Michael Kitces' and Kitces.com's writing, research, expertise, and opinions are regularly cited in the press.
2025
Citywire RIA - May 23, 2025 - Opinion: Only 8% of advisors have niches, but they're winning more clients
Barron's - April 28, 2025- Michael Kitces to Next-Gen Advisors: Know the Risks of Employment Agreements
Think Advisor - April 10, 2025 - Advisors Tread Carefully to Avoid Spooking Clients as Markets Plunge
Financial Planning - April 10, 2025 - Solo advisors can thrive in a consolidating industry. Here's how
WealthManagement.com - April 10, 2025 - The Diamond Podcast for Financial Advisors: Michael Kitces on the Secrets to Accelerating Growth
Think Advisor - April 8, 2025 - This Emerging Planning Technique Is Tailor-Made for Worried Retirees
Right Capital - March 25, 2025 - Key Takeaways from the March 2025 Kitces Report
Think Advisor - March 17, 2025 - This Structure Maximizes Advisor Teams' Productivity: Kitces
WealthManagement.com - March 17, 2025 Kitces Survey Shows 'Sweet Spot' of One Advisor, Two Staff Member Teams
AdvisorHub - March 12, 2025 The FA Show: On the Road at the Horizons Conference with Michael Kitces
Think Advisor - March 7, 2025 To Change Your Clients’ View of Retirement, Stop Using This Phrase
2024
Yahoo Finance - December 16, 2024 - New fee structures are making financial advice more accessible to investors
Yahoo Finance - December 10, 2024 - Why technology has enhanced, not replaced, financial advisers
InvestmentNews - November 22, 2024 - Great Wealth Transfer is 'utterly preposterous': Kitces
Financial Planning - November 7, 2024 - Should advisors be wary of AI that makes novel investment decisions?
Financial Planning - October 10, 2024 - Michael Kitces on what he does — and doesn't — trust AI with
RIABiz - September 26, 2024 - The folksy Kitces 'fintech map' ballooned by 265% to 485 brands over six years, a sensation sowing seeds of its own destruction, making Kitces chart two new 'maps' -- including an app
Barron's - September 13, 2024 The Top 100 Independent Advisors and RIAs for 2024: The Growth of Mega RIAs
The Human Side Of Money - September 4, 2024 - A Playbook To Master The Human Side of Advice with Michael Kitces
RIABIz - August 22, 2024 - Barron's annual 'robo-advisor' tally rose to $1.1 trillion but with one huge caveat that draws harsh crticism from industry experts
White Coat Investor - August 15, 2024 Michael Kitces on the State of Financial Planning
Afford Anything - July 24, 2024 - Michael Kitces: Is the Economy Worse than We Think?
Morningstar - July 22, 2024 - Michael Kitces: 5 Trends Financial Advisors Should Know
ThinkAdvisor - July 22, 2024 - Kitces: 5 Industry Trends Reshaping Financial Advice
AdvisorHub - April 4, 2024 Michael Kitces on Advisor Wellbeing: How Autonomy is Trumping Income When it Comes to Advisor Happiness
2023
Think Advisor - December 15, 2023 - CEO Exits, Layoffs Signal Private Equity's Growing Impact on Wealth Management
Investopia - November 15, 2023 5 Must-Read Blogs for Financial Advisors
Financial Advisor - October 19, 2023 Advisor Specialization and Revenue Growth
Investor's Business Daily - August 14, 2023 - Baby Boomers Are Hitting Peak 65. What It Means For Retirement Planning.
Alturist - August 9, 2023 - Content creation, AI, AdvisorTech, and more with Michael Kitces
Financial Independence Hub - June 9, 2023 - Why the 4% rule is actually (still) a decent rule of thumb
Peter Lazoroff - May 31, 2023 - Evolution of Financial Advice and AI
Mad Fientist - May 26, 2023 - The Problem with the 4% Rule (and Why You Could Retire Even Sooner)
Morningstar - May 17, 2023 - How to Sequence Withdrawals in Retirement
Morningstar - May 10, 2023 - Best Practices for Tax-Efficient Portfolio Management
Advisor Hub - May 5, 2023 - RIAs Test New Pricing Models As Cherished AUM Fee Comes Under Pressure
Pacific Life - February 24, 2023 - Advisory Annuities and the Role of Fiduciary Duty
Think Advisor - January 24, 2023 - Scaling Financial Advisory Businesses
Financial Planning - January 24, 2023 - Michael Kitces on how financial advisors can spend more time giving actual advice
2022
Kiplinger - November 17, 2022 - Advice-Only Financial Advisers Don't Touch Your Money
Investopedia - October 1, 2022 - Buying an Advisory Practice? These Tips Will Help You Get it Right
WindWard Passages - September 21, 2022 - Social Security at 62, Retirement Plan Options, & Michael Kitces
Trust & Will - September 7, 2022 - The Great Wealth Transfer: Why Advisors Should Be Paying Attention to Millennials
Think Advisor - August 31, 2022 - 6 Tips for Advisors When Talking Fees With Clients
Think Advisor - August 9, 2022 - Kitces: Why Advisors Must Specialize Now
Carson Group - July 15, 2022 - An Overview to Buying and Selling a Financial Advisor Book of Business
Professional Planner - July 13, 2022 - Dunbar’s Number and Kitces’ Conjecture underline advice challenges
FMT Solutions - June 9, 2022 - 5 financial advisor news blogs you should be following
Investopedia - June 6, 2022 - Michael Kitces on the Myth of Retirement
AdvisorHub - May 26, 2022 - “He did it!” UBS Wealth Boss Lauds Minnesota Broker’s Millionth Cold Call
Morningstar - April 20, 2022 - Can a Qualified Longevity Annuity Contract Aid Your Retirement Plan?
Prialto - March 24, 2022 - Financial Advisor Virtual Assistants Address Talent Shortage
Advisor.ca -March 8, 2022 - Empathy with clients led to more pandemic stress for female advisors: study
RIA Biz - March 17, 2022 - Michael Kitces' debate with two top RIA custodians may have vaporized--causing him to pivot to a 'discussion'--but he still made his point--more transparency, now!
Investment News - March 16, 2022 - Kitces, LPL exec agree on need for more transparency from RIA custodians
Indigo Marketing - January 17, 2022 - 36 Top Influencers for Financial Advisors in 2022
2021
Rethink. The Financial Advisor Podcast - October 27, 2021 - Rethink: Advisor, Adviser or Advicer – featuring Michael Kitces
Callesen Wealth - October 12, 2021 - Understanding Advisor Fees
RIA Biz - October 1, 2021 - Michael Kitces picks his moment to demand the SEC close two giant faux-RIA loopholes -- the hat-switching 'hybrid' advisor and the wirehouse 'financial advisor'
Forbes - August 18, 2021 - Vanguard Joins Morgan Stanley And Blackrock In Fight For The Next Big Thing In Investing: Direct Indexing
Barron's - August 13, 2021 - Less Is More—Now Is the Golden Age for Solo Advice Practices
Advisor Perspectives - August 9, 2021 - The Next Generation of Risk Measurement Methodology
Mad Fientist - March 30, 2021 - Michael Kitces – The 4% Rule and Financial Planning for Early Retirement
Investment News - February 11, 2021 - Kitces report reignites debate over advisory fees
2020
Ezvid Wiki - May 25, 2020 - 5 Helpful Financial Planning Resources
Financial Advisor Magazine - February 7, 2020 - "Happy Accidents Or Planned, Advisors Enjoy Virtual Practices"
RIABiz - February 7, 2020 - "Schwab execs all but dash RIA hopes for TD Ameritrade VEO One survival by pitting the open-API platform against expediency and an admitted pro-Schwab bias"
Financial Planning - January 29. 2020 - "‘This can be done. Go do it.': XYPN hires 2, hits 56% women on leadership"
Money Marketing - January 23, 2020 - "What does the next generation of clients want?"
