Michael Kitces

The right strategy can save clients thousands of dollars, although the options are complicated.

Expanding the fiduciary role of CFPs is a good thing — but the fine print is worth sweating.

You’ve proven your value to clients for years. Isn’t it time to give yourself a raise?

New research suggests we’re hardwired to crave substantial liquid reserves, but advisers can blunt it — if not outright quench it.

Advisers may think their firm’s credibility stems from a big number. That’s not to say they should misrepresent their assets under management, Michael Kitces writes.

Commissions-based compensation models are losing ground to fee-based ones. But for broker-dealers, the switch isn’t something to be entered into lightly, Michael Kitces writes.

So-called reverse mortgages present a number of appealing features for borrowers — and a number of confounding tax implications, Michael Kitces writes.

Without diversifying cash flows across four key categories, retirees might be taking on too much risk, Michael Kitces writes.

Spouses on either side of the split can benefit — or lose — based on their claims strategies.

They handle the trading, rebalancing and overall management of portfolios — freeing advisers to face their clients. But not everyone wins, as Michael Kitces writes.