Articles tagged "Michael Kitces"
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Michael Kitces attacks CFP Board for jacking fees 17% in name of 'strategy' when the certificant is flush with $20 million in reserves
The Board defends murky financials and a 'buried' hike as overdue -- even when it's operating at a $1.3 million surplus
September 18, 2017 at 7:23 PM
Eric Clarke keeps FUSE lit by rebalancing deep-suburbia hackathon with BlackRock and DFA real economiks
The event's subversive air drew the local police, yet again, to the door of the Park City, Utah weekend hackathon
September 11, 2017 at 6:43 PM
Jack Bogle's ICI grumbles and Kunal Kapoor's 'future' mode make Morningstar's 2017 conference sparkle with an uber relevance
The Vanguard founder made a dig at ICI and the Morningstar CEO put RIA bloggers on even agenda-slot footing with BlackRock CEO and IBM's Sironi
May 4, 2017 at 3:17 AM
Betterment's 'call me a masochist' co-founder goes in search of more acute pain and Jon Stein flies solo
Eli Broverman leaves the table 14 years after meeting Jon Stein over a poker game
April 10, 2017 at 10:24 PM
Andy Rachleff blasts flesh-and-blood advisors -- even planners -- as Wealthfront returns to offense in robo game after losing ground under former QB Adam Nash
The Redwood City robo's founder and CEO sneers at the traditional retirement planning process even as Wealthfront concedes it's still chasing the essential snark of automated advice: artificial intelligence
February 24, 2017 at 5:33 PM
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 at 6:41 PM
Rekindling old feud, Michael Kitces blasts Betterment, if civilly, for stealth price hike and other shortcomings
The blogging phenom puts love-hate relationship with the New York robo phenom on display as he calls out Betterment's sustainability and growth-rate problems, but as a customer still sees more to love than hate
February 6, 2017 at 11:48 PM
Jon Stein unleashes elite RIA referral unit as crown jewel of grand Betterment plan to sell virtual fiduciary advice
Robo's CEO names Vanguard, Fidelity and Schwab as market-share targets of his advice offensive across the full spectrum of affluence
January 31, 2017 at 10:11 PM
Orion draws a record pack of hackers to Utah to code, bond -- and compete
From 7,000 feet above sea level, 90 RIA software types breathed thin air en route to zapping redundant portals
September 12, 2016 at 6:56 PM
Vanguard virtual RIA's growth rate plummets from 50% to 32% with a staggering consolation -- another $10 billion in AUM since January
Now at $41 billion, up from $31 billion six months before, Vanguard gorged on easy cannibalization but classic RIAs are also losing assets to the Malvern growth engine
August 2, 2016 at 9:30 PM
How RIAs took one approach to Brexit and asset managers another -- and why only the latter group has egg on its face
With the markets virtually even with a week ago, asset managers now need to contend with all those already shopworn webinar ideas that followed their inability to predict the Leave vote
June 30, 2016 at 8:09 PM
Betterment explains why its Brexit-sparked trading halt on Friday wasn't 'suspended' trading
The $4.8-billion robo-advisor frames its trading actions in terms of discretionary management of assets but the prerogative it asserts puts RIA clients in a tight spot
June 28, 2016 at 10:43 PM
As legal battle erupts between Bill Winterberg and Joel Bruckenstein, T3's allegedly wild profits from pay-for-play content get dragged into court of RIA opinion
In need of a partner when David Drucker retired, Bruckenstein brought in friendly rival Winterberg on a handshake coopetition deal; now Bruckenstein has Brian Hamburger defending him
June 2, 2016 at 6:39 PM
After her Stanford B-school classmates rip on FAs at reunion, a stung Min Zhang takes uber north to Pershing RIA event to hear out Kitces, Tibergien and Poirier on the topic
Mark Tibergien, Mike Kitces, Addepar CEO and others in San Francisco show pathway to capturing the hearts and savings of 'bankless' millennials
May 6, 2016 at 9:05 PM
Betterment informs RIA clients of new $2,400 license fee then cancels it, for now, after advisor blowback
During an intense 48-hour period and 'dozens' of conversations with RIA principals, Tom Kimberly capitulated to advisors who say the fee outstrips the features
