As Clients Age, Stock Up on Stocks: Kitces
Traditional wisdom dictates that clients’ allocation to equities should decline as they get older, but Michael Kitces questions this strategy.
Ric Edelman: Stay Cutting-Edge on Technology or Fail
At IMCA, two views of how to grow a practice, from Ric Edelman and Paul Tramontano.
IMCA 2014 Key Speakers: Blinder, Silver, Milevsky, Edelman
Attendees at the IMCA conference in Boston will hear insights from Moshe Milevsky, Nate Silver, Ric Edelman and more. Alan Blinder gave the keynote speech.
Flat Fees or AUM, the Final Chapter (Maybe): The Retired Client
Elliot Weir advances the discussion on which is better for advisors and clients: AUM fees or flat fees. With an assist from Michael Kitces.
XY Planning Network Adds Tech Partners
Michael Kitces' XY Planning Network announced Monday its list of “core” technology partners that will be available to platform users.
The IA 25 for 2014
This is our 12th annual IA 25 list, bringing together the most influential people in and around the advisor industry.
The Real Key to Harnessing Technology
Financial advisors need to remember that technology is simply an enabler: You must first set up your business to accommodate it—then reap the rewards.
Kitces, Moore Launch XY Planning Network
Members of the XY Planning Network will offer fee-only financial planning services on an “affordable” monthly retainer and work with clients virtually.
The Pros and Cons of AUM or Flat Fee Compensation for Advisors: Part 2
Is charging flat fees for advice really the “wave of the future,” or is it a recycled idea that gained little traction in the past?
Why Retirement Planning Is Not for the Passive
With so many uncertainties regarding Social Security, annuities and the “4% Retirement Rule,” an active approach to planning is vital.