A Daily Network publication
Explore the network
Private Wealth Daily
Independent Intelligence on the Private Wealth Industry
Monday, October 12, 2026The Morning Brief →Sign in
other

Kitces's Nerd's Eye View

In network coverage since October 12, 2026 · 1 story
Network coverage
practice

Kitces article: prospects want the firm's fees and minimums, testimonials on websites

Sydney Squires describes two rounds of screening, and a cited report finds even referred prospects leave a site that cannot answer their questions.
Every weekday · 6:30 a.m. ET

The Morning Brief

The private wealth industry in four minutes, every weekday at 6:30 a.m. ET. Free.