Michael Kitces, MSFS, MTax, CFP, a Financial Planning contributing writer, is head of planning strategy for
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The technology is there, efficiencies are multiplying and the incentives are huge. So, why is the general mood so grim?
March 26 -
Even after a federal appeals court struck down the rule, more clashes over the regulation of sales versus advice are inevitable.
March 19 -
Monte Carlo simulations can only do so much.
March 12 -
Advisors should educate themselves about the treatment of Medicare premiums, tuition fees and 401(k) distributions.
March 5 -
As investment management becomes a supporting service, software providers are facing disruption.
February 20 -
The good, the bad and the downright inexplicable in the suggested changes.
February 12 -
As advisors grow their firms into bona fide businesses, they may sour on the profession —unless they scale back, Michael Kitces writes.
February 9 -
It’s time to broaden our understanding — and assessment — of risk composure.
February 2 -
Transparency is the key to a good long-term client relationship. That’s why advisors should publish fees and minimums on their websites.
January 22 -
Some of the biggest changes come when industries collide.
January 16
