Current Issue


Kitces Critiques Move by CFP Board

Liana Roberts | March 30, 2020

Advisors took to Twitter in early March to voice their concerns about the CFP Board announcing that it would remove from its consumer-facing website,…

Editor's Note


SEC, FINRA Take Coronavirus Measures

Melanie Waddell | March 30, 2020

The Securities and Exchange Commission and the Financial Industry Regulatory Authority announced several measures in mid-March in reaction to the coronavirus.

How Ford Went From Family RIA to BD Exec

Ginger Szala | March 30, 2020

Erinn Ford, now head of KMS Financial, says her mother was an industry "pioneer” when she started out in the advisory field in 1975.

Fund-Manager Gender Gap Persists

Bernice Napach | March 30, 2020

Despite the growing number of mutual funds and ETFs, the percentage of female portfolio managers hasn’t changed in twenty years.



Retirement Planning in Bull and Bear Markets

Bernice Napach Michael S. Fischer | March 30, 2020

Some of the best trading days occur near the worst ones; plus, a look at what size of a market drop it takes to spook retirement investors and other trends.

Advisor Tech: Past, Present, Future

Dan Skiles | March 30, 2020

Over the past few decades, advisors went from having almost no choices to getting a long menu of solutions. The shift was — and remains — exciting.


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