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Content tagged "Michael Kitces"



Kyle Ryan:  Everyone looks at headlines and says they're small and everyone was small once.

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

Monday 9.29.14
Walter Bettinger: We are fast at work.

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

Friday 7.25.14
Marilyn Mohrman-Gillis: Quite frankly, what we're spending is less than half a percent of all financial services' expenditures.

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

Thursday 7.24.14
Joseph Saldana: It's like sitting at your house and watching a storm blowing in from the horizon — you don't really know how bad it is until it's upon you.

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'

Thursday 7.10.14
Karin Risi is leading Vanguard's efforts to take on the 'robo' threat -- and the numbers are already on her side.

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

Thursday 6.26.14
John Thiel: People are looking for advisors who understand that the retirement conversation isn’t about a math equation.

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

Wednesday 6.18.14
Michael Kitces: Most of the Wall Street firms will be reluctant to bypass advisors and go direct to investors.

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'

Sunday 6.15.14
Robert Boslego: Commodity businesses have found that the benefits from hedging exceed the costs.

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

Wednesday 6.11.14
Mike Kitces: Social media has been so effective for all of my various businesses, that I've added several over the past few years just to handle the capacity.

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

Thursday 5.15.14
Lauren Schadle: Nothing has changed to accommodate MetLife.

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

Wednesday 4.23.14
Steve Lockshin: I wrote a big check.

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

Tuesday 4.8.14
Michael Kitces: There's very little other ongoing  'work' tied to blogging, once everything is set up.

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

Wednesday 1.15.14
Frank Troise says he sold his company for $6 million, signed on Loring Ward, The BAM Alliance and seven top hedge funds to receive his referrals.

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

Sunday 10.27.13
Joe Nation: CalPERS typically claims a much lower unfunded liability than actually exists--precisely because it assumes a higher-than-justified investment rate of return.

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

Wednesday 9.4.13
Esther Stearns:  I remain committed to that mission.

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

Tuesday 9.3.13
Meredith Lloyd Rice: [Fee proliferation] is a trend but the RIAs are still very distinctive in their attitudes and preferences.

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

Wednesday 8.7.13
Dan Sievert and Greg Friedman, who noted:I am basically the poster child for every problem in our industry.

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

Thursday 5.30.13
Bill Crager: The content race will be on and we'll open up a whole new competitive landscape for asset management.

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

Friday 5.10.13
Philip Palaveev: Client service expectations are ... more difficult to manage profitably.

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

Monday 4.29.13
Michael Kitces: We've sparred back and forth on a couple of things over the past few years.

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

Tuesday 4.16.13
Michael Goodman: If you are looking for a boondoggle, this isn’t it.

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

Tuesday 2.26.13
Bill Winterberg seems to have set off a social media ruckus with a timely tweet.

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

Thursday 1.31.13
Elliot Weissbluth: A few years ago we had this meeting with just 20 of us in our old headquarters in the basement eating deli sandwiches.

What happened when HighTower assembled its RIAs at Trump Tower
300 aggregated folks dined lavishly and heard Ed Viesturs; and those perks may have a deeper purