Michael Kitces, MSFS, MTax, CFP, a Financial Planning contributing writer, is head of planning strategy for
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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 -
A detailed proposal can turn prospects into clients, but only if advisors can gather the right data.
November 2 -
There really is such a thing as good advice badly given.
October 26 -
As mega firms scale up and niche advisors specialize further, profits for a vast swath of the advisory market are getting squeezed.
October 12 -
Advisors can prune their practices to focus on the most profitable individuals — but it takes more than just time.
October 5 -
The net outflows are staggering, but recent studies show the relationship is far more nuanced.
September 24