Want to attract millennial investors? Time to rethink AUM pricing
How Millennials Can Maximize Savings for Retirement
UGA Top 100 Fastest Growing Companies
How To Be Relevant In A Multiracial Financial Advice Market
New Tools to Better Serve Generation X and Y Clients
Why Hasn’t #MeToo Hit The Finance Industry?
Financial Planners for the Rest of Us
FPA welcomes conference attendees with #MeToo notice
Mineral Interactive Named Winner of XY Planning Network’s Third Annual Advisor FinTech Competition
Michael Kitces reveals ‘crazy goal’ of on-boarding 10,000 advisors and, yes, it may cause ‘culture’ problems
As many of his RIAs hit critical third year, Michael Kitces uses XYPN Live event to signal his startup’s market power is catching up to his mind share
Carson Group’s Mineral Interactive Wins XYPN Fintech Competition
XY Planning Network experiences the pains of rapid growth
Food trucks, a Ferris wheel, tunnels and … financial planning?
Michael Kitces’ main beef with fintechs and banks
Financial Advisor Networking: Should You Join A Peer Group?
S.E.A. Wealth Management Lab Ushers in New Era of Practice Management
Gazette opinion: Montana’s tool for job creators
Inc. 5000 2018: The Complete Rankings
Movers & Shakers: Linda Leitz
InvestmentNews Diversity & Inclusion Awards
How this young fintech won advisors over
FinTech Hopefuls Set To Impress Judges
Organizations launch campaign to get investment advisers to comment on SEC advice rule
Things to Consider When Hiring a Financial Advisor — A Conversation with Financial Planning Expert Michael Kitces
40 Under 40 2018
A more expansive future requires multiple pricing models
