Michael Kitces

Despite the profession’s efforts to attract and retain women, demeaning experiences at industry events could be keeping them away — or driving them out.

As a sustained bull run has made portfolios swell, managing the tax bill on those gains has become increasingly vital.

Financial planners typically frame their services in the broadest terms possible, but targeting niche markets, like architects, may be a better move.

Knowing how to price your services may seem like a dark art, but a few simple calculations yield revealing answers.

It’s an essential task both for advisors launching practices and seasoned veterans breaking away. Here’s how to ensure a good fit — and avoid costly mistakes.

The stresses of the job practically demand that we have people to confide in when the going gets rough, Michael Kitces writes.

Financial advice sometimes is — and isn’t — deductible.

Higher deduction ceilings have made itemizing a moot point for most individuals, but a novel strategy can yield real additional savings.

Sweeping tax changes have made it more important than ever to understand what is, and isn’t, deductible.

Though largely replaced by the 1% of AUM model, performance-based fee structures are cropping up again — and that’s cause for concern.

The technology is there, efficiencies are multiplying and the incentives are huge. So, why is the general mood so grim?

Even after a federal appeals court struck down the rule, more clashes over the regulation of sales versus advice are inevitable.

Monte Carlo simulations can only do so much.

Advisors should educate themselves about the treatment of Medicare premiums, tuition fees and 401(k) distributions.

As investment management becomes a supporting service, software providers are facing disruption.

The good, the bad and the downright inexplicable in the suggested changes.

As advisors grow their firms into bona fide businesses, they may sour on the profession —unless they scale back, Michael Kitces writes.

It’s time to broaden our understanding — and assessment — of risk composure.

Transparency is the key to a good long-term client relationship. That’s why advisors should publish fees and minimums on their websites.

Some of the biggest changes come when industries collide.