Michael Kitces

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.

Board executives say the value of the CFP designation has grown. They also nod to more potential changes in the conduct standards.

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.

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.

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