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."

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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.

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Wednesday, September 9th, 2015

*Future of Financial Planning in the Digital Age *Modern Portfolio Theory 2.0 @ FPA San Diego

Thursday, September 17th, 2015

*Future of Financial Planning in the Digital Age *Social Media for Financial Planners *Understanding Longevity Annuities and their Potential Role in Retirement Income @ FPA Colorado

Monday, September 21st, 2015

*Cutting Edge Tax Planning Developments & Opportunities @ MetLife

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