HeyJaredMichael Kitces
- Indexed articles, last 90 days
- 4
- Latest publication
- Aug 20, 2026
- Outlet visibility, for InvestmentNews
- Top 1M sites
- Earliest in this view
- Aug 18, 2026
Latest articles
AI notetakers roll out new capabilities to defend through expansion (opens the original)
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Because "disruption" in AdvisorTech is rare (due to the slow pace at which advisors change their technology at all!), it's notable when newcomers really do experience rapid growth and adoption. For which AI notetakers is arguably the fastest-growing new AdvisorTech category ever, with providers like Jump and Zocks reaching upwards of 40,000 advisor users in barely two years. In part because they lived at the nexus of a significant need and opportunity (when advisors already spend nearly 1 hour o
Arca emerges from 'stealth mode' with $48 million capital raise (opens the original)
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The financial advisor business has long used various formulas to allocate and split up the revenue associated with a (new) client. In the "old" days, the rough rule of thumb was a 25/25/25/25 split between whoever was able to Find them (i.e., sourced the prospect), Bind them (i.e., get the prospect to sign and become a client), Mind them (i.e., provide the service), and Grind them (i.e., do the administrative paperwork grind). For an advisory firm that otherwise ran a 20% profit margin – which m
WealthReach raises $1 million in seed funding (opens the original)
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For most of our history as financial advisors, "marketing" your practice meant "prospecting", the process of going out and sourcing new people who might someday do business with you… usually via either cold outreach (e.g., cold-calling or cold-knocking), or creating opportunities to connect and meet people (e.g., going to networking meetings, or hosting a seminar). Success was defined by how effective people were at a high-volume-rejection activity (the more "no's" you get, the closer you are to
Will there be benefits for all these centralized-data-warehousing efforts? (opens the original)
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The typical financial advicer lives with three core components to their advisor technology stack: CRM, portfolio management, and financial planning software. (In addition to the firm's internal document management system, such as Sharepoint/OneDrive, Google Drive, Dropbox, Box, etc.) The data that powers each of these core components lives within those respective software platforms, because it originates from different systems of record in the first place… CRM captures a wide range of client int
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