CNBC - January 23, 2020 - "This mistake around new IRA withdrawal rules could leave you with a bigger tax bill"
Money Marketing - January 14, 2020 - "Danby Bloch: ‘Til we e-meet again"
2019
San Francisco Chronicle - December 25, 2019 - "More answers to questions on retirement plans and the Secure Act"
Barron's - December 17, 2019 - "For Financial Advisor Ads, a New Frontier"
Financial Planning - December 6, 2019 - "Schwab hires small RIA advocate ahead of TD Ameritrade acquisition"
AdvisorHub - December 6, 2019 - "Schwab Hires Ex-TD Ameritrade CEO Tom Bradley on Eve of Merger"
Financial Planning - December 1, 2019 - "The most transformative software for advisors?"
Investment News - November 18, 2019 - "RIA consolidation could put $2.4 trillion in play over next decade"
Financial Advisor - November 14, 2019 - "Kitces To Advisors: Differentiate Yourself Or Die"
RiaBiz - November 7, 2019 - "Goldman Sachs & Co. appoints Rachel Schnoll to yank off United Capital band-aid that Joe Duran didn't -- making FinLife work with non-UC applications"
ThinkAdvisor - November 7, 2019 - "Michael Kitces to Advisors: Differentiate or You're Doomed"
San Francisco Chronicle - November 2, 2019 - "Sell a house? Cash in an IRA? You may be hit with a surcharge on Medicare premiums"
Investment News - November 1, 2019 - "States considering rules for how advisers charge subscription fees"
Morningstar - October 24, 2019 - "Not OK"
Investment News - October 24, 2019 - "TD's Skip Schweiss says he'll do whatever it takes to avoid conflicts as president of FPA"
RiaBiz - October 15, 2019 - "Fidelity's Abby Johnson took eight days to succumb Chuck Schwab's commission torpedo but those days may have been put to good use. One big casualty of Fidelity Investments' buckle on zero-fee commissions may be the zero-fee RIA custody tailwind of three decades duration"
Fosters - October 6, 2019 - "When is 4% less than 4%? – after taxes"
New York Post - October 5, 2019 - "Be careful whom you trust with your money so they don’t Madoff with it"
Investment News - October 4, 2019 - "Price-pressure trend shines new light on RIA-custodian relationships"
Washington Post - October 4, 2019 - "Schwab’s Next Target? Your Financial Adviser"
Investment News - October 3, 2019 - "Schwab's next target? Financial advisers"
ETF Trends - October 2, 2019 - "E-Trade drops commissions on trades, joining Schwab, TD Ameritrade in brokerage fee war"
ThinkAdvisor - September 20, 2019 - "Kitces Addresses Concerns on XY Planning's Rapid Growth"
RiaBiz - September 16, 2019 - "How Michael Kitces' and Alan Moore's plan to sue the SEC on XY Planning's dime -- on behalf of all RIAs -- is a good business risk and a sign of possible FPA impotency"
Investment News - September 16, 2019 - "XY Planning Network firms wonder if group can support them long term"
Consumer Reports - September 2, 2019 - "Why Indexed Annuities May Promise More Than They Deliver"
Financial Advisor - September 1, 2019 - "When Subscription Fees Work"
Kiplinger - August 29, 2019 - "Live Well Without Running Out of Money in Retirement"
ThinkAdvisor - August 23, 2019 - "Why Wealthfront's Latest Deal Won't Impact Advisors"
New York Times - August 23, 2019 - "Your Long-Term Care Insurance Rate Spiked. Now What?"
Forbes - August 22, 2019 - "Triple Your FIRE Portfolio's Size By Using The 3.5% (Not 4%) Rule"
Wealth Management - August 22, 2019 - "Wealthfront Buying RIA, Facet Buying Clients"
RiaBiz - August 19, 2019 - "Abby Johnson set financial services on fire with a 1.91% 'cash' offer, drawing 'first blood' in an 'accelerating war of rates,' analyst says"
Financial Advisor - August 9, 2019 - "Do Men And Women Advisors Get Equal Pay For Equal Work?"
RiaBiz - August 8, 2019 - "Tim Hockey: 'As we all know, the environment that's facing our entire industry has gotten a little more interesting.'
Tim Hockey leaves baffled analysts (and everyone else) probing for answers to explain abrupt departure plan as TD Ameritrade CEO; It's about... nothing!"
AdvisorHub - August 7, 2019 - "Fidelity Stokes New-Account War, Offering 1.9% on Client Cash"
The Telegraph - August 5, 2019 - "Liz Weston: How to mess up a variable annuity"
RiaBiz - August 1, 2019 - "Charesse Hagan has agreed to be an on-call technology coach but not without the ability to pitch for paid gigs.
FPA keeps adding coaches to its pro-bono roster but quid pro quo makes the medicine go down as mom-and-pop consultants help mom-and-pop advisors"
Nasdaq - August 1, 2019 - "Building a Disruptive Innovation for Advisors"
Financial Planning - July 26, 2019 - "Considering subscription pricing? What you should know first"
Benefits Pro - July 12, 2019 - "Edelman Financial Engines lays first building block in bid to disrupt trillions in flows to IRAs"
RiaBiz - July 8, 2019 - "Vanguard hits back at Fidelity's loss-leader strategy by courting higher-margin businesses, like China and private equity, and axing low-margin ones like annuities--Wealth management franchises are next"
Kiplinger - July 3, 2019 - "States Step in to Boost 401(k) Savings"
Seeking Alpha - June 26, 2019 - "Retirees, Don't Say No When The Market Offers You A Nice Bonus"
Forbes - June 19, 2019 - "This One Easy Strategy Can Save Your Retirement From Disaster"
Financial Advisor - June 17, 2019 - "Kitces: Financial Planning Is No Longer Enough To Win Clients Over"
Investment News - June 17, 2019 - "Target-date fund design may be wrong for retirees"
City Wire - June 14, 2019 - "AUM fee model will survive, but there's a catch"
Financial Advisor - June 13, 2019 - "Strategies For Clients With Retirement Savings Shortfalls"
Investment News - June 13, 2019 - "4 strategies for Roth conversions"
Financial Advisor - June 13, 2019 - "Don't Like Annuities? You'll Like Them Even Less When Your Client Dies"
Barron's - June 7, 2019 - "A Road Map for More Retirement Income"
Investment News - June 4, 2019 - "Oranj and TradeWarrior battle moves beyond the courtroom"
Barron's - June 3, 2019 - "Worried You’re Going to Retire in a Bear Market? Here’s What to Do."
