In|Vest West 2018 Direct

For some RIAs — particularly those that focus on financial planning — adopting a flat-fee structure can make more sense than a traditional AUM-based model.

In a milestone shift, Vanguard overtakes BlackRock, with nearly $4.4 trillion in exchange-traded fund assets.

Martin Moll is a board member and investor in Breakaway Advising, a company that aims to bring joy to accounting for both advisors and their clients through super bookkeeping and advising services.

Christopher Cornella is the vice president of business development at US Professional Funding and US Medical Funding, specializing in commercial financing solutions for businesses nationwide with start-ups, acquisitions, expansions, refinancing, working capital, equipment, etc. He has a particular focus on helping accounting and tax firms access the capital they need to grow, modernize, and thrive.

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

Viacheslav Brui is a Data & AI Practice Manager with over 14 years of experience in the IT industry. He began his career as a Data Engineer and has since worked with both large global IT service companies and boutique consulting firms. Today, he leads the development of data and AI capabilities, helping organizations define and execute their data strategies.

Viacheslav specializes in AI transformation initiatives, supporting companies in moving from experimentation to scalable, business-driven adoption of AI. 

The number of private tax-advantaged foundations and the amount of assets contained in them has reached nearly $2 trillion, even as the administration considers imposing new taxes.

Nearly two years into a pilot program designed to test remote inspections of brokers' residential and other remote offices, FINRA feels comfortable enough with the results to push for a permanent policy.

Iffi Wahla is a second-time founder serving as co-founder and CEO of Edge, an HR tech platform focused on transforming the hiring landscape through solutions that aim to make talent acquisition quicker, more accessible, and effective for organizations everywhere. With insights gained from launching and growing his initial startup, where he built skills in team leadership and scaling operations, Iffi now channels that expertise into Edge's goal of changing the future of work. Dedicated to fostering a more equitable job market, he incorporates AI-driven tools and user-friendly interfaces to bridge gaps between employers and candidates, ultimately supporting broader economic advancement.

The latest Financial Advisor Confidence Outlook (FACO) finds advisor sentiment turned slightly pessimistic again this month as financial planners looked for ways to insulate clients' portfolios from global economic shocks.