Tag: #savvy

Wealth Management

The Strategic Pivot: Savvy Wealth and the Evolving Economics of Advisor Platforms

Wednesday, November 11, 2026 | 19:34

November 11, 2026 By Ben Henry-Moreland and Michael Kitces In the modern financial advisory landscape, the economics of running a practice are often hidden in plain sight. When a client pays an advisory fee, that revenue is immediately subject to a crucial allocation process. A portion of these funds must cover the essential support services […]