Articles tagged "Michael Kitces"
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Ric Edelman and David Bach go their own ways after super-partnership dissolves
After less than a year together, Bach is on a long vacation and Edelman is still pursuing a succession plan
August 4, 2015 at 8:21 PM
Vanguard's white-hot 'hybrid robo' just added $4 billion in three months -- a heat that may cast a chill on 'pure' robos
Now at $21 billion, Vanguard Personal Advisor Services is cannibalizing as a segmentation strategy and emphasizing new technology that edges it toward a more robo-centric, less call center-oriented model
July 16, 2015 at 5:02 PM
Michael Kitces attacks CNBC for its top-100 fee-only list because so many listed RIAs disclose non-fee comp on their ADVs
The New York-based news organization fires back by encouraging a closer reading of its methodology
June 4, 2015 at 7:45 PM
Peter Mangan taunts rival RIA custodians as Shareholder Services Group adds weapons, advisors
San Diego event celebrates emerging advisors and their emerging custodian
April 27, 2015 at 5:37 PM
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
On strength of $1.4 billion of AUM and 90 RIA clients, Betterment raises $60 million of VC funding as it looks to disrupt RIA custody
The New York City-based robo added $1 billion in 11 months and (sources say) has bigtime RIAs contemplating it as a primary platform, CEO Jon Stein says
February 19, 2015 at 2:01 PM
What to make of Fidelity Investments paying $250 million out of the blue for eMoney
The price paid is about right, experts say, but in the hands of the giant, it could be worth more -- or less
February 12, 2015 at 6:06 AM
What Vanguard revealed under webcast pressure about its phono-robo's vulnerability
Already gathering $1 billion per quarter, the index giant holds off on VPAS launch for fears of post-beta traffic overwhelm
January 15, 2015 at 5:09 AM
The steps Personal Capital is taking to win bigger accounts after a year of 100% growth and 95% of them small fish
This call center advisor is handing out free iPads to its wealthiest clients along with bulk pricing and concierge services that include two human advisors per family
September 29, 2014 at 6:05 AM
What's up with Schwab getting into the robo-style online advice business and is Windhaven the linchpin?
Walt Bettinger's options for building using existing ETF portfolio capabilities or buying one of the many robos in existence point to a no-lose move
July 25, 2014 at 11:15 PM
How the CFP Board is getting its $40 million's worth from its advertising campaign and how it isn't
Unaided recognition of CFP certification jumps about 90% in three years ...assets stemming from that, not so much
July 24, 2014 at 9:55 PM
An ex-Lehman exec with a 2008 crash sideline seat becomes Mr. Inside for the TAMP, roll-up and RIA where Michael Kitces is Mr. Outside
Pinnacle has hit $1.3 billion of AUM and is pushing forward aggressively with hires, strategic plans and offering 'office hours' with the planning research head dubbed 'stump the Kitces'
July 10, 2014 at 5:22 AM
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 at 3:14 AM
How Merrill Lynch Clear looks so impressively RIA-like and what shows how deceptive looks can be
The big iPad-laced and rhetoric-laced wirehouse initiative toward goals-based investing may have selling insurance as its primary goal
June 18, 2014 at 5:54 PM
Thoughts on 'robo-advisors' served cold, compliments of Kitces and Waymire
With the potential for channel conflict, wirehouses are the most handcuffed in thwarting automated financial 'advice'
