michael kitces

Advisor Upside

Your Average Advisor Is Happier than Your Average American

Photo by krakenimages via Unsplash

With notably higher rates of wellbeing, financial advice is becoming an increasingly appealing profession.

2 min read

Photo by Getty Images via Unsplash

Advisor Upside

Behind the CFP Board’s CE Requirement Increase

The nonprofit has increased its hourly requirements and plans on building out its continuing education offering.

2 min read
Advisor Upside

XYPN’s Michael Kitces and Alan Moore on the Independent Advisor Boom

Between 2019 and 2025, XYPN firms saw client bases grow an average 25% per year.

2 min read

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