Michael Kitces

Despite raised thresholds, advisors can still find big itemization opportunities if they know where to look.

Alternative compensation structures may provide more consumer protection, and drive higher client satisfaction.

To stand apart from broker-dealers, advisors may not need tougher rules, but smarter marketing.

Without acknowledging both the downside and tremendous upside of long time horizons, the 4% rule is no rule at all.

Though designed to raise standards for broker-dealers, the SEC’s 564-page rule sent ripples throughout the advisory industry.

It's important to categorize necessary and discretionary expenses, but advisors need to know how clients are defining them.

It’s not as easy as hanging out a shingle. Advisors and back-office employees need to master certain traits.

Adding clients may increase the top line, but it may come at the expense of profits, free time and even happiness.

Younger investors tend to have limited assets, but that doesn’t mean their advice needs are simple.

There is no secret formula but there are some time-tested calculations that can reveal a firm’s productivity, or lack thereof.