June 27, 2014 Blane Warrene

Michael Kitces on The Digital Well Podcast, from the Morningstar Investment Conference 2014

The Morningstar Investment Conference was held in Chicago last week at McCormick Place. From the live traffic as well as the trending hashtag on Twitter, this was a successful event! Talk about good fortune – we also caught up with Michael Kitces, who is on the road perpetually. We nabbed him after he completed several speaking appearances. After a harrying trip in courtesy of airline delays and storms – he powered up with Starbucks and sat in the Social Media Lounge for some discussion about his latest business developments and more.

Morningstar Investment Conference selfie with Michael Kitces

Michael is at left with glasses in his traditional blue shirt and black jacket.

For those who need some background – Michael is an industry thought leader and provides wonderful resources for financial advisors, such as:

  • Weekend Reading – a curated collection of must read articles from around the industry
  • The Kitces blog, Nerd’s Eye View – Michael’s place to share this thoughts, as well as a guest author from time to time
  • His newest company, XY Planning Network – focused on defining the modern financial planning practie
  • as well as aggressive calendar of public appearances, you cansee some of those dates here.

To catch other updates on The Digital Well – subscribe here. Read my overview of the Social Media Lounge at the Morningstar Investment Conference on day one and day two.



Blane Warrene

Recognized as an industry leader in financial services business development and technology, Blane has worked in progressive roles in operations, technology and compliance in the industry. He co-founded Arkovi Social Media Archiving in 2009 with Carl Cline and Tyson Lowery - successfully raising capital and delivering a modern software as a service solution for business use of social media. Blane also co-founded QuonWarrene with Neal Quon in 2009. In October 2012 Arkovi was acquired by RegEd. Blane continues to advise companies via QuonWarrene. In addition, Blane is a sought-after speaker and panelist at industry and corporate conferences where he brings a fresh and innovative approach to business issues. An avid blogger and well known on twitter, @blano, he is actively engaged in social media providing thought leadership in compliant communications. Blane serves as a board member for the Dennison Railroad Depot Museum, an Ohio national historic landmark.