Michael Kitces, InvestmentNews

Michael Kitces

InvestmentNews

Hunter Mill, VA, United States

Contact Michael

Discover and connect with journalists and influencers around the world, save time on email research, monitor the news, and more.

Start free trial

Recent:
  • Unknown
Past:
  • InvestmentNews
  • Financial Planning
  • MichaelKitces
  • On Wall Street
  • Bank Inv. Consultant
  • Wall Street Journal
  • Moneyish
  • ThinkAdvisor
  • CNBC

Past articles by Michael:

The latest in financial #AdviserTech — September 2020

We look at the big news, announcements and underlying trends and developments that are emerging in the world of technology solutions for financial advisers! → Read More

How to design the optimal income harvesting strategy

Tax-rate arbitrage is one approach, but it’s far from the only one, according to contributor Michael Kitces. → Read More

When can CFPs call themselves 'fee only'?

The widespread popularity of the compensation descriptor, long ballyhooed by RIAs, ultimately proved problematic for the CFP Board which has updated its standards. → Read More

The latest in financial adviser fintech – July 2020

We look at the big news, announcements, and underlying trends in the world of technology solutions for financial advisers and wealth management → Read More

Kitces: Don’t sleep on these tax savings strategies

Despite raised thresholds, advisors can still find big itemization opportunities if they know where to look. → Read More

The latest in financial adviser fintech — September 2019

This month's edition kicks off with the news that Wealthfront is acquiring financial planning monthly subscription startup Grove. → Read More

Kitces: What the FIRE movement gets wrong

Without acknowledging both the downside and tremendous upside of long time horizons, the 4% rule is no rule at all. → Read More

Kitces: Why Reg BI matters for RIAs

Though designed to raise standards for broker-dealers, the SEC’s 564-page rule sent ripples throughout the advisory industry. → Read More

Kitces: Are retirement bucket strategies half empty?

It's important to categorize necessary and discretionary expenses, but advisors need to know how clients are defining them. → Read More

Michael Kitces: The latest in financial adviser fintech — June 2019

Welcome to the June 2019 issue of the Latest News in Financial Advisor #FinTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors and wealth management! This month's edition kicks off with the news that Vanguard is apparently working on a new "technology" platform for advisors –… → Read More

Kitces: Next-gen clients have more upside than you think

Younger investors tend to have limited assets, but that doesn’t mean they can’t be a lucrative addition to your practice. → Read More

Michael Kitces: The latest in financial adviser fintech — May 2019

This month's edition kicks off with the news that Schwab's PortfolioConnect is now available – for free – to all RIAs on its platform. → Read More

Kitces: The ratios that determine advisory firm success

There is no secret formula but there are some time-tested calculations that can reveal a firm’s productivity, or lack thereof. → Read More

Kitces: Beware the capital gains bump zone

Capital gains tax rates are not just taxed at a single, more favorable, rate anymore. → Read More

Kitces: The best way to manage sequence risk

Retirees who use a smaller withdrawal rate may amass significant excess wealth. That can mean trouble for advisors. → Read More

Kitces: Will scale really boost your bottom line?

There’s a lot to be said for being lean and mean. → Read More

Kitces: Your risk tolerance approach needs an update

It’s crucial to know how much of a drawdown an investor can tolerate before panic sets in. → Read More

Kitces: The myth of the part-time advisor

Career-switchers may think becoming a financial planner is an easy transition, but done improperly can pose dangers to themselves and clients. → Read More

Michael Kitces: The latest in financial adviser fintech — March 2019

Welcome to the March 2019 issue of the Latest News in Financial Advisor #FinTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisers and wealth management! This month's edition kicks off with the mega-news that Envestnet has acquired PortfolioCenter from Schwab, and in the process,… → Read More

Kitces to brokers: It's time for an attitude adjustment

Even as BDs transition from their commission roots, too many still treat advice as a liability. → Read More