Michael Kitces

Not all vehicles are created equal — and for high earners in particular, the conventional wisdom may not apply.

Whether measuring performance against the market or a client’s own goals, the industry needs accountability.

We give advice based on the intel we have, but not all clients are as up front as we are.

Model marketplaces carry major potential for the industry, and experts from BlackRock and Envestnet say they’ve only just begun to make their full impact.

The impact of technology on client-facing jobs has been grossly overstated. Their threat to the back office, however, is very real.

Similarly fed-up with dismissive treatment of women, readers weigh in on what’s the best way to tackle sexist behavior.

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

There’s no playbook, but there is common sense, says XY Planning co-founder Alan Moore.

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

Five members of the network will receive the scholarship each cycle.

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

Fortune 500 companies disappear because they don't plan properly for the future. Don't think it can't happen to your firm.

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.

The firm wants to rid advisors, and their clients, of traditional paper checks.

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.

AdvicePay from Alan Moore and Michael Kitces is aimed at streamlining payments to advisors.

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.