changing Terrain?

Motivating Clients Of All Ages To Get An Estate Plan

home
›
Kitces
›
Economy