Investment News - May 28, 2019 - "SEC to tackle thorny topic: How much advice brokers can give without being an adviser"
Investment News - May 16, 2019 - "Michael Kitces says traditional retirement investment strategy is wrong"
Barron's - April 18, 2019 - "Michael Kitces: A Whirlwind in Advisor Land"
Financial Planning Magazine - April 17, 2019 - "FPA slows — and could halt — its chapter rollup initiative"
Professional Planner - April 17, 2019 - "Trust, confusion and disclosure: Kitces on US advice today"
City Wire - April 15, 2019 - "‘I was terrible at it’: Inside Michael Kitces’ journey from cold-calling flop to RIA guru"
RiaBiz - April 12, 2019 - "Commonwealth CEO Wayne Bloom brushes off rep pushback, spins off Advisor360 to sell formerly exclusive software and research to competitors"
RiaBiz - April 12, 2019 - "Schwab connected lawyer’s InvestmentNews column erupts like a sudden spring storm, roiling advisors, after firing a warning shot at RIAs without revealing connections"
Morningstar - April 9, 2019 - "Is There an Upside to Sequence of Return Risk?"
City Wire - April 9, 2019 - "Kitces: try charging a percentage of income for advice"
Bloomberg - April 8, 2019 - "Bigger 401(k) Contributions Are Easier for Empty Nesters"
401K Specialist - April 5, 2019 - "The NeverEnding Story—Reg BI and the Latest Fiduciary Folly"
Wall Street Journal - April 5, 2019 - "You Pay for Netflix and Spotify Monthly. What About Financial Planning?"
Investment News - March 29, 2019 - "Schwab moving to subscription fees could be watershed moment for advice industry"
ThinkAdvisor - March 28, 2019 - "Schwab Rolls Out Subscription-Based Financial Advice"
Advisor's Edge - March 25, 2019 - "Managing risk with the clock ticking"
RiaBiz - March 25, 2019 - "Josh Brown launches by-and-for RIA event, Wealth/Stack, in Arizona but can the super-blogger reform the bastion of intrusive sponsorship"
Wall Street Journal - March 21, 2019 - "WSJ Wealth Adviser Briefing: BlackRock Price Cuts, Green Real Estate, NYC Investor Club"
City Wire USA - March 20, 2019 - "Joe Duran and Michael Kitces team up for new 'unfiltered' podcast"
Barron's - March 19, 2019 - "Kitces: How Advisors Really Spend Their Time"
Investment News - March 14, 2019 - "Envestnet acquires MoneyGuide for $500 million"
The Globe and Mail - February 23, 2019 - "The new retirement challenge: What to do when things go right"
Money Management - February 21, 2019 - "Tech puts value of advice in question"
RiaBiz - February 4, 2019 - "Fidelity Investments takes another leap into the future, enlisting Amazon to turn advisors into virtual reality avatars, but some say it's pie-in-the-sky"
RiaBiz - January 26, 2019 - "Edelman and Carson mark end of era as 'last holdouts' to dump FINRA, but are they jumping from frying pan into fire of SEC scrutiny?"
Investment News - January 14, 2019 - "Factions emerge in OneFPA overhaul"
New York Times - January 7, 2019 - "How to Dodge a Market Dip That Threatens Your Retirement"
2018
The Street - December 26, 2018 - "3 Pitfalls When Making Charity Donations From Your IRA"
Financial Advisor IQ - December 12, 2018 - "Five Big Trends Shaping the Industry"
San Francisco Chronicle - November 24, 2018 - "Here’s something most brokerage firms would rather you ignore"
RiaBiz - November 1, 2018 - "Schwab IMPACT hits speed bumps in its 27th year on the stage, in the kitchen, with long lines and in the hard questions RIAs asked"
Wealth Management - October 30, 2018 - "Free Financial Planning: Gimmick or Groundbreaking?"
Financial Advisor IQ - October 24, 2018 - "Kitces-Led Platform Bets on Regulatory Uncertainty for Fee-Only Advisors"
Financial Advisor IQ - October 23, 2018 - "Advisory Fees Could Be Under Fire From a Surprising Source"
Financial Advisor - October 17, 2018 - "Goals-Based Financial Planning Doesn’t Need to Be So Hard…Or Expensive"
Investment News - October 15, 2018 - "What Elon Musk can teach advisers about social media"
Morningstar - October 11, 2018 - "7 Smart Tax Maneuvers in a (Still-) Lofty Market"
MarketWatch - October 9, 2018 - "What is a ‘real interest rate’ and how does it affect retirees?"
Investment News - October 4, 2018 - "FPA welcomes conference attendees with #MeToo notice"
Wealth Management - October 4, 2018 - "Ten Essentials of Stellar Financial Advisor Websites"
RiaBiz - October 3, 2018 - "Michael Kitces reveals 'crazy goal' of on-boarding 10,000 advisors and, yes, it may cause 'culture' problems"
Wealth Management - October 1, 2018 - "Michael Kitces on the Biggest Opportunities, Oversold Ideas in Advice"
MarketWatch - September 19, 2018 - "Want a career change? Maybe you should become a certified financial planner"
The Street - September 15, 2018 - "How to Market Your Financial Firm on a Budget"
Investment News - September 15, 2018 - "SEC advice rule contains a huge hole"
Bankrate - September 12, 2018 - "Adding it up: Here’s how much Americans spend on financial vices"
RiaBiz - September 7, 2018 - "After dream of cloud-based PortfolioCenter falters, Schwab Advisor Services makes good by showering small RIAs and third-party software vendors with windfalls"
RiaBiz - September 6, 2018 - "As Principal takes RobustWealth reins, the looming question is whether it follows the Northwestern-LearnVest script, which had a depressing final scene"
Investment News - September 4, 2018 - "Apex will soon custody cryptocurrency assets"
RiaBiz - August 28, 2018 - "Twitter war pits Josh 'Downtown' Brown against Michael Kitces over hush-hush issue: Do RIA custodians face Merrill-Lynch style conflicts over advisor custody fees?"
MarketWatch - August 16, 2018 - "What you don’t know about sleep can save you money"
Morningstar - August 16, 2018 - "Could Your Long-Term Care Premiums Be Hiding in Plain Sight?"
ThinkAdvisor - August 16, 2018 - "At 34, and Top-Rated by Forbes, Merrill Advisor Forms His Own Wealth Firm"
MarketWatch - August 13, 2018 - "Give your money only to financial advisers who fit your needs, not theirs"
Investment News - August 9, 2018 - "Custodians ponder charging RIAs asset-based fees"
Financial Planning - August 6, 2018 - "When to show HNW clients the Roth IRA back door"
Kiplinger - August 1, 2018 - "Cutting the Tax Bill on Company Stock"
Financial Advisor - August 1, 2018 - "Kitces On Why The SEC's Best Interest Proposal Violates The '40 Act"
MarketWatch - July 31, 2018 - "Big changes to your 401(k) and IRA — and more retirement news"
Investment News - July 31, 2018 - "Climbing the digital mountain"
RiaBiz - July 31, 2018 - "The very millennial reason Shirl Penney snagged Merrill Lynch's 34 year-old Ayco-killer and his $1B team and why Focus Financial lost out"
Financial Planning - July 12, 2018 - "How outsourced investment strategies are reshaping wealth management"
Wall Street Journal - July 12, 2018 - "Behind on Retirement Savings? It’s Not Too Late to Catch Up"
RiaBiz - July 6, 2018 - "Taking the helm from famous founder, Jay Shah gets Personal Capital out of Vanguard's shadow with new shape, new deals and a 70% leap in assets"
Investment News - July 2, 2018 - "New digital Fidelity platform will let consulting firms bid for adviser projects"
CardRates - June 25, 2018 - "Things to Consider When Hiring a Financial Advisor — A Conversation with Financial Planning Expert Michael Kitces"
Financial Planning - June 19, 2018 - "LPL takes a shortcut to blockchain"
Financial Advisor - June 19, 2018 - "Please Pass The ‘Catch-Up’: Helping Your Clients Meet Their Retirement Goals"
PR Newswire - June 7, 2018 - "Investopedia Releases List of Most Influential US Financial Advisors"
USA Today - June 6, 2018 - "Social Security: Will I not get spousal benefits because of state retirement pension?"
