Michael Kitces

With lowered surcharge thresholds effective this year, strategies to manage the bite are a way for advisors to add client value.

Existing clients and contacts can activate a fire hose of new revenue, so why do advisors shy away from the practice?

A relatively new approach for measuring savers’ progress toward goals is gaining steam, but it’s not without its imperfections.

A new body of research suggests an ideal retirement-planning approach may exist — but buyer beware.

If an acquisitive advisory firm doesn’t perform due diligence on the seller’s fee structure, headaches are guaranteed, Michael Kitces writes.

Such a nominal bump may seem like the cost of doing business — but it raises hard questions about the board’s intentions and practices.

New solutions offer plenty of features but lack focus.

Borrowing against the value of one’s 401(k) is a great way to ride out a low-yield environment, right? Think again.

The certification tells clients you have their best interests at heart. After that, is the name of the school important?

Clients may hold employer stock in their retirement accounts. It pays to know when and how to take distributions from it, Michael Kitces writes.