Michael Kitces, MSFS, MTax, CFP, a Financial Planning contributing writer, is head of planning strategy for
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Even as BDs transition from their commission roots, too many still treat advice as a liability.
March 1 -
No client wants to pay up. But, some could benefit from more tax exposure in retirement than actual spending.
February 12 -
Bringing on new employees can spur growth, but can also complicate compensation structures.
February 8 -
The planning association says it needs to undertake “transformational change,” but its latest proposal may just multiply its problems.
January 28 -
By allowing disciplinary actions to be expunged from certificants’ records, the board is sabotaging its own efforts to raise industry standards.
January 24 -
The research firm’s headcount and related job forecast are based on a highly elastic idea.
January 14 -
The certification could stop being the gold standard and become the requirement, if only the regulatory path were clearer.
December 26 -
Building income streams that mimic the predictability of a working lifestyle is a delicate skill.
December 17 -
The SEC may have had good intentions, but the guidelines have distorted markets and reinforced the allure of companies that forego the IPO.
November 16 -
The anxiety is real — and so are the expenses — but the situation might not be as bad as some imagine.
November 9