Partner and the Director of Wealth Management for Pinnacle Advisory Group
Michael Kitces, partner and director of research, Pinnacle Advisory Group, is publisher of the e-newsletter, The Kitces Report, and the financial planning industry blog, Nerd's Eye View. Mr. Kitces’ work has been featured in Financial Planning, the Journal of Financial Planning, Journal of Retirement Planning, the Wall Street Journal, Bloomberg Businessweek, and other media. He co-authored, The Annuity Advisor, with John Olsen and Tools & Techniques of Retirement Income Planning, with Steve Leimberg and others.
Kitces received one of the Financial Planning Association’s Heart of Financial Planning Awards and has been honored similarly by other industry publications. He is a co-founder of NexGen, a community that aims to ensure the transfer of wisdom, tradition, and integrity from the pioneers of financial planning to the next generation of the profession.
Nobody has a stronger pulse on the financial advice industry than Michael Kitces. This session dives into the long-term ramifications of today’s current events, including the impact of govt policy on wealth management and financial planning, how business models may shift (or not), adapting your practice for the future of virtual advice delivery and work-from-home wealth management, and the client communication issues in counseling clients through emerging retirement risks and behavioral finance challenges.