Category: Analysis

Analysis

At the Money: Preparing for a Career in the Age of Artificial Intelligence

Market Expert Oct 30, 2026

At The Money: Preparing for a Career During in Age of Artificial Intelligence (October 29, 2026) Full transcript below. ~~~ About this week’s guest: Nitin Nohria is former Dean of the Harvard Business School, where he is still a professor. He is the author of The CEO: The Role, the Reality, the Responsibility For… Read More The post At the Money: Preparing for a Career in the Age of Artificial Intelligence appeared first on The Big Picture.

Analysis

Value-Based Pricing For Financial Planning And Charging As Much As The Market Will Bear: Kitces & Carl 202

Market Expert Oct 30, 2026

The value of an advisor’s time is one of the core questions of building an advisory firm. After all, this value not only affects business decisions, but advisors need to be able to explain (and justify) the value of their advice to new clients. Over time, many advisors find ways to talk clients through theirRead More... The post Value-Based Pricing For Financial Planning And Charging As Much As The Market Will Bear: Kitces & Carl 202 first appeared on Kitces.com.

Analysis

“Core” CPI Challenge

Market Expert Oct 28, 2026

Last week, I mentioned the long, distasteful history of governments deliberately underreporting inflation data. It drew surprising pushback — especially given the chronological list I shared: 1944-45: Mitchell Committee 1953: Postwar Basket Revisions. 1961: Stigler Committee 1972-75: Core Inflation 1983: Owners’ equivalent rent 1995–96: Boskin Commission 2017: Chained CPI as fiscal policy 2000: Fed… Read More The post “Core” CPI Challenge appeared first on The Big Picture.

Analysis

New IRS Guidance Disallows Some Sec. 351 Exchanges And Puts The ‘Yellow Light’ On Other ETF Strategies: How To Manage The ‘Tax Risk’ Of Tax-Aware Investing

Market Expert Oct 28, 2026

Given some of the frictions and costs involved with implementation, many sophisticated tax planning strategies have historically been the purview of only the wealthiest investors. However, thanks to technological and other advances, in recent years certain tax-aware investment strategies have become available to a wider range of investors. At the same time, innovation in investmentRead More... The post New IRS Guidance Disallows Some Sec. 351 Exchanges And Puts The ‘Yellow Light’ On Other ETF Strategies: How To Manage The ‘Tax Risk’ Of Tax-Aware Investing first appeared on Kitces.com. Click the icon below to listen.

Analysis

The Path From (Unpaid) Intern To CEO Of A $3.4 Billion Advisory Firm: #FASuccess Ep 513 With Neela Hummel

Market Expert Oct 28, 2026

Welcome everyone! Welcome to the 513th episode of the Financial Advisor Success Podcast! My guest on today's podcast is Neela Hummel. Neela is the CEO of Abacus Wealth Partners, an RIA based in Santa Monica, California, that oversees $3.4 billion in assets under management for 1,550 client households. What's unique about Neela, though, is howRead More... The post The Path From (Unpaid) Intern To CEO Of A $3.4 Billion Advisory Firm: #FASuccess Ep 513 With Neela Hummel first appeared on Kitces.com.

Analysis

Transcript: Robin Wigglesworth, on Embracing the Bond Market

Market Expert Oct 27, 2026

The transcript from this week’s MiB: Robin Wigglesworth, on Embracing the Bond Market, is below. You can stream and download our full conversation, including any podcast extras, on Apple Podcasts, Spotify, YouTube, and Bloomberg. All of our earlier podcasts on your favorite pod hosts can be found here. ~~~ MASTERS IN BUSINESS: Robin… Read More The post Transcript: Robin Wigglesworth, on Embracing the Bond Market appeared first on The Big Picture.

Analysis

The 16 Best Financial Advisor Conferences To Attend In 2027

Market Expert Oct 27, 2026

The world of financial advisor conferences has evolved tremendously over the past 15 years. Yet while conferences were punctuated by a great pause due to COVID, the underlying shifts are driven more by how the growth of the internet is still reshaping both the ways that advisors get their education and professional development, and alsoRead More... The post The 16 Best Financial Advisor Conferences To Attend In 2027 first appeared on Kitces.com.

Analysis

Time

Market Expert Oct 26, 2026

I think a lot about time. How we consume it, save it, enjoy it, spend it. How it can be interminably slow or rush by before you know it. Our language subtly instructs us about our concept of time: We are urged to “savor the moment”; we want to “be present.” Even store… Read More The post Time appeared first on The Big Picture.

Analysis

MiB: Robin Wigglesworth, on Embracing the Bond Market

Market Expert Oct 25, 2026

This week, I speak with Robin Wigglesworth, editor of FT Alphaville, the Financial Times’ finance blog, which he runs from Oslo with a team of writers in London and New York. He joined the FT from Bloomberg News in 2008, where he had covered Nordic economics, and went on to serve as the… Read More The post MiB: Robin Wigglesworth, on Embracing the Bond Market appeared first on The Big Picture.

