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.

The takeaway for other firms: Be explicit, clear and public about seeking women employees and creating a safe workplace for them.

These tools will revolutionize … Wait. No. These tools will help financial planning evolve.

The rule unfairly gives brokers a leg up in the marketplace, harming the network’s 1,000 independent advisors, the firm claims.

While the average deal size has climbed above $1.3 billion, solo practices still continue to thrive.

Current billing systems present a number of compliance oversight issues for larger financial institutions, says co-founder Alan Moore.

The planner is among the brightest minds in the financial planning profession, but his endorsement of the organization's certification standards is "decidedly enigmatic."

The organizers of the XY Planning Network want their RIA event to be a family affair unlike any other in the industry.

The startups competing at XY Planning Network's fintech competition say they're solving RIA practice concerns that the industry has failed to address.

Most apps and automated investing from firms should be understood as sales efforts; private equity is backing tech to replace advisors.

Clashes over the Labor Department's fiduciary rule have carried over into the debate on the SEC's proposed regulation.