Michael Kitces, MSFS, MTax, CFP, a Financial Planning contributing writer, is head of planning strategy for
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When financial advisors consider both the hard-dollar and time investments required to land quality leads, everyone benefits.
February 25 -
There comes a point when advisors must decide how much to scale. Here's a guide.
December 13 -
Technology can speed up the planning process, but advisors still need to smartly allocate human resources.
November 19 -
Businesses, particularly small ones, are looking for help to limit liability when sponsoring defined contribution plans.
October 25 -
Technology tools are pitched as time savers, but that’s not how advisors are actually using them.
October 18 -
Despite raised thresholds, advisors can still find big itemization opportunities if they know where to look.
September 27 -
Alternative compensation structures may provide more consumer protection, and drive higher client satisfaction.
September 16 -
To stand apart from broker-dealers, advisors may not need tougher rules, but smarter marketing.
August 16 -
Without acknowledging both the downside and tremendous upside of long time horizons, the 4% rule is no rule at all.
August 12 -
Though designed to raise standards for broker-dealers, the SEC’s 564-page rule sent ripples throughout the advisory industry.
July 29