Succession Planning for an Entire Industry: Why Study Groups Are Critical
“We really feel we have the best consultants in the industry as part of the group,” says Xcelsior study group member Mike Anderson.
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
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.
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.
Wanted: Smart Strategies for Wealthy’s Steeper Tax Landscape
Not since Jimmy Carter’s presidency have the very well-off been subject to such high tax liability. The increases are permanent.
Here’s Your Lead Generation Machine
Here’s a storyboard you’ll love: Investor checks out financial advisor online and likes what he sees. Investor hires financial advisor.
Big Boost to 401(k) Roth Conversions in Fiscal Cliff Deal
The last-minute deal by Congress to avoid the fiscal cliff contains a new option for workers saving for retirement.