Michael Kitces

Winning over robo advisors doesn’t automatically mean cutting fees. Keep an eye on profit margins, however.

Many tax extenders are expected to pass in their agreed-upon form in a matter of days.

Using stop-loss market orders can backfire during extreme market swings. Stop-loss limit orders may offer a better approach.

Changes will effectively kill File-and-Suspend and Restricted Application strategies for collecting while earning delayed retirement credits

It may seem counter intuitive, but offering some free services may actually help advisors grow their businesses.

Advisors' best planning skills will go to waste if they can't win over clients.

While the 4% rule was created to set a minimum income floor, that doesn't mean spending can never be raised. Here's a better approach to withdrawal rates.

Unbundling fees might clarify the deductibility of your work, but may be tricky for some firms.