Michael Kitces

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.