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Articles written by Guest Columnist Michael Kitces


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Eliza De Pardo: There's a tendency when you love what you do, and you focus on it to have a bit of tunnel vision at times.

Michael Kitces asks Eliza De Pardo if the $1.5 million RIA revenue threshold is a wall that ends the honeymoon; Short (inconclusive) answer: Yes, but...

The New York City RIA consultant sugarcoats nothing and provides sweetly precise numbers, and stresses that money can't buy enthusiasm.

November 16, 2021 – 6:48 PM

Michael Kitces: The AUM model happens to be remarkably robust and scalable… it doesn’t work when all financial advisors converge on the same model at the same time!

Michael Kitces names his price for RIAs to charge the other 80% of investors and it's a 1% fee but on income, not 1% on assets under management

The Columbia, Md.-based guru and entrepreneur sees a seminal shift in the industry -- and a life raft from dependence on the AUM fee model -- because a critical statistical mass of advisors are converging on a rate where consumers see value

February 14, 2019 – 11:39 PM

Michael Kitces: The Series 65 is like the driver’s test. Becoming an RIA and registering is the equivalent of the license.

When you actually have to register to become an RIA, how to do it and when you qualify to sign on

Kitces know the ways of the checklist-resistant but says the challenge of becoming a registered investment advisor is highly doable and can save an advisor money and time stuck in a morass

February 22, 2017 – 6:41 PM

Karin Risi is leading Vanguard's efforts to take on the 'robo' threat -- and the numbers are already on her side.

How Vanguard Group's robo-countering effort got to $1.3 billion of AUM so easily and why its future seems bright

Executed almost shyly, the hints-of-vanilla Malvern indexing giant is the unlikely Silicon Valley nemesis in automated services

June 26, 2014 – 3:14 AM

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