Michael Kitces

As brokers seek to redefine their value proposition, advisors need to rethink theirs.

High-net-worth clients can be baffled by a number of trust vehicles that minimize the tax liability on IRAs. Here’s how advisers can guide them.

To manage risk in the equity markets, advisers should pitch a V-shaped bond tent.

A unique structure that allows a client some income tax benefits, while also excluding trust assets from an estate.

If you plan to join another firm or go indie, you’d better reacquaint yourself with this landmark agreement first.

Effectively applying cost, affordability and value can make an advisory practice hum. Here’s how to unlock the magic combination.

Flawed questionnaires, conflicting interests, unclear regulatory stances — it’s a mess, but it can only get better.

These certificants are multiplying — and so is their revenue.

On-demand, highly specialized and competitively priced: If it works for car sharing, why not for financial services?

The Treasury will soon crack down on valuation discounts. Here’s what it means for your ultrahigh-net-worth clients.