US News - June 6, 2018 - "Why the 4 Percent Withdrawal Rate Is Obsolete"
Investment News - June 2, 2018 - "The legacy of the DOL fiduciary rule: Almost gone, but never forgotten"
Kiplinger - June 1, 2018 - "Follow QCD Rules to Make Your IRA Qualified Charitable Distributions Count"
RiaBiz - May 30, 2018 - "LPL Financial is latest to go the 'risk number' route by signing deal with LifeYield, which signed a Riskalyze deal in February"
PhillyNews - May 11, 2018 - "Vanguard's hybrid robo-advisor creates Amazon-like fear among competitors; Bogleheads say robo can be great training"
Mutual Fund Observer - May 9, 2018 - "Michael Kitces: 4 Ways To Mitigate The Impact Of RMDs"
MarketWatch - May 4, 2018 - "Don’t cheat yourself with the 4% rule"
Investment News - May 2, 2018 - "Advisers must align a client's portfolio with these 3 personal risk measures"
Financial Advisor - May 1, 2018 - "Emotion-Driven Planning Will Accelerate Soon"
ThinkAdvisor - May 1, 2018 - "2018 IA 25 RIA/Advisory Winners"
Morningstar - April 30, 2018 - "2 Ways to Upgrade Your 401(k) Without Leaving Your Job"
Wealth Management - April 27, 2018 - "Commentary: Fiduciary Duties Need to Include Non-Conflicted Investment Research"
LA Times - April 22, 2018 - "Don't run out of money in retirement: Here's how much to use per year, and why"
RiaBiz - April 9, 2018 - "What Tom Bradley's first post-TD Ameritrade gig says about him is interesting and his specific MaxMyInterest robo mission, more so"
Financial Advisor - April 6, 2018 - "Women Advisors Are Socially Savvier Than Men, But Report Gaining Less AUM"
Morningstar - April 6, 2018 - "Why Buy Annuities?"
Kiplinger - April 4, 2018 - "Find the Right Financial Advice at the Right Price"
Morningstar - April 1 2018 - "4 Reasons Roths Are Right for Younger Investors"
Investment News - March 31, 2018 - "Are annuities finally getting some respect?"
Financial Planning - March 28, 2018 - "What Wealthfront's reported valuation drop means for indie robo advisors"
Morningstar - March 27, 2018 - "Roth or Traditional: Keep the Decision Personal"
Wall Street Journal - March 25, 2018 - "Six Questions to Ask a Financial Adviser About Fees"
US News - March 20, 2018 - "A New Quagmire for Quarterly U.S. Taxpayers"
WRAL - March 19, 2018 - "Why reverse mortgages are a harder sell now"
CFA Institute - March 18, 2018 - "Time for Financial Professionals to Sharpen Their Saws"
Barron's - March 17, 2018 - "How to Curb the High Cost of Caregiving"
Wealth Management - March 9, 2018 - "The Markings of a True Destination RIA"
Professional Planner - February 28, 2018 - "Influential US adviser has praise, criticism for Australia"
Seeking Alpha - February 26, 2018 - "An Advisor's Advisor"
Wall Street Journal - February 22, 2018 - "Why Top-Earning Medicare Users Will Pay More Next Year"
Cuffelinks - February 22, 2018 - "Kitces Part 1: How robo misunderstood the advice model"
Morningstar - February 13, 2018 - "Should Your Clump Your Charitable Donations?"
RiaBiz - February 1, 2018 - "Tim Hockey goes to Florida with an RIA 'problem' that's not RIAs"
Think Advisor - February 1, 2018 - "CFPs Cry Foul Over Proposed 7-Step Planning Process"
RiaBiz - January 25, 2018 - "After PayPal demurs, Michael Kitces and Alan Moore launch online payments firm for RIAs"
Morningstar - January 22, 2018 - "How Empty-Nesters Can Play Retirement Catch-Up"
Investment News - January 17, 2018 - "TD Ameritrade finds momentum in its new model portfolio marketplace"
Think Advisor - January 16, 2018 - "Inside ETFs to Feature Mohamed El-Erian, Serena Williams"
Morningstar - January 9, 2018 - "Retirees: What You Should Watch in 2018"
RiaBiz - January 8, 2018 - "Vanguard's new CEO Tim Buckley hints the next move for his firm's RIA's 30-basis-point fee may be down, down, down"
Reverse Mortgage Daily - January 4, 2018 - "Two More Key Reverse Mortgage Tax Resources"
Think Advisor - January 2, 2018 - "The Ever-Evolving Financial Advisor"
Investment News - January 2, 2018 - "AdvisorEngine acquires Junxure CRM"
CNBC - January 1, 2018 - "8 books to help you become wealthier in 2018"
2017
MarketWatch - December 22, 2017 - "I need a blockchain vacation’ — here’s what looks overhyped in fintech for 2018"
Financial Advisor - December 28, 2016 - "Will Low Returns Destroy Retirement?"
ETF - December 28, 2016 - "What Are Advisors To Do About Robos?"
Squared Away - December 1, 2016 - "Retirees’ Tax Puzzle: Pay Now or Later?"
Wealth Management - November 28, 2016 - "The DOL’s Fiduciary Rule Brings More Surprises"
New York Times - November 10, 2016 - "What Money Experts Are Telling Clients After the Election"
ThinkAdvisor - November 9, 2016 - "Trump, GOP Could Torpedo DOL Rule, Dodd-Frank"
Bloomberg - November 9, 2016 - "Is Trump Going to Mess With Your Investments? Six Tips"
Morningstar - November 6, 2016 - "The One Portfolio Move To Make Before Year-End"
Forbes - November 1, 2016 - "Ratcheting Up Retirement Spending"
ebn - October 25, 2016 - "Views Roth 401(k), Pre-Tax 401(k) Or Both?
St. Louis Post Dispatch - October 21, 2016 - "Small Investors Catch A Break As Brokers Get Squeezed"
Morningstar - October 20, 2016 - "Tax-Gain Harvesting Can Be A Profitable Strategy"
Bloomberg - October 19, 2016 - "Blackrock, Schwab ETF War Alerts Retirement Advising"
New York Times - October 7, 2016 - "How to Improve Your Retirement Income if You Haven't Saved"
Money - October 6, 2016 - "Here's The Tipping Point When Health Replaces Money As Retirees Top Concern"
Market Watch - September 28, 2016 - "Is Your Tolerance For Risk Being Measured Correctly?"
