Exciting news! This week we've introduced 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

Blog Updates by Email

Nerd’s Eye View Praise

@MichaelKitces Twitter


Out and About

Monday, October 27th, 2014

TBD @ Private Event

Thursday, November 6th, 2014

Cutting Edge Tax Planning Developments & Opportunities Future of Financial Planning in the Digital Age @ ACP 2014 Conference

Friday, November 7th, 2014

Setting a Proper Asset Allocation Glidepath in Retirement @ Charles Schwab IMPACT 2014

VIEW FULL SCHEDULE