Michael Kitces: The 2013 IA 25 Extended Profile
As he ticks off trends he sees in the advisor industry, Michael Kitces envisions that technology-augmented advisors will trump traditional advisors over the next 10 years.
The 2013 Broker-Dealer Presidents’ Poll
Fee compression, regulation, succession planning, technology—the more things change, the more they stay the same for the 58 leaders of independent broker-dealers we questioned exclusively for our annual survey
Advisors, Start Preparing Now for the Post-Boomer World
After years of baby boomer-this and baby boomer-that, urgent attention is now being directed at next-generation wealth accumulators—and how best to serve their needs.
The 2013 IA 25 Slideshow: Tech Gurus and Media Moguls
Technology is so ingrained in our personal lives that it could easily be taken for granted by advisors who are satisfied to know what the cloud is.
CFP Board’s CE Plan Rattles FPA Retreat Attendees
The CFP Board, which is currently tasked with setting the standards and regulating CFP CE providers, would become a provider itself if the plan were approved.
Kitces and Winterberg Describe the Future of Financial Planning
At FPA Retreat, Michael Kitces and Bill Winterberg suggested that in the very near future—now?—planners won't be able to act like the Wizard of Oz. Better interaction and engagement with clients will mean better adoption.
The 2013 IA 25 Special Report
With the 2013 IA 25, our 13th annual list of the most influential individuals in and around the advisor business, we decided to do something different.
Crossing Paths: The 2013 IA 25
With Investment Advisor's 11th annual list of the most influential individuals in and around the advisor business, we decided to do something different.
Advisor Industry ‘Disruptor’ BrightScope Adds Kitces to Advisory Board
In naming Pinnacle advisor and Web guru Michael Kitces to its advisory board, BrightScope is targeting online transparency as it offers lead generation opportunities to advisors.
Portfolios, Planning and the Pursuit of Perfection
A look at how advisors can do a better job at giving clients what they really want from a financial advisor.