Wealth Management - September 27, 2016 - "Betterment Adds Automated Asset Location Strategy"
Bloomberg - September 27, 2016 - "This Investing Robot Could Juice Your Returns By 15%"
Wealth Management - September 26, 2016 - "Are Reverse Mortgages On The Comeback Trail?"
Chicago Tribune - September 16, 2016 - "For Financial Advisers, Sussing Out Fear Moves To The Forefront"
CNBC - September 12, 2016 - "There's No Such Thing As Free Financial Advice"
Kiplinger - September 7, 2016 - "Ways Your Employer Can Help You Plan For Retirement"
Wall Street Journal - September 5, 2016 - "The Best Asset Mix Near Retirement"
Wealth Management - August 24, 2016 - "Why Is Betterment Partnering With Uber?
Nasdaq - August 19, 2016 - "So You've Got A Roth IRA...How Should You Invest It?"
Financial Planning - August 15, 2016 - "CFP Board Opens Up New Mandatory Arbitration To New Scrutiny"
ThinkAdvisor - August 12, 2016 - "CFP Board To Make Advisor Arbitration Results Public"
Bankrate - August 6, 2016 - "Early Retirement Age: Can You Retire At 62?"
Consumer Reports - July 28, 2016 - "How Robos Handle the "F" Word"
Investor's Business Daily - July 18, 2016 - "SEC's Proposed Rule On Continuity Plans Is Aimed At Protecting Investors"
Salon - July 18, 2016 - "Should You Save Enough To Live To 100?"
Star Tribune - July 18, 2016 - "Should You Save Enough To Live To 100?"
Forbes - July 14, 2016 - "Why Retirees Aren't Running Out Of Money"
Market Watch - July 13, 2016 - "How Saving Too Much Can Make Your Retirement Less Satisfying"
Newsmax Finance - July 12, 2016 - "Retirement Spending Plans Are As Important As Investment Growth"
Bloomberg - July 12, 2016 - "The Richest Generation in US History Just Keeps Getting Richer"
Wealth Management - July 7, 2016 - "Will Tech Ease the DoL Burden?"
Financial Planning - June 29, 2016 - "After Trading Halt, Betterment Suffers Its Own Brexit Shock"
Wealth Management - June 28, 2016 - "New SEC Proposal Will Force Advisors To Plan For Succession"
Financial Planning - June 28, 2016 - "When Tax-Loss Harvesting Isn't The Best Idea"
Bloomberg - June 24, 2016 - "Investors Scared of Brexit: This Is What To Do Now"
Nasdaq - June 24, 2016 - "Meet Your New Robo Advisor, Disguised As Your Old Money Manager"
Bloomberg - June 23, 2016 - "Do You Pass the Financial Stress Test?"
The Motley Fool - June 21, 2016 - "Simple Financial Advice for New Grads"
Bloomberg - June 20, 2016 - "The 7 Habits of Highly Effective Investors"
Chicago Tribune - June 12, 2016 - "Your investment behavior could be costing you a fortune"
Financial Planning - June 8, 2016 - "Kitces: Tech Trend Will Lead Advisers Into Niche Practices"
Kiplinger - June 7, 2016 - "How To Build The Right Mix Of Investments In Retirement"
Vox Personal Finance - June 6, 2016 - "The Sneaky But Probably Legal Way Rich People Shield Retirement Savings From Taxes"
The News Tribune - June 5, 2016 - "How Much Do You Need For Retirement"
Morningstar - June 2, 2016 - "Investing a Lofty Cash Stake in a Lofty Market"
Morningstar - May 26, 2016 - "Fresh Approaches to Paying for Long-Term Care"
Investment News - May 24, 2016 - "CFP Board Halts Program to Tack Donation onto Certification Dues to Fund its New Center"
CNBC - May 23, 2016 - "5 Crucial Retirement Years For Your Money"
Philly.com - May 15, 2016 - "What Robo-Advisers Miss For Investors"
Wealth Management Today - May 10, 2016 - "3 Secrets of Portfolio Rebalancing by Michael Kitces"
USA Today - May 4, 2016 - "Commission vs Fee: How To Pick A Financial Adviser Right For You"
CNN Money - April 20, 2016 - "Should you follow the 4% retirement rule"
Forbes - April 19, 2016 - "The 4% Rule And The Search For A Safe Withdrawal Rate"
Investment News - April 18, 2016 - "Annually rebalancing client portfolios hurts performance: Pinnacle's Michael Kitces"
BenefitsPro - April 17, 2016 - "Robo-advisors: The coming wave in the financial industry"
Barron's - April 16, 2016 - "Why Your Advisor Doesn't Like The Fiduciary Rule"
ThinkAdvisor - April 13, 2016 - "LPL Going Robo With BlackRock's FutureAdvisor"
Marketwatch - April 11, 2016 - "Time's up: Millions of Americans are about to lose Social Security benefits"
Senior Housing News - April 11, 2016 - "Nontraded REITs Must Survive on 'Merit' Under Fiduciary Rule"
Investment News - April 5, 2016 - "Crawling Up The Wealth Management Pyramid"
RIABiz - April 4, 2016 - "What To Make Of Peter Mallouk's Sweeping Deal With Tony Robbins -- And Where The Unlikely Pairing Goes From Here"
Financial Times - March 30, 2016 - "How Social Media Helps Financial Advisors Woo Clients"
San Francisco Chronicle - March 16, 2016 - "Answers to questions on Social Security 'file and suspend'"
Bloomberg - March 14, 2016 - "Breaking Up Is Hell. Especially With Your Financial Adviser"
Morningstar - March 10, 2016 - "Last-Minute IRA Contributors: 10 Mistakes To Avoid"
Money - March 9, 2016 - "Digging Deaper Into the Best Retirement Withdrawal Strategies"
401(k)Specialist - March 1, 2016 - "Why 401(k) and Social Security Coordination Is Critically Important"
Seeking Alpha - February 25, 2016 - "Senate Report: Fiduciary Rule Puts Retirees, Advisors, and Broker-Dealers All On The Same Chopping Block"
Marketwatch - February 24, 2016 - "Planning For The Obama Administration's New And Not-So-New Retirement Plan Laws"
Morningstar - February 14, 2016 - "Are Changes to Retirement Plans Afoot?"
Forbes - February 10, 2016 - "Is The Self-Driving Car In Your 401(k) Setting Your Portfolio Up For A Crash?"
