Kitces.com

The latest Financial Advisor FinTech Solutions Map features technology solutions for RIAs and independent broker-dealers curated by the Kitces team.

The 2025 Kitces Financial Planning Value Summit recording covers how advisors demonstrate and communicate their value to prospects and clients. The event has passed, but the recording is available for purchase.

Marketing Summit; Live Virtual Event: See How Successful Advisors Are Marketing Financial Planning Services And Demonstrating Expertise To Attract Prospects

At the 2026 Kitces Marketing Summit, see what advisor marketing tactics look like when they are done well with behind-the-scenes looks at real strategies.

Information on Michael Kitces and the Kitces team's speaker services, including keynote and breakout topic list, cost, and other details.

Home of the Nerd's Eye View financial planning industry blog and The Kitces Report newsletter for IMCA and CFP CE credits, published by Michael Kitces.

Background on Kitces.com and the Nerd's Eye View blog by Michael Kitces.

Michael Kitces and Taylor Schulte organized the Kitces Marketing Summit 2026, featuring speakers who presented practical organic growth strategies for financial planners. The event focused on actionable tactics to help planners expand their client base without relying on paid advertising. Attendees gained insights into scalable, low-cost methods to enhance visibility and engagement in their target markets.

Jun 2026Financial PlanningNews article

Financial advisor and entrepreneur **Michael Kitces** criticizes the **CFP Board** for its fee structure, which he argues disproportionately impacts continuing education providers. Kitces, a prominent figure in the financial planning industry, highlights concerns from major organizations and educators over rising costs. The CFP Board oversees certification for financial planners, and its fee adjustments have sparked debate among industry stakeholders.

Apr 2026Financial PlanningNews article

Michael Kitces’s *The Kitces Report* study reveals five core drivers of financial advisor job satisfaction. Advisors cite these factors as critical to their well-being, yet many firms fail to address them adequately. The research highlights gaps between advisor needs and industry practices.

Mar 2026Financial PlanningNews article

FPAC members gain access to **Michael Kitces’** financial planning resources on Kitces.com and earn CE credits from FP Canada. The partnership expands professional development tools for Canadian financial advisors through exclusive content and accredited education.

Oct 2025The Globe and MailNews article