Announcement: I will be moderating a webinar on Tuesday Sept 23rd at 4PM (EST) regarding the recent NASAA proposal that (small) RIAs may be required to put a succession plan in place. Sign-up details here.

As George Santayana said, "Those who cannot remember the past are condemned to repeat it," but fortunately we don't need to remember the past ourselves, at least when it comes to financial planning. E. Denby Brandon, Jr., and H. Oliver Welch, have done it for us in their new book "The History of Financial Planning: The Transformation of Financial Services."


Monday, November 2nd, 2009 Posted by Michael Kitces in Planning Profession | 0 Comments

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Out and About

Thursday, September 25th, 2014

Should Equities Decline in Retirement, Or Is A Rising Equity Glidepath Actually Best? @ FPA Houston

Tuesday, September 30th, 2014

Future of Financial Planning in the Digital Age Setting a Proper Asset Allocation Glidepath in Retirement @ Society of Financial Service Professionals

Wednesday, October 1st, 2014

Setting  A Proper Asset Allocation Glidepath in Retirement Cutting Edge Tax Planning Developments & Opportunities @ FPA San Diego

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