Michael Kitces

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.

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.