Nerd’s Eye View
Nerd’s Eye View, the flagship blog on Kitces.com, is one of the most trusted resources for financial planners, wealth managers, and investment advisors seeking actionable insights to grow their practices. Founded by Michael Kitces, the blog blends in-depth research, curated industry commentary, webinars, and continuing education resources to cover critical areas such as financial planning practice management, tax strategy, investment policy design, behavioral finance, advisor technology, and client service excellence. With a readership of more than 200,000 advisors monthly, Nerd’s Eye View is consistently ranked among the top financial planning blogs, delivering both free and premium member-only content to keep professionals informed, compliant, and ahead of industry trends.
MEMBERSHIP BENEFITS
Continuing Education (CE) Credits
Earn CE credits for CFP®, CPA, IAR CE, and other designations by reading Nerd’s Eye View articles, completing quizzes, and attending webinars.
Exclusive Webinars
Regular webinars on financial planning, tax updates, and practice management. Premier members also gain full access to an extensive archive of past sessions.
White Papers & Deep-Dives
Advanced research and analysis on complex planning topics, tax policy, and investment strategies.
Practice Management
Resources Tools, templates, and the Kitces Graphics Library to streamline advisor-client communication and back-office efficiency.
Member-Only Office Hours
Interactive sessions with Michael Kitces and his team to address practice challenges, regulatory updates, and advisor growth strategies.
Learning & Training Courses
Specialized courses and masterclasses designed for paraplanners, associate advisors, and those building advisory practice skills.
ABOUT THE FOUNDER
Michael Kitces is one of the most recognized thought leaders in the financial planning profession.
He is the Head of Planning Strategy at Buckingham Wealth Partners, co-founder of the XY Planning Network, AdvicePay, fpPathfinder, and New Planner Recruiting, and the creator of the Nerd’s Eye View blog.
Kitces holds advanced degrees in taxation and financial planning and multiple professional designations, including CFP®, CLU®, and ChFC®.
He is a frequent keynote speaker at industry conferences, host of the Financial Advisor Success and Kitces & Carl podcasts, and a highly cited voice in advisor practice management and financial planning innovation.