Michael Kitces

These firms may actually be the worst positioned to capitalize on the robo trend, Michael Kitces writes.

Contrary to industry chatter, the new standards will likely benefit advisors working with actively managed funds, Michael Kitces writes.

Clients ready to quit the workforce in advance need to understand the impact of doing so on their Social Security benefits, Michael Kitces writes.

It’s tempting to skip that weekly gathering, but advisory firms may be losing efficiencies if they let them slide, Michael Kitces writes.

Advisers have turned into the new active investment managers.

The right strategy can save clients thousands of dollars, although the options are complicated.

Expanding the fiduciary role of CFPs is a good thing — but the fine print is worth sweating.

You’ve proven your value to clients for years. Isn’t it time to give yourself a raise?

New research suggests we’re hardwired to crave substantial liquid reserves, but advisers can blunt it — if not outright quench it.

Advisers may think their firm’s credibility stems from a big number. That’s not to say they should misrepresent their assets under management, Michael Kitces writes.