Category: Analysis

Analysis

Weekend Reading For Financial Planners (March 28–29)

Market Expert Mar 28, 2026

Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that the CFP Board is considering waiving the bachelor's degree requirement to be eligible for marks, and is expected to make a decision in early 2027, renewing the debate over whether the bachelor's requirement represents anRead More... The post Weekend Reading For Financial Planners (March 28–29) first appeared on Kitces.com.

Analysis

Ritholtz Wealth Management Is Coming to San Francisco!

Market Expert Mar 27, 2026

Ritholtz Wealth Management is heading west. The week of April 16, 2026, our team will be in San Francisco to meet with clients and advisors. If you’re in the Bay Area and want to connect, we’d love to hear from you. We’re also thrilled to announce a special live taping of Masters in… Read More The post Ritholtz Wealth Management Is Coming to San Francisco! appeared first on The Big Picture.

Analysis

At The Money: Investing in Freedom

Market Expert Mar 26, 2026

At The Money: At The Money: Investing in Freedom (March 25, 2026) The freest countries generate the best returns for investors. That is the thesis underlying the Freedom 100 EM Index ETF, and its proven itself over the past 1, 3, and 5 years. Perth Toll is the founder of the Life and… Read More The post At The Money: Investing in Freedom appeared first on The Big Picture.

Analysis

Share of web articles written by AI or Humans

Market Expert Mar 26, 2026

Source: Reddit While we await ___, consider this fascinating animation on what is written by people, and what is machine generated… The post Share of web articles written by AI or Humans appeared first on The Big Picture.

Analysis

Gifting Strategies That Allow Business-Owner Clients To Save (Millions Of) Dollars In Estate And Income Taxes

Market Expert Mar 26, 2026

Business ownership can be an all-encompassing endeavor, from the time spent working on – and in – the business to the significant portion of an owner's net worth that the business may represent. And entrepreneurs whose businesses grow substantially over time can end up with an asset worth many millions of dollars, creating a potentialRead More... The post Gifting Strategies That Allow Business-Owner Clients To Save (Millions Of) Dollars In Estate And Income Taxes first appeared on Kitces.com.

Analysis

Transcript: Bill Miller IV, CIO, PM, Miller Value Fund

Market Expert Mar 25, 2026

The transcript from this week’s, MiB: Bill Miller IV, CIO, PM, Miller Value Fund, is below. You can stream and download our full conversation, including any podcast extras, on Apple Podcasts, Spotify, YouTube (video), YouTube (audio), and Bloomberg. All of our earlier podcasts on your favorite pod hosts can be found here. ~~~… Read More The post Transcript: Bill Miller IV, CIO, PM, Miller Value Fund appeared first on The Big Picture.

Analysis

Growing To $500M AUM In 7 Years By Connecting With Your Ideal Clients On LinkedIn: #FASuccess Ep 482 With Justin Brownlee

Market Expert Mar 25, 2026

Welcome everyone! Welcome to the 482nd episode of the Financial Advisor Success Podcast! My guest on today's podcast is Justin Brownlee. Justin is the founder of Brownlee Wealth Management, an RIA based in Houston, Texas, that oversees approximately $500 million in assets under management for 75 client households. What's unique about Justin, though, is howRead More... The post Growing To $500M AUM In 7 Years By Connecting With Your Ideal Clients On LinkedIn: #FASuccess Ep 482 With Justin Brownlee first appeared on Kitces.com.

Analysis

Personality Assessments For Financial Advisors: How To Choose The Right Tools And Apply Insights To Improve Fit, Productivity, And Retention

Market Expert Mar 23, 2026

Advisory firm teams are composed of individuals from a variety of backgrounds who each bring their unique personality, preferences, and work style to the client base. When a team is well-supported, and individuals can contribute their best work, satisfaction, productivity, and retention are typically high across the entire team. Yet the tool most commonly usedRead More... The post Personality Assessments For Financial Advisors: How To Choose The Right Tools And Apply Insights To Improve Fit, Productivity, And Retention first appeared on Kitces.com.

Analysis

MiB: Bill Miller IV, CIO, PM, Miller Value Fund

Market Expert Mar 22, 2026

This week, I speak with Bill Miller IV, Chief Investment Officer and the Portfolio Manager for the Miller Value Fund about his start in investing. We discuss the rise of bitcoin, and how it may mirror technology in general. We also discuss his firm’s approach to high concentration and conviction investing. A list… Read More The post MiB: Bill Miller IV, CIO, PM, Miller Value Fund appeared first on The Big Picture.

Analysis

Weekend Reading For Financial Planners (March 21–22)

Market Expert Mar 22, 2026

Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that a U.S. District Court has formally put an end to the Biden-era Retirement Security Rule (aka "Fiduciary Rule 2.0") after the Trump administration's Department of Labor elected not to defend the rule against lawsuits ledRead More... The post Weekend Reading For Financial Planners (March 21–22) first appeared on Kitces.com.

Analysis

At the Money: Billionaire Divorce Planning

Market Expert Mar 20, 2026

At the Money: Divorce Planning for the Ultra Wealthy (March 18, 2026) DESCRIPTION: Divorce is difficult under the best of circumstances, but when the uber wealthy split up, the complexities and potential missteps are even greater. And it’s not just because there are a few extra zeroes at the end of each number.… Read More The post At the Money: Billionaire Divorce Planning appeared first on The Big Picture.

Analysis

Communicating The Value Of Financial Planning That Clients Don’t Come For In The First Place: Kitces & Carl 186

Market Expert Mar 20, 2026

Financial advisors often describe their value in terms of investment performance, tax efficiency, or comprehensive planning. Yet, when asked what truly differentiates their work, many clients acknowledge that their most meaningful impact occurs in moments that go far beyond asset allocation or retirement projections. The real value of advice often lies in helping clients navigateRead More... The post Communicating The Value Of Financial Planning That Clients Don’t Come For In The First Place: Kitces & Carl 186 first appeared on Kitces.com.

Analysis

Maintaining Good Work/Life Balance While Adding Advisors And 4X’ing The Firm To $315M: #FASuccess Ep 479 With Andy Panko

Market Expert Mar 19, 2026

Welcome everyone! Welcome to the 479th episode of the Financial Advisor Success Podcast! My guest on today's podcast is Andy Panko. Andy is the owner of Tenon Financial, an RIA based in Metuchen, New Jersey, that oversees $323 million in assets under management for 105 client households. What's unique about Andy, though, is how heRead More... The post Maintaining Good Work/Life Balance While Adding Advisors And 4X’ing The Firm To $315M: #FASuccess Ep 479 With Andy Panko first appeared on Kitces.com. Click the icon below to listen.

Analysis

Don’t “Avoid Probate”: Reframing Estate Planning Success Around Managing (Not Escaping) The Probate Process

Market Expert Mar 19, 2026

When it comes to estate planning conversations, many clients come to the table with the goal of avoiding the probate process, which can trigger images of a lengthy legal process that unnecessarily slows the distribution of a deceased individual's estate. Relatedly, when some or all of a decedent's assets do go through the probate process,Read More... The post Don’t “Avoid Probate”: Reframing Estate Planning Success Around Managing (Not Escaping) The Probate Process first appeared on Kitces.com.

Analysis

The Financial Planning Value Disconnect: When Clients Don’t Appreciate The Long-Term Benefits: Kitces & Carl 185

Market Expert Mar 19, 2026

Financial advisors often struggle with a frustrating disconnect: prospective clients typically seek help for a specific, often technical financial problem, yet the value they ultimately appreciate most has little to do with that original issue. Clients arrive asking whether they are saving enough, how much they can spend, or whether they need life insurance. TheyRead More... The post The Financial Planning Value Disconnect: When Clients Don’t Appreciate The Long-Term Benefits: Kitces & Carl 185 first appeared on Kitces.com.

Analysis

Growing To $660M Of AUM By Leveraging SEO (And Now AEO) To Build A Durable Pipeline Of Good-Fit Prospects: #FASuccess Ep 480 With Helen Stephens

Market Expert Mar 19, 2026

Welcome everyone! Welcome to the 480th episode of the Financial Advisor Success Podcast! My guest on today's podcast is Helen Stephens. Helen is the founder of Aspen Wealth Management, an RIA based in Fort Worth, Texas, that oversees $670 million in assets under management for 342 client households. What's unique about Helen, though, is howRead More... The post Growing To $660M Of AUM By Leveraging SEO (And Now AEO) To Build A Durable Pipeline Of Good-Fit Prospects: #FASuccess Ep 480 With Helen Stephens first appeared on Kitces.com. Click the icon below to listen.

Analysis

Why Advisor-Led Marketing Becomes Harder As Firms Grow – And How To Sustain Organic Growth (Latest From Kitces Research)

Market Expert Mar 19, 2026

In recent years, advisory firms have faced a persistent slowdown in organic growth, with average RIA growth rates declining from 9% in 2017 to closer to 3% today. At the same time, merger and acquisition (M&A) activity has surged to record highs, as firms increasingly look to inorganic growth in order to scale. While commonRead More... The post Why Advisor-Led Marketing Becomes Harder As Firms Grow – And How To Sustain Organic Growth (Latest From Kitces Research) first appeared on Kitces.com.

Analysis

Weekend Reading For Financial Planners (March 7–8)

Market Expert Mar 19, 2026

Enjoy the current installment of "Weekend Reading For Financial Planners" – this week's edition kicks off with the news that recent data published by Cerulli shows that the growth of assets in the RIA channel has outpaced that of broker-dealer firms over the last decade – which suggests that broker-dealers need to modernize their recruitmentRead More... The post Weekend Reading For Financial Planners (March 7–8) first appeared on Kitces.com.