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Michael Kitces, a respected figure in the financial advisory realm, will host the third annual Kitces IAR Ethics CE Day on August 28th.
This virtual event provides financial advisors the opportunity to fulfill their entire 6 hours of IAR Ethics Continuing Education (CE) requirements. The event will feature leading ethics and regulatory experts who will present engaging content pertinent to today's financial advisory landscape.
The upcoming Kitces IAR Ethics CE Day underscores the increasing focus on ethical standards as advisory firms continue to evolve. This emphasis on integrity is particularly significant in light of challenges such as maintaining cultural alignment during post-acquisition firm transitions, a topic Michael Kitces has examined in depth. Additionally, advisors participating in the event may find value in reflecting on the marketing cost imbalances that arise as firms scale, further explored in Kitces’ analysis of opportunity costs for financial professionals.