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.

Commissions-based compensation models are losing ground to fee-based ones. But for broker-dealers, the switch isn’t something to be entered into lightly, Michael Kitces writes.

So-called reverse mortgages present a number of appealing features for borrowers — and a number of confounding tax implications, Michael Kitces writes.

Without diversifying cash flows across four key categories, retirees might be taking on too much risk, Michael Kitces writes.

Spouses on either side of the split can benefit — or lose — based on their claims strategies.

They handle the trading, rebalancing and overall management of portfolios — freeing advisers to face their clients. But not everyone wins, as Michael Kitces writes.

It’s time to consider payment schemes that are more transparent and better aligned between who pays the cost — and who enjoys the benefits.

Advisers often use one number to determine a client’s appetite for — and ability to absorb — market risk. And that’s a problem, Michael Kitces writes.

How advisers can help overcome their irrational expectations.

Avoiding these mistakes with a small business is essential.

Changes can substantially reduce the value of delaying widow(er) benefits for surviving spouses.