Wall Street Journal - February 10, 2016 - "Obama Budget Would Curb Some Popular Strategies"
International Business Times - February 10, 2016 - "Market Turmoil: Roth IRA Conversion Can Turn Portfolio Losses Into Tax Savings With This Strategy"
Financial Planning - February 9, 2016 - "Nearing Milestone, Network for Young Advisors Mines 'Untapped Market'"
Wealth Management - February 4, 2016 - "Why Less Is The New More"
BenefitsPro - February 3, 2016 - "The Roth Conversion Calculus For Retirees"
ThinkAdvisor - February 1, 2016 - "Wirehouses Gear Up On The Tech Frontier"
Morningstar - January 31, 2016 - "The Best Resources For Retirement Planning: Reader Favorites"
New York Times - January 29, 2016 - "Annuities as an Alternative to Shakey Markets? Not So Fast"
Financial Advisor - January 21, 2016 - "Adhering To Ethics Code No Longer Required For FPA Members"
Investment News - January 21, 2016 - "Longevity Annuities Better Deal Than Bonds, Immediate Annuities, But Lag Equities"
The Fiscal Times - January 21, 2016 - "Finally, A Reliable Path For Retirees To Donate To Charity"
Nerd Wallet - January 15, 2016 - "The High Cost Of Claiming Your Powerball Jackpot"
Wall Street Journal - January 7, 2016 - "529 Plans Open Doors To to Disabled From Any State"
Chicago Tribune - November 3, 2015 - "The Budget Bill's Impact on Social Security Benefits"
The Fiscal Times - November 2, 2015 - "Retirees Get Big Lessons On Loopholes From Budget Deal"
Next Avenue - November 2, 2015 - "You May Have Just Lost A Way To Max Social Security Benefits"
Forbes - November 2, 2015 - "Relief on Medicare Premiums, But You May Have Just Lost A Way To Max Social Security Benefits
San Francisco Chronicle - November 2, 2015 - "Budget Law Kills 'File And Suspend" Strategy For Singles, Too"
New York Times - October 30, 2015 - "Rarely Used Social Security Loopholes, Worth Thousands of Dollars, Closed"
Slate - October 30, 2015 - "The Budget Deal Closed a Social Security Loophole"
San Francisco Chronicle - October 29, 2015 - "Federal Budget Bill Would Kill Social Security Loopholes"
USA Today - October 29, 2015 - "Lawmakers Put Kibosh on Social Security Benefit-Boosting Strategies"
RiaBiz - October 29, 2015 - "Morningstar Report Suggests Jiu-Jitsu Tactic for Buying Annuities: Game Them Right Back By Waiting"
Wall Street Journal - October 28, 2015 - "Budget Deal Ends Key Social Security Claim Strategies"
San Francisco Chronicle - October 26, 2015 - "Congress Nearing Partial Fix For Medicare Part B Fee Increase"
CNBC - October 19, 2015 - "Is the Future For Robo-Advisors Bright...Or A Bust?"
USA Today - October 8, 2015 - "Medicare Part B Premiums Rise to Rise 52% For 72 Million Enrollees"
Kiplinger - October 1, 2015 - "A Trick to Saving For Retirement If You Earn Too Much"
Kiplinger - October 1, 2015 - "Make Your Money Last A Lifetime"
Marketwatch - September 29, 2015 - "What Retirees Should Be Asking About QLACs"
Financial Advisor - September 28, 2015 - "Michael Kitces Trades Jabs With Leading Robo-Advisor"
Chicago Tribune - September 16, 2015 - "Retirement: Investing For The Long Haul"
Chicago Tribune - September 1, 2015 - "Obscure Rule May Hike Medicare Premiums For Some"
ThinkAdvisor - August 31, 2015 - "Should Advisors Change How They Charge?"
Reuters - August 27, 2015 - "Young Workers In Target-Date Funds Hit Hard By Market Drop"
Wall Street Journal - August 26, 2015 - "Got Losses? A Tax Break Could Soothe the Pain"
401(k) Specialist - August 24, 2015 - "Why the Time is Right for Rollovers"
Professional Planner - August 21, 2015 - "Strategies to Reduce Retirement Income Uncertainty Amid Market Volatility"
Consumer Reports - August 20, 2015 - "4 Tax-Smart RMD Strategies: How to Save When Making Required Minimum Distributions From Retirement Accounts"
Financial Planning - August 19, 2015 - "In Wealth Management, Big Data Means Big Deals"
Financial Advisor - August 13, 2015 - "Kitces Goes from Paraplanner to Advice-Industry Spokesman"
San Francisco Chronicle - July 29, 2015 - "How to Find an Unbiased Financial Adviser"
Financial Planning - July 24, 2015 - "Dispelling Reverse Mortgage Myths"
Benefits Pro - July 24, 2015 - "RIA Sees Emerging Conflict of Interest For Fee-Only Advisors"
AARP - July 24, 2015 - "2016 Social Security COLA? Don't Bet On It"
Bloomberg Business - July 22, 2015 - "Millennials Have a Ton of Stock. They Just Don't Know It"
Bloomberg Business - July 8, 2015 - "Watch an Elite Financial Adviser Hack His Own Retirement"
NPR - July 8, 2015 - "Fact Check: 36 Percent Or Not? Inside Jeb Bush's Tax Math"
Kansas City Star - July 6, 2015 - "The Journey: Taking a Look at Longevity Annuities in Retirement"
The Motley Fool - June 21, 2015 - "Social Security: Why the 8% "Return" Myth Shouldn't Make You Wait To Retire"
Financial Planning - June 15, 2015 - "The Advisor With A "275M Firm and a Software Startup"
Financial Planning - June 9, 2015 - "It's Not About Timing: IRS on Backdoor Roth Conversions"
Wall Street Journal - June 9, 2015 - "Why a Big Raise Today Can Cause Problems Tomorrow"
Reuters - June 5, 2015 - "Reverse Mortgages Worth A Look, If Approached With Caution"
RiaBiz - June 4, 2015 - "Michael Kitces Attacks CNBC For Its Top-100 Fee-Only List Because So Many Listed RIAs Disclose Non-Fee Comp on Their ADVs"
Wall Street Journal - May 31, 2015 - "A Better Way to Tap Your Retirement Savings"
CheatSheet - May 19, 2015 - "5 Easy Ways to Save Enough Money For Retirement"
Bloomberg - May 18, 2015 - "Will You Be Able to Work in Retirement?"
Marketwatch - May 18, 2015 - "Here's the Advice You Get From Vanguard's New Robot-Human Hybrid"
New York Times - May 15, 2015 - "Why Stocks Belong in a Retirement Portfolio"
Marketwatch - May 8, 2015 - "Here's Another Sign That Rock-Star Fund Managers May Be An Endangered Species"
Marketwatch - May 7, 2015 - "How To Save For College In The Age Of Ultron"
Time Money - May 4, 2015 - "Do You Really Need A Long-Term Care Plan?"
Chicago Tribune - May 4, 2015 - "Is An Online Investment Advisory Service Right For You?"
Marketwatch - May 2, 2015 - "Can You Tell A Human Financial Adviser From A Robot?"
Kiplinger - May 1, 2015 - "4 Secrets To Buying Long-Term Care Insurance"
Financial Planning - April 29, 2015 - "Apple Watch Financial Apps: Too Soon?"
CNBC - April 17, 2015 - "Robo Firms Gaining Traction With Traditional Advisors"
New York Times - April 3, 2015 - "Why Paying For Financial Advice Makes Sense"
YahooFinance - April 2, 3015 - "The Battle of the Robo-Advisers Heats Up"
Kiplinger - April 1, 2015 - "Be Wary of "Senior" Experts"
Financial Advisor - April 1, 2015 - "The Long And Short Of It"
Time Money - March 31, 2015 - "Would You Trust Your Retirement To A Machine?"
Reuters - March 30, 2015 - "Three Tax Mistakes Even Smart People Make"
Wall Street Journal - March 27, 2015 - "The Investing Lesson of 1937: Hold Some Cash"
Investment News - March 26, 2015 - "Top 10 Adviser Marketing Myths"
US News - March 25, 2015 - "How Much Cash is Too Much Cash for Your Portfolio?"
