Articles tagged "Michael Kitces"
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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
April 29, 2016 at 8:48 PM
What to make of Peter Mallouk's sweeping deal with Tony Robbins -- and where the unlikely pairing goes from here
After deliberately relinquishing his cherished anonymity, the CEO of $18-billion AUM is using the Robbins deals as part of a larger charge from the bulrushes
April 5, 2016 at 3:58 AM
Michael Kitces blasts Investopedia for squeezing free advice out of RIAs and the advice super-site responds
The industry blogger says the routing of web traffic and its monetization works for the publication, not fo advisor practices
April 1, 2016 at 4:23 PM
Schwab gives Salesforce the heave-ho as hub of Intelligent Integration
150 RIAs are scrambling for a new CRM arrangement ahead of a July 31 drop-dead date as the San Francisco custodian unwinds the once exalted partnership
March 31, 2016 at 3:03 AM
After being jostled by a lawsuit, CFP Board makes bold play to inoculate itself against future ones
Due caution or paranoia? Either way, a sour whiff of FINRA self-protectionism pervades
March 25, 2016 at 9:32 PM
How Rob Francais is convincing RIAs to sign on the dotted line with Aspiriant -- no money down
The CEO of the $9 billion RIA grabbed nearly $1 billion of AUM from Hokanson and Glowacki with stock swaps
February 19, 2016 at 8:35 PM
Vestorly makes play for RIA browsers with $4.1 million of VC funding -- tiptoeing past prowling issue
Justin Wisz's robo-marketing for advisors already serves RIAs like Halbert Hargrove but now he's reaching for a higher rung of robotics
January 28, 2016 at 9:15 PM
Vanguard's virtual RIA adds $10 billion in last six-month period, an acceleration to $1.6 billion per month of net new assets
Does Vanguard's Personal Advisor Services' zoom to $31 billion makes it a the 'single greatest threat' to classic RIAs?
January 12, 2016 at 10:40 PM
Morningstar report suggests jiu-jitsu tactic for buying annuities: Game them right back by waiting
Seniors who pick their moment can save as much as 50% with patience as the key strategy
October 29, 2015 at 6:29 PM
A palpable camaraderie accrues in Boston as FPA provides support group for lonely CFPs and the atomized niche firms that serve them
There were RIAs and IBDs galore -- but no wirehouse reps -- on hand for a much-anticipated robo slug-out between Kitces and Sokolin
September 29, 2015 at 8:27 PM
Strung out on Red Bull, and stung by a red-faced landlord, 70 tech nerds and Russian-style judges, Eric Clarke pushes RIA app coders to new limits in Utah suburb
No panels, no PowerPoint no breakout sessions -- just tech whizzes from competing firms striving to integrate their systems to better serve financial advisors
