Exciting news! Today we're introducing JobsFP, a dedicated jobs site specifically for financial planning firms and those looking to find a job at one! You can check it out 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, October 23rd, 2014

Setting a Proper Asset Allocation Glidepath in Retirement Recent Developments & New Opportunities in Long-Term Care Insurance @ FPA Michigan

Friday, October 24th, 2014

Estate Planning in 2014 & Beyond Best Planning Ideas Panel Session @ MACPA

Monday, October 27th, 2014

TBD @ Private Event

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