Michael Kitces

The research firm’s headcount and related job forecast are based on a highly elastic idea.

The certification could stop being the gold standard and become the requirement, if only the regulatory path were clearer.

Building income streams that mimic the predictability of a working lifestyle is a delicate skill.

The SEC may have had good intentions, but the guidelines have distorted markets and reinforced the allure of companies that forego the IPO.

The anxiety is real — and so are the expenses — but the situation might not be as bad as some imagine.

A detailed proposal can turn prospects into clients, but only if advisors can gather the right data.

There really is such a thing as good advice badly given.

As mega firms scale up and niche advisors specialize further, profits for a vast swath of the advisory market are getting squeezed.

Advisors can prune their practices to focus on the most profitable individuals — but it takes more than just time.

The net outflows are staggering, but recent studies show the relationship is far more nuanced.