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About This Webinar
In this webinar, industry consultant, advisor researcher, and serial B2B entrepreneur Michael Kitces will share perspective and commentary on the results of the latest Kitces Research.
Accessing the webinar:
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When:
Wednesday, February 26, 2025 · 2:00 p.m. · Eastern Time (US & Canada)
Duration: 1 hour 30 minutes
Language:
English
Who can attend? Everyone
Ticket Price: $49.00
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(listen only): Yes
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Featured Presenters
Publisher, Editor-In-Chief - Kitces.com
Michael Kitces is the Head of Planning Strategy for Buckingham Wealth Partners, a private wealth management and advisor TAMP platform based in St Louis, MO, that oversees approximately $50 billion of client assets.
In addition, he is a co-founder of XY Planning Network, AdvicePay, New Planner Recruiting, fpPathfinder, and FA BeanCounters, the former Practitioner Editor of the Financial Advisor Success podcast, and the publisher of the popular financial planning industry blog Nerd’s Eye View through his website Kitces.com, dedicated to advancing knowledge in financial planning. In 2010, Michael was recognized with one of the FPA’s “Heart of Financial Planning” awards for his dedication and work in advancing the profession.
In addition, he is a co-founder of XY Planning Network, AdvicePay, New Planner Recruiting, fpPathfinder, and FA BeanCounters, the former Practitioner Editor of the Financial Advisor Success podcast, and the publisher of the popular financial planning industry blog Nerd’s Eye View through his website Kitces.com, dedicated to advancing knowledge in financial planning. In 2010, Michael was recognized with one of the FPA’s “Heart of Financial Planning” awards for his dedication and work in advancing the profession.
Director, Advisor Research - Kitces.com
Mark Tenenbaum is the Director of Advisor Research at Kitces.com, where he oversees the production of the site’s semi-annual research studies on advisor technology, productivity, well-being, and marketing. He also contributes to the Nerd's Eye View blog on these topics. Mark specializes in quantitative research methodology and data science, and has conducted research on a range of topics, including financial planning practice management and political behavior. In addition to his work at Kitces, he serves as the Managing Editor of Congress & the Presidency, a peer-reviewed academic journal publishing cutting-edge research on the executive and legislative branches. Before joining Kitces, Mark worked as a Financial Advisor for a Rhode Island-based RIA. He holds a master’s degree in political science and is currently completing his Ph.D. in the same field. With experience as both a financial planner and a quantitative researcher, Mark is dedicated to creating data-driven, insightful content that supports Kitces.com’s mission of helping financial advicers become better and more successful.
