4th Quarter 2023 Economic And Market Outlook: Labor Market, Inflation, And Geopolitics
Niels Bohr famously observed that "Prediction is very difficult, especially if it's about the future!" The sentiment is especially poignant when it comes...
Weekend Reading For Financial Planners (January 6-7)
Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that comment letters submitted...
The Future Of Financial Advice: How Tech and Approaches In 2030 Will Differ From Today
Professional service industries tend to evolve over time as the regulatory environment evolves and new technologies emerge. For instance, the financial advice industry...
When Being In Business With Your Spouse Doesn’t Work Out
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Please contact your Firm's Group AdminIAR CE is only available if your organization contracts with Kitces.com for the credit. Please contact your firm's...
Using ‘Magic Wand’ Questions To Help Clients Articulate Financial Needs And Goals (That They Otherwise Struggle To Express)
In initial discovery meetings, financial advisors face the challenge of eliciting specific goals from new clients – a crucial step for crafting a...
Kitces & Carl Ep 129: How Autonomy, Experience, And Team Drive Advisor Wellbeing
As the beginning of the new year invites a fresh start, it's a fitting time to reflect on our own wellbeing and the...
