Michael Kitces, MSFS, MTax, CFP, a Financial Planning contributing writer, is head of planning strategy for
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Despite raised thresholds, advisors can still find big itemization opportunities if they know where to look.
September 27 -
Alternative compensation structures may provide more consumer protection, and drive higher client satisfaction.
September 16 -
To stand apart from broker-dealers, advisors may not need tougher rules, but smarter marketing.
August 16 -
Without acknowledging both the downside and tremendous upside of long time horizons, the 4% rule is no rule at all.
August 12 -
Though designed to raise standards for broker-dealers, the SEC’s 564-page rule sent ripples throughout the advisory industry.
July 29 -
It's important to categorize necessary and discretionary expenses, but advisors need to know how clients are defining them.
July 23 -
It’s not as easy as hanging out a shingle. Advisors and back-office employees need to master certain traits.
June 28 -
Adding clients may increase the top line, but it may come at the expense of profits, free time and even happiness.
June 21 -
Younger investors tend to have limited assets, but that doesn’t mean their advice needs are simple.
May 30 -
There is no secret formula but there are some time-tested calculations that can reveal a firm’s productivity, or lack thereof.
May 7