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Articles tagged "Alan Moore"


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Alan Moore and Michael Kitces are building a better mouse trap and customers are beating a path to their door

Funded to the teeth by RIAs, Michael Kitces and Alan Moore now have a second big play--modernizing plan payments--and broker-dealers are beating down the door

AdvicePay replaces paper checks and 60-day waits with ACH and credit card transactions for financial plans -- a concept validated by hundreds of their own XYPN advisors signing up

January 25, 2019 at 4:01 AM

Michael Kitces (pausing the violin section): Our failure rates are ludicrously low.

Michael Kitces reveals 'crazy goal' of on-boarding 10,000 advisors and, yes, it may cause 'culture' problems

At his XYPN Conference, he reveals penchant for thinking big, failing almost never and reaching for the sky under Montana's Big Sky

October 3, 2018 at 6:14 PM

Michael Kitces: It’s an explicit slap in the face to custodians that insist they “must” have revenue-sharing payments to run their businesses. And here’s Vanguard eschewing them entirely.

Vanguard Group Makes Big Move on RIA Custody by Ending Commissions on 1,700 ETFs in Bid to Become Walmart of Financial Services

The Malvern, Pa.-based giant 'face slaps' Charles Schwab & Co. by undercutting it on ETF distribution fees the way Schwab did to it on ETF management fees

July 4, 2018 at 2:51 AM

MIchael Kitces: Do the math.

After PayPal demurs, Michael Kitces and Alan Moore launch online payments firm for RIAs

Advisors and two Missoula, Mont. angels will fund AdvicePay for increased staffing to sell and service software so that advisors can do billable hours without triggering a custody audit

January 25, 2018 at 7:41 PM

Graham Thomas interviewed Michael Kitces about the elephant in the FPA tent.

The 2017 FPA conference leans heavily on a Michael Kitces unimpressed with the group's 'silence' on the CFP Board

Although its theme was elusive, the Denver-based advocacy group and standard-setter drew 1,800 advisors to the Country-Western capital

October 9, 2017 at 7:57 PM

This little piggy went to market forces that made allies out of Twitter foes, Mssrs. Kitces and Stein

After famous Twitter feud, Jon Stein and Michael Kitces make up and join forces

As XY Planning Network hits 61 members, its co-founder bets that Betterment Institutional is the best platform for his mostly younger RIAs

March 2, 2015 at 6:42 AM

Cathy Curtis: My goal is to have prospective women clients find me on LinkedIn.

RIAs recount how they reap new clients using LinkedIn and Twitter, stealing a march on shackled wirehouse advisors

A whopping 90% of the mass-affluent investor pool is online and 44% of them are actively looking for an advisor

May 9, 2013 at 6:51 AM

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