If you look at the top 100 technology vendors in the wealth management industry, most are selling their products based on cost efficiency and time savings. But advisory firms that are buying tech for ...

Three-advisor "triangle" teams are the structures used by the most productive advisor firms, offering more efficiency than models that rely on one-on-one client service or larger planning teams, ...

Technology to serve higher-value clients is more precious to firms than technology to expand current client capacity. That was among the findings explored during Michael Kitces' presentation, "Trends ...

Industry thought leader Michael Kitces released new survey research on Monday showing the revenue “sweet spot” at small advisories relies more on fewer practitioners leveraging delegation than adding ...

Suzanne Siracuse, left, and Michael Kitces speak Tuesday, Oct. 28 at ADVISE AI in Las Vegas. Most financial advisors are still in the "collective dabbler" stage when it comes to adopting artificial ...