Difficult personal experiences led the founder of virtual firm YGC Wealth to become the first strategic advisor to BestFarewell, a technology start-up that aims to help grieving families process and organize end-of-life planning documents.

Kitces Marketing Summit 2026 organizers Michael Kitces and Taylor Schulte lined up a half dozen speakers who shared accessible organic growth strategies.

He and planner Taylor Schulte led a group of speakers presenting a trove of "deliverables" and actionable takeaways from the Kitces Marketing Summit.

Talking about the importance of one type of tax planning or another is far different from implementing all of those strategies across the industry.

The rankings of the fastest-growing RIAs over the past 12 months, compiled by AdvizorPro, highlight key nuances of the channel's rapid expansion.

FIS regularly hears from RIAs and banks with wealth management departments about the need to have better mobile apps and other digital doorways to their services. A new partnership with InvestCloud is designed to provide just that.

Financial planners and organic growth experts understand why some may hesitate to start posting videos. But the benefits far outweigh any risk of embarrassment.