Articles tagged "Michael Kitces"
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Why RIAs should hedge their fee income to stay aligned with client interests
Clients invest for the long haul and advisors have short-term revenue needs making the AUM model imperfect at best
June 11, 2014 at 5:26 PM
The 25 financial advisors with the biggest online presences -- and a frank analysis of what online omnipotence does (or not) for them
Brightscope's top-100 social media maven list shows that RIA bloggers, tweeters, Facebookers and Youtubers sacrifice client face time to cater to web consumption
May 15, 2014 at 5:27 AM
The FPA is now brought to you by MetLife, for better or worse
The insurer's cash is the good news but some see it as tainted money
April 23, 2014 at 5:42 AM
Tiburon CEO Summit extrudes big news: Betterment Institutional is born
Steve Lockshin lays out his plans for TAMP-like venture and how Michael Kitces, a public critic of the Betterment CEO, very much fits in
April 8, 2014 at 9:39 PM
The RIABiz top 10 industry blogs -- and which bloggers they recommend
The RIA business is a land of micro-niches where owner-operated blogs are often the best reading spot for advisors to find the vibe and the level of granularity they seek on a subject
January 15, 2014 at 5:52 AM
How Frank Troise is looking to shoot the 'Google Love' moon -- with DFA, VC, crowd-sourcing and M&A aspects -- and why some critics see it as an elaborate salvage sale
The original referral model, MyFreeRetirementReport.com, proved suboptimal when brokers allegedly failed to pay up, and now industry leaders are leery of the new model's practical and regulatory viability
October 27, 2013 at 6:52 PM
A careful look into whether CalPERS is ticking along or a ticking time bomb
The $270-billion giant seems more grounded after some investing misadventures, but the unfunded-liability horse may be out of the barn
September 4, 2013 at 3:12 AM
Why exactly LPL Financial nixed NestWise and how OSJs, once again, may be wagging the big dog
The event is eerily similar to BloombergBlack's full stop, one analyst says, but LPL's story has its own twists, it seems
September 3, 2013 at 5:36 PM
Cogent study shows one big RIA distinction getting swallowed up -- or not
It'll be a head-turner if, in fact, two-thirds of all retail assets are fee-based in 2015, but there may be more to the story
August 7, 2013 at 6:35 PM
The FPA NorCal Conference burnishes its little-gem image with big RIAs and other advisory progressives
700 people pow-wowed at The (respendent) Palace of San Francisco and none of their activity escaped the Tim Welsh watchful eye
May 30, 2013 at 6:10 PM
Having won advisor assets, Envestnet's next -- more Google-like -- play is for their smarts
The Chicago outsourcer will soak up and synthesize information from 23,000 advisors and distribute it in real time in an effort to create one big giant brain out of an atomized industry
May 10, 2013 at 5:40 PM
Round 2 in Vegas: Finance Logix advisor conference ponders simplicity as sophistication
As the RIA industry matures, first-time buyers are gone and differentiation is the name of the game
April 29, 2013 at 6:04 PM
Two firms that have love-hate relationships with RIAs draft their harshest critics to serve as consiglieres
Advisor-rater BrightScope and tech startup Riskalyze draw two smack-talking industry observers into their inner circle
April 16, 2013 at 1:36 PM
The AICPA gets down with advisors in Vegas -- well, as much as accountants can
Michael Kitces, Roger Gibson, Harold Evensky and David Kelly were among the attendees of the rapidly growing conference -- and key tax changes got a close look
February 26, 2013 at 4:41 PM
Audience remark at Andy Gluck's session at TD Ameritrade pre-event session sets off a tweet chorus
A college student needed two hours to break into an RIA's files and it took only minutes for Twitterati to pass the story along at TD