Time Money - March 24, 2015 - "The Secrets to Making a $1 Million Retirement Stash Last"
Wall Street Journal - March 15, 2015 - "How to Fund a Roth IRA Through a Standard 401(k)"
Morningstar - March 11, 2015 - "Aftertax 401(k) Contributions Get More Attractive"
Morningstar - March 11, 2015 - "Retirement Planning in Overhauled Markets"
Bankrate - March 4, 2015 - "Take on the 52-Week Money Challenge"
Fiduciary News - March 3, 2015 - "The Best Way Plan Sponsors Should Pay Fees for 401k Fiduciary Advice"
CNBC - March 2, 2015 - "Robo-Advisors Have Yet To Prove Their Worth: Analysts"
RiaBiz - March 1, 2015 - "After Famous Twitter Feud, Jon Stein and Michael Kitces Make Up and Join Forces"
ThinkAdvisor - February 27, 2015 - "XY Planning Brings Betterment Institutional to Next-Gen Clients"
New York Times - February 27, 2015 - "Making Money Decisions When You Lose Your Job"
YahooFinance - February 25, 2015 - "Make Your Retirement Savings Last a Lifetime"
Investment News - February 24, 2015 - "Labor Department Rankles Advisers with Quick Video on Fiduciary"
Time Money - February 20, 2015 - "5 Ways to Invest Smarter at Any Age"
New York Times - February 19, 2015 - "Long-Term Care Insurance: Costs Are Up but Vary Widely"
Radical Personal Finance - February 17, 2015 - "The Massive Impact of Conferences on Personal Career and Income: Interview with Michael Kitces"
Wall Street Journal - February 17, 2015 - "Reaching Out to Clients' Children Worth the Effort?"
Think Advisor - February 17, 2015 - "Advisory Firms Enter Robo Race"
Fox Business - February 16, 2015 - "How to Avoid Running Out of Money in Retirement"
Wall Street Journal - February 15, 2015 - "Investors Snap Up Online Financial Advisers"
RiaBiz - February 11, 2015 - "What to Make of Fidelity Investments Paying $250 Million Out of the Blue For eMoney"
Wall Street Journal - February 1, 2015 - "Mini-Bonds: More Fun, More Risk"
Morningstar - February 1, 2015 - "Should You Make Aftertax Contributions to Your 401(k)?"
Wall Street Journal - February 1, 2015 - "Cash or Credit? Paying for Big Purchases"
Wall Street Journal - January 26, 2015 - "A Way to Fix Long-Term Care Insurance?"
Investment News - January 21, 2015 - "No More Face-to-Face Meetings"
Wall Street Journal - January 11, 2015 - "A New Savings Plan For The Disabled"
2014
Think Advisor - December 31, 2014 - "6 Top Tax Changes for 2015"
Think Advisor - December 29, 2014 - "XY Planning Makes RIA Compliance Package Free for Members"
Knoxnews - December 27, 2014 - "Paul Fain: Advice From Around The Country for 2015"
CNBC - December 22, 2014 - "How Harvesting Losses Reaps Tax Savings"
Retirement Revised - December 19, 2014 - "Charitable IRA makes a last-minute comeback for 2014"
Bloomberg - December 17, 2014 - "Doing the Charitable Calculus: How to Give - and Get, Too"
ETF.com - December 17, 2014 - "How Investors Win By Being Just Average"
CNBC - December 4, 2014 - "Build An Investment Portfolio, One Dime At A Time"
LifeHealthPro - December 2, 2014 - "DIAs & QLACs: What the New Treasury Regulations Mean For Advisors"
Wall Street Journal - November 30, 2014 - "How To Think About Risk In Retirement"
Wall Street Journal - November 23, 2014 - "How Stocks Test Young Investors"
Yahoo! Finance - November 17, 2014 - "Should You Invest In More Risk As You Age?"
Investors.com - October 31, 2014 - "6 Steps to Help Financial Advisers Win Clients' Trust"
Wall Street Journal - October 27, 2014 - "How To Pump Up a Roth IRA"
US News & World Report - October 27, 2014 - "Financial Advisors vs. Robo-Advisors: Which Is Right For You?"
CNBC - October 27, 2014 - "Weighing the Pros and Cons of Annual Tax-Loss Harvesting"
Financial Planning - October 20, 2014 - "New Job Board for Independent Firms Launched"
Time Money - October 16, 2014 - "The Conventional Money Wisdom That Millennials Should Ignore"
Yahoo! Finance - October 14, 2014 - "When Switching to ETFs from Mutual Funds Make Sense"
The Globe & Mail - October 5, 2014 - "Playing Defense: Two Ways to Plan for Retirement"
Washington Post - September 29, 2014 - "How to Stay on Point with Target-Date Funds"
Wall Street Journal - September 26, 2014 - "The Roth-IRA Math for 50-Somethings"
Forbes - September 26, 2014 - "7 Steps to Stock Investing Without Too Much Risk"
CNBC - September 23, 2014 - "Focusing on Niches Adds Value, Fuels Returns"
Living On The Cheap - September 18, 2014 - "When To Claim Social Security"
Bankrate - September 17, 2014 - "File And Suspend Is Your Friend"
The Globe & Mail - September 9, 2014 - "Can You Live Better In Retirement Than Conventional Wisdom Suggests?"
Wall Street Journal - September 7, 2014 - "Beware Leaving a Roth for Heirs"
Dallas News - September 5, 2014 - "Human vs Machine: Which Financial Adviser To Choose?"
Bankrate - September 3, 2014 - "New IRA Rules That Close Up Some Loopholes"
Wall Street Journal - September 2, 2014 - "Can Your Financial Advisor Solve Your Retirement Puzzle?"
CNBC - September 2, 2014 - "Niche Knack: Looking To Grow, Advisors Start To Specialize"
Think Advisor - August 25, 2014 - "The Freewheeling Life of the Virtual Advisor"
Think Advisor - August 25, 2014 - "TD Ameritrade Fee Rebates: A Win or a Loss for Investors, Advisors?"
Wall Street Journal - August 23, 2014 - "Insurance Against Outliving Your Retirement Savings"
Professional Planner - August 20, 2014 - "Introducing Financial Planning 'Finology' - Where Investing Meets Investors"
Financial Standard - August 19, 2014 - "Licensees Must Be More Open To Social Media: AFA"
Wall Street Journal - August 16, 2014 - "Hate Earning No Interest? Here's Why Cash Isn't Trash"
The Globe & Mail - August 8, 2014 - "Three Retirement Strategies For A Low-Yield World"
US News & World Report - August 8, 2014 - "To Claim Or Not To Claim: When Should You Take Social Security?"
Bankrate - August 1, 2014 - "Turning On The Retirement Income Spigot"
Bankrate - July 23, 2014 - "Longevity Annuities for Retirees"
Morningstar - July 20, 2014 - "Should You Add Longevity Protection to Your Retirement Plan?"
Money Magazine - July 10, 2014 - "3 Ways to Make Your Money Last As Long As You Do"
Wall Street Journal - July 6, 2014 - "Essential Financial Steps for Young Workers"
Financial Advisor IQ - July 2, 2014 - "A Business Model Designed for Young Advisors"
Think Advisor - July 1, 2014 - "Kitces' NPR Announces First CFP Exam Scholarship Winners"
Financial Advisor IQ - June 26, 2014 - "Is Monthly Billing the Key to Young Clients' Hearts?"
