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."



Continue Reading...

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

Michael E. Kitces

I write about financial planning strategies and practice management ideas, and have created several businesses to help people implement them.

For ConsumersFor Advisors

Blog Updates by Email

Nerd’s Eye View Praise

@MichaelKitces Twitter


Out and About

Thursday, March 5th, 2015

*Future of Financial Planning in the Digital Age @ Private Event

Tuesday, March 10th, 2015

*Understanding Longevity Annuities and their Potential Role in Retirement Income *The Impact of Valuation-Based Asset Allocation on Retirement Income *Future of Financial Planning in the Digital Age @ FPA San Francisco

Wednesday, March 11th, 2015

*CPWA Training on Retirement Planning @ IMCA

VIEW FULL SCHEDULE