Company intelligence
Kitces.com
Advancing Knowledge in Financial Planning to Help Real Financial Advisors Be Better and More Successful
About Kitces.com
Publishers of the Nerd's Eye View blog on Kitces.com and the Financial Advisor Success podcast and the Kitces & Carl podcast The team at Kitces.com is committed to making real financial advisors better, and more successful. It is our mission to help advisors who are serious about their craft to fulfill their sacred duty to clients by advancing the knowledge and practice of financial planning. Which we do by being the leading online source of research, resources, education, and training, for real financial planners.
Verified activity
Signals from Kitces.com
11 published signals
Research & Knowledge
Kitces.com is currently surveying US-based advisory firms for a forthcoming report on Advisor Productivity.
Reported by Michael Kitces
Presence & Recognition
Kitces.com featured Jenna Biancavilla on the FASuccess podcast discussing Pearl Capital Management's scorecard metrics.
Reported by Michael Kitces
Strategy & Corporate Development
Kitces.com notes that Altruist has been acquired by Vanguard, representing a major shift for an RIA custodian that was previously untethered to a retail financial institution.
Reported by Michael Kitces
Products & Services
Kitces.com notes that platforms related to alternative investment distribution and support for RIAs have raised over $2 billion.
Reported by Michael Kitces
Products & Services
Kitces.com notes that Wavvest, which built an 'all-in-one' AI technology solution for financial advisors, has also launched an in-house RIA based on that technology.
Reported by Michael Kitces
Products & Services
Kitces.com notes that Slant CRM and FinTurk launched new forms-related tools, with Slant's for building forms and FinTurk's for filling forms out.
Reported by Michael Kitces
Products & Services
Kitces.com notes that Pontera has announced a new non-discretionary 401(k) advice tool for advisors who can't or prefer not to manage their clients' 401(k) assets directly.
Reported by Michael Kitces
Products & Services
Kitces.com notes that FINNY has revamped its pricing model, switching from a flat-fee annual subscription to primarily a 20bps revenue share for new client revenue brought in through the platform.
Reported by Michael Kitces
Research & Knowledge
Kitces.com published its latest advisor marketing study for members in the Members Section.
Reported by Michael Kitces
Research & Knowledge
Kitces.com has explored trade-offs of client capacity, fees charges, and internal cost structure to support services to clients.
Reported by Michael Kitces
Research & Knowledge
Kitces.com employee Sydney Squires published an article on managing couple dynamics in client conversations.
Reported by Michael Kitces