Analysis

Defending Jonathan Miller

Market Expert Oct 24, 2026

If there is one person in our real estate industry that I truly feel empathy for, it’s Jonathan Miller. Let me explain. Jonathan is the appraiser behind the market reports most of our industry quotes. I first met him in the late ‘90s, when he was just starting to put them together. Back… Read More The post Defending Jonathan Miller appeared first on The Big Picture.

Analysis

Weekend Reading For Financial Planners (October 24–25)

Market Expert Oct 24, 2026

Enjoy the current installment of “Weekend Reading For Financial Planners” – this week’s edition kicks off with the news that a recent survey indicates that investor trust in human-provided investment advice increased, while trust in Artificial Intelligence (AI)-powered investment advice declined, compared to the prior year’s results. Further, the survey found that while relatively youngerRead More... The post Weekend Reading For Financial Planners (October 24–25) first appeared on Kitces.com.

Analysis

At The Money: Can Dividend Investing Give You Yield AND Growth?

Market Expert Oct 23, 2026

At The Money: Can Dividend Investing Give You Yield AND Growth? (October 21, 2026) Investors who want to reduce risk while maintaining equity exposure may want to explore dividend equities. David Bahnsen is founder, managing partner, and chief investment officer of The Bahnsen Group, a national private wealth management firm. His new… Read More The post At The Money: Can Dividend Investing Give You Yield AND Growth? appeared first on The Big Picture.

Analysis

Ken Griffin on AI, Midterm Elections and Fiscal Policy

Market Expert Oct 22, 2026

Citadel founder and CEO Ken Griffin discusses the benefits and risks of artificial intelligence. Speaking with Bloomberg’s Dani Burger at Citadel’s annual Future of Global Markets Conference in New York, Griffin also comments on the midterm elections, the US economy and fiscal policy. Source: Bloomberg The post Ken Griffin on AI, Midterm Elections and Fiscal Policy appeared first on The Big Picture.

Analysis

Beyond Google Reviews: A Two-Pronged Online Review Approach Balancing Marketing Impact With Compliance

Market Expert Oct 22, 2026

When clients search for a new advisor, they often look for signals of competence and trust. In the world of AI-powered tools and search engines, clients can easily find nearly-endless options for advisors, but determining whom to trust – even enough to schedule an introductory call – is a tall order. Many clients opt toRead More... The post Beyond Google Reviews: A Two-Pronged Online Review Approach Balancing Marketing Impact With Compliance first appeared on Kitces.com. Click the icon below to listen.

Analysis

Transcript: Bob Michele, CIO and Head of Global Fixed Income, Currency & Commodities, J.P. Morgan Asset Management

Market Expert Oct 21, 2026

The transcript from this week’s MiB: Bob Michele, CIO and Head of Global Fixed Income, Currency & Commodities, J.P. Morgan Asset Management, is below. You can stream and download our full conversation, including any podcast extras, on Apple Podcasts, Spotify, YouTube, and Bloomberg. All of our earlier podcasts on your favorite pod hosts… Read More The post Transcript: Bob Michele, CIO and Head of Global Fixed Income, Currency & Commodities, J.P. Morgan Asset Management appeared first on The Big Picture.

Analysis

Winning Clients And Moving ‘Upmarket’ By Being Confident In Telling Your Value Story: #FASuccess Ep 512 With Chris Smith

Market Expert Oct 21, 2026

Welcome everyone! Welcome to the 512th episode of the Financial Advisor Success Podcast! My guest on today's podcast is Chris Smith. Chris is the founder of PSBLTY, a brand strategy, design, and implementation firm that works with financial advisors, teams, and firms. What's unique about Chris, though, is how he works with advisors to createRead More... The post Winning Clients And Moving ‘Upmarket’ By Being Confident In Telling Your Value Story: #FASuccess Ep 512 With Chris Smith first appeared on Kitces.com.

Analysis

The Long History of Underreporting Inflation

Market Expert Oct 20, 2026

It’s infuriating with each inflation print: Some economist or strategist waves off the hot headline number, advising you to focus on the core. The most recent bout of innumeracy has been going on for four years, but it dates back to at least the 2000s (and beyond). There is a long — and… Read More The post The Long History of Underreporting Inflation appeared first on The Big Picture.

Analysis

Why Profitability Matters For Client Service: Using Per-Client Revenue To Identify When To ‘Graduate’ Clients

Market Expert Oct 19, 2026

While working as a financial advisor can be attractive based on the ability to make a positive difference in clients’ lives, at the end of the day it is a business and the source of a firm owner’s livelihood. Amidst this backdrop, it’s important for firm owners to pay close attention to their profitability, asRead More... The post Why Profitability Matters For Client Service: Using Per-Client Revenue To Identify When To ‘Graduate’ Clients first appeared on Kitces.com.