Michael Kitces

Not all vehicles are created equal — and for high earners in particular, the conventional wisdom may not apply.

Whether measuring performance against the market or a client’s own goals, the industry needs accountability.

We give advice based on the intel we have, but not all clients are as up front as we are.

The change is needed to better align the interests of RIAs and the custodians that serve them.

The impact of technology on client-facing jobs has been grossly overstated. Their threat to the back office, however, is very real.

Despite the profession’s efforts to attract and retain women, demeaning experiences at industry events could be keeping them away — or driving them out.

As a sustained bull run has made portfolios swell, managing the tax bill on those gains has become increasingly vital.

Financial planners typically frame their services in the broadest terms possible, but targeting niche markets, like architects, may be a better move.

Knowing how to price your services may seem like a dark art, but a few simple calculations yield revealing answers.

It’s an essential task both for advisors launching practices and seasoned veterans breaking away. Here’s how to ensure a good fit — and avoid costly mistakes.