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As advisors grow their firms into bona fide businesses, they may sour on the profession —unless they scale back, Michael Kitces writes.
February 9 -
It’s time to broaden our understanding — and assessment — of risk composure.
February 2 -
The firm wants to rid advisors, and their clients, of traditional paper checks.
January 22 -
Transparency is the key to a good long-term client relationship. That’s why advisors should publish fees and minimums on their websites.
January 22 -
Some of the biggest changes come when industries collide.
January 16 -
AdvicePay from Alan Moore and Michael Kitces is aimed at streamlining payments to advisors.
November 14 -
If an acquisitive advisory firm doesn’t perform due diligence on the seller’s fee structure, headaches are guaranteed, Michael Kitces writes.
November 14 -
Such a nominal bump may seem like the cost of doing business — but it raises hard questions about the board’s intentions and practices.
November 2 -
New solutions offer plenty of features but lack focus.
October 30 -
Borrowing against the value of one’s 401(k) is a great way to ride out a low-yield environment, right? Think again.
October 16