Financial Advisor - June 24, 2014 - "NAPFA, XY Planning Network Team Up To Help Gen X And Y Advisors"
Investment News - June 23, 2014 - "40 Under 40 Profile"
Wealth Management - June 19, 2014 - "Where's the Real Money? In Delaying Social Security"
Financial Advisor IQ - June 17, 2014 - "Online Referral Services Under Microscope"
MarketWatch - June 17, 2014 - "Retirement: Is the 4% Solution Right For You?"
RIABiz - June 15, 2014 - "Thoughts on Robo-Advisors Served Cold"
Morningstar - June 11, 2014 - "Don't Let Your Standard of Living Outrun Your Savings"
Yahoo Finance - June 6, 2014 - "11 Best Financial Calculators for Millennials"
CNBC - June 3, 2014 - "Buffeted By Winds Of Change, Firms Rethink Strategies, Cast Wider Nets"
Yahoo Finance - June 2, 2014 - "Is It Smart To Sell Mutual Funds and Buy ETFs?"
CNBC - May 27, 2014 - "Technology to Spark Big Changes in Financial Services"
Investment News - May 14, 2014 - "What's an Alternative Investment, Anyway?"
New York Times - May 14, 2014 - "Playing Catch-Up While Retirement Remains Far Off"
Investment News - May 11, 2014 - "Delaying Social Security Can Outperform Investment Returns"
The Wall Street Journal - May 4, 2014 - "At Age 50, 'Senior' Benefits Begin for IRAs and 401(k)s for Retirement"
The Wall Street Journal - May 4, 2014 - "'Hybrid' Long-Term Care Policies: How to Tell If They're Right for You"
Morningstar - May 4, 2014 - "Why Adding To Stocks In Retirement Is A Good Idea"
Yahoo! Finance - May 2, 2014 - "Your Practice: Why financial advisers should choose a niche"
USA Today - May 2, 2014 - "Investing: When to take Social Security payments"
Bankrate - May 1, 2014 - "Should I Try A Digital Financial Adviser?"
Bottom Line Publications - May 1, 2014 - "Daring Strategy to Protect Your Nest Egg"
CNBC - April 30, 2014 - "Exit strategy: Why retirees need a withdrawal policy statement"
Research Magazine - April 28, 2014 - "Honing the Advisor's Tech Edge"
Investor Advisor Magazine - April 28, 2014 - "The IA 25 for 2014"
The Wall Street Journal - April 25, 2014 - "Does Switching to a Roth 401(k) Make Sense?"
Reuters - April 24, 2014 - "Why the IRS wants you to watch your IRA rollovers"
Financial Advisor - April 24, 2014 - "Five Easy-To-Use Tech Tools For Advisors"
AdvisorWebsites - April 23, 2014 - "Integrating Technology Into Your Advisory Firm"
CNN Money - April 23, 2014 - "Ready to start saving? Here's how to do it right"
Wall Street Journal - April 13, 2014 - "Mistakes to Avoid When Shopping for Long-Term Care Insurance"
New York Times - April 11, 2014 - "Financial Advice for People Who Aren't Rich"
Morningstar - April 5, 2014 - "Traditional or Roth IRA? 4 Things to Look At"
Wealth Management - April 4, 2014 - "XY Planning Network Opens for Young Advisors"
jeffbullas.com - April 2, 2014 - "The Social Media Marketing Secrets of Smart Savvy Bloggers"
Kiplinger - April 1, 2014 - "Boost Your After-Tax Investment Returns"
Investment Executive - April 1, 2014 - "Convention Wisdom"
American Association of Individual Investors - April 1, 2014 - "Reduce Stock Exposure in Retirement, or Gradually Increase It?"
CNBC.com - March 30, 2014 - "Are you a stock or a bond in life?"
Financial Planning - March 27, 2014 - "New Kitces Network to Target Planners for Gen X & Y"
Financial Times - March 25, 2014 - "Advisers Cautious About Social Media"
MSN Money - March 19, 2014 - "Where to save after maxing out your 401k and Roth IRA"
MSN Money - March 17, 2014 - "Do target-date funds have it backward?"
Morningstar - March 12, 2014 - "Key Factors in the IRA Debate"
Yahoo! Finance - March 7, 2014 - "Your Practice - The Rise and Rise of the Virtual Financial Adviser"
Financial Planning - March 1, 2014 - "Persuade Clients to Do the Right Thing"
CNN Money - February 28, 2014 - "Plan for the critical first decade of retirement"
The Street - February 28, 2014 - "Are Target-Date Retirement Funds Doing Things Backward?"
Detroit Free Press - February 22, 2014 - "Do you have 'financial advisor anxiety'? Get over it"
Dave Terpening Insurance Agency, Inc. - February 12, 2014 - "Nickels and Dimes: Budgeting for Healthcare"
The New York Times - February 10, 2014 - "Sites to Manage Personal Wealth Gaining Ground"
LA Times - February 9, 2014 - "Financial Pointers for the 99%"
The New York Times - February 7, 2014 - "Minimizing the Tax Drag on Your Investments"
Reuters - February 6, 2014 - "How Obamacare is creating new pathways to retirement"
Investment News - February 6, 2014 - "New CFP Board chairman stands firm on fee-only definition, sets goals for group's growth"
Investment News - February 6, 2014 - "Kitces, Wealthfront trade punches over online tax-loss-harvesting feature"
The Reverse Review - February 1, 2014 - "Spotlight: Breaking Down the Barriers"
The Wall Street Journal - February 2, 2014 - "More Answers to IRA Questions"
Bloomberg Personal Finance - January 29, 2014 - "There's Something About MyRA"
New York Magazine - January 29, 2014 - "Did President Obama's "MyRA" Proposal Just Solve Two Huge Problems With Retirement Saving?"
Asklizweston.com - January 28, 2014 - "Reverse Mortgages: No Longer A Last Resort?"
Financial Planning - January 27, 2014 - "Judge Rules Against CFP Board in Camardas Lawsuit"
Star Tribune - January 25, 2014 - "A Wealth of Options For Money Advice"
ThinkAdvisor.com - January 17, 2014 - "Did CFP Board Shorten Exams to Lure Certificants?"
RIABiz.com - January 14, 2014 - "The RIABiz top 10 Industry Blogs -- and which bloggers they recommend"
Betterment - January 14, 2014 - "Where Will You Get Your Financial Advice in the Future?"
Investment News - January 14, 2014 - "Robo-advisor Wealthfront grows, but is it mainstream or just a niche?"
The Wall Street Journal - January 12, 2014 - "What You Know About Retirement Investing Is Wrong"
The Wall Street Journal - January 9, 2014 - "Fund Investors, Don't Forget Embedded Gains (and Losses)
AARP - January 1, 2014 - "Securing Income for Life"
CNN.com - January 1, 2014 - "How Much Should You Hold In Stocks?"
ThinkAdvisor.com - January 1, 2014 - "Is Cash Value Life Insurance Disappearing?"
Journal of Financial Planning - January 1, 2014 - "Reducing Retirement Risk with a Rising Equity Glide Path"
