Michael Kitces

Independent advisors will not be 'left behind' for refusing to adopt AI, argue tech-forward leaders and XYPN co-founders Michael Kitces and Alan Moore.

The co-founders of the influential service, technology and compliance firm for fee-only RIAs discussed how the firm is evolving — but also staying the same.

"When you ask someone what their goals are for retirement in 10, 20 or 30 years, the truth is most people don’t even know what’s possible in the first place," Michael Kitces says.

Do RIAs still have a clear advantage when it comes to modern planning software?

Michael Kitces, co-founder of XY Planning Network, says the group is mulling its options after a federal court struck down the organization’s lawsuit against the SEC rule.

The company's new service provides leads — and now phone calls — from its 65-million person audience to advisors.

Under Lauren Schadle’s tenure, the association rolled out its OneFPA initiative while also dealing with declining membership.

Once derided as fringe and unsustainable, advisors are finally accepting the business model.

Many advisors can make the switch from a traditional office to one right down the hallway — but it comes with its own set of ground rules.

The high-profile industry personality is leaving Pinnacle Advisory Group after 17 years.