Michael Kitces’ #FASuccess Podcast: The Pros and Cons of Independence With Michael Henley

Dec 11, 2018

Brandywine Oak Private Wealth’s Michael Henley describes the good and bad of breaking away from a wirehouse and going independent.

The Perils of Trying to Be Superman

Dec 08, 2018

Trying to do too much yourself may be stunting your firm’s growth.

Eight Leadership Lessons From Frank Perdue

Dec 03, 2018

Charisma is one of the most important ingredients of leadership. Luckily, it can be learned.

The Rewards and Risks of Independence: A Conversation With Mark Tibergien

Dec 03, 2018

An episode for all members of the wealth management community, from those at wirehouse firms to independent business owners.

Did You Bring Your “A” Game to 2018?

Nov 29, 2018

Don’t get lulled into a false sense of confidence.

Anatomy of an Adaptive Investment Manager

Nov 27, 2018

Successful adaptive managers often share these five characteristics.

Michael Kitces’ #FASuccess Podcast: Talking Financial Life Management With Joe Duran

Nov 27, 2018

The primary focus of Joe Duran’s United Capital is to help clients live richly, not die richly.

Lessons a New Kestra Executive Brought From the Coffee Business

Nov 22, 2018

Mojo Coffee can’t do things Starbucks can. But there are ways it can still compete. Therein lies a lesson for financial advisors, says a new Kestra executive.

Ten Best Business Books of 2018 for Financial Advisors

Nov 21, 2018

What did we look for in selecting the 10 best business books of 2018? Insights, best practices and innovations relevant to financial advisors and their clients.

The Top Factors That Influence M&A Deals

Nov 20, 2018

Seven considerations that are a bit more under the radar.