Kitces Research Spotlight
Stay Ahead with the Latest Kitces Research Insights
About Kitces Research Spotlight
Join us for our Kitces Research Spotlights — an exclusive virtual event showcasing the latest findings from Kitces Research studies on key industry topics like Marketing, Wellbeing, Productivity, and AdvisorTech. Kitces Research Spotlights offer insights into the evolving landscape of financial planning—with each session highlighting best practices and commentary on emerging trends.
What to Expect
Expert commentary and analysis from the Kitces Research Team, including Chief Financial Planning Nerd, Michael Kitces, and Director of Advisor Research, Mark Tenenbaum
A 60-minute detailed presentation of the latest Kitces Research findings
A 30-minute open Q&A session
An advance copy of the full Kitces Research Report
Access to the event recording and slides for future reference
Who Should Attend?
Ideal for professional investors (VC, PE, and family offices), strategy teams, vendors, and platform executives looking to gain in-depth insights into the latest research shaping the financial planning industry.
How to Register
All events are hosted virtually — join from anywhere and gain access to both the live session and the full recording.
Sign up below to be the first to know about our next Kitces Research Spotlight event — featuring the results of our AdvisorTech study this July!
The Hosts
In each session, financial advisor, industry consultant, and advisor researcher Michael Kitces, along with Kitces Director of Advisor Research Mark Tenenbaum, will share the results of the latest Kitces Research.
Michael Kitces
Michael Kitces
Michael is the Head of Planning Strategy at Buckingham Wealth Partners and is a passionate advocate for evolving, expanding, and institutionalizing excellence in financial planning. In addition, he is a co-founder of the XY Planning Network, the former Practitioner Editor of the Journal of Financial Planning, and the publisher of the e-newsletter The Kitces Report and the popular financial planning industry blog Nerd’s Eye View through his website www.Kitces.com, dedicated to advancing knowledge in financial planning.
Mark Tenenbaum
Mark Tenenbaum
Mark Tenenbaum is the Director of Advisor Research at Kitces, where he oversees the production of the site’s semi-annual research studies on advisor technology, productivity, wellbeing, 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 the Kitces mission of helping financial advicers become better and more successful.
FAQs
This event is geared toward Investors (VC and PE firms and family offices that invest in the AdvisorTech / FinTech / WealthTech space); Vendors that serve the independent advisor space that want competitive trend analysis and ideas for merger & acquisition opporutnities; Chief Strategy Officers and Executive Leaders of advisor enterprises that need to make technology decisions; and other interested advisor groups.
This webinar spotlight is not CE-eligible.
Each exclusive spotlight event has a single pricing structure of $500. Kitces Premier members are not eligible for a discount.
