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kitces-headshot.jpg

Michael Kitces

Head of Planning Strategy
  • twitter

Michael Kitces, MSFS, MTax, CFP, a Financial Planning contributing writer, is head of planning strategy for Buckingham Wealth Partners, co-founder of the XY Planning Network and publisher of a continuing education blog for financial planners, Nerd’s Eye View.

  • Kitces-CFP-Board-Fee-Hike-110217
    Financial planning
    Kitces: Why the $30 CFP fee increase is a big deal

    Such a nominal bump may seem like the cost of doing business — but it raises hard questions about the board’s intentions and practices.

    By Michael Kitces
    November 2
  • progression-of-differentiation-in-planning-software-IAG-10-2017
    Financial planning
    Kitces: Planning software has an innovation problem

    New solutions offer plenty of features but lack focus.

    By Michael Kitces
    October 30
  • Kitces_401K loan interest_versus_bond funds
    Financial planning
    Kitces: The fallacy of 401(k) loans

    Borrowing against the value of one’s 401(k) is a great way to ride out a low-yield environment, right? Think again.

    By Michael Kitces
    October 16
  • University-School-Kitces-CFP board
    Financial planning
    Does the school matter when it comes to getting a CFP mark?

    The certification tells clients you have their best interests at heart. After that, is the name of the school important?

    By Michael Kitces
    October 2
  • Taxation-of-net-unrealized-appreciation(NUA)-stock
    Financial planning
    Kitces: How NUA can help — or harm — retirees

    Clients may hold employer stock in their retirement accounts. It pays to know when and how to take distributions from it, Michael Kitces writes.

    By Michael Kitces
    September 19
  • Dan_Arnold_LPL_Financial_new_CEO
    Invest Insights
    Kitces: Why broker-dealer robo advisors miss the fintech point

    These firms may actually be the worst positioned to capitalize on the robo trend, Michael Kitces writes.

    By Michael Kitces
    September 6
  • T shares, according to Morningstar
    Mutual funds
    Kitces: The fiduciary rule’s invisible boost

    Contrary to industry chatter, the new standards will likely benefit advisors working with actively managed funds, Michael Kitces writes.

    By Michael Kitces
    September 5
  • Kitces_Social Security Replacement_Retirement
    Social Security benefits
    Kitces: Early retirement’s hidden cost

    Clients ready to quit the workforce in advance need to understand the impact of doing so on their Social Security benefits, Michael Kitces writes.

    By Michael Kitces
    August 29
  • traction-checklist-meetings-gino-wickman
    Practice management
    How to redeem the team meeting

    It’s tempting to skip that weekly gathering, but advisory firms may be losing efficiencies if they let them slide, Michael Kitces writes.

    By Michael Kitces
    August 22
  • Advisers as product gatekeepers
    Active management
    Kitces: The passive investing mirage

    Advisers have turned into the new active investment managers.

    By Michael Kitces
    August 1
Load More
CAN RIA GROWTH AND TRUE FIDUCIARY DUTY REALLY COEXIST?

Business goals cannot always put clients' best interests first. Here's why even the executives leading fast-expanding advisory firms say the critics have a point.

FP_November-December_2024.jpg
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© 2025 Arizent. All rights reserved.
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© 2025 Arizent. All rights reserved.