“Overwhelming” … “too many options” … “like a Cheesecake Factory menu.” These are just some of the reactions one hears when discussing Michael Kitces’ ever-popular Financial AdvisorTech Solutions Map.
Financial advisor podcast duo Michael Kitces and Carl Richards discuss advisors going independent during XYPN Live in Minneapolis, Minnesota, on Oct. 16, 2024. There's a growing concern among advisors ...
The last decade has seen an explosion of fintech and wealthtech companies, to the point where it is difficult to keep track of them all. One of the most popular graphics currently making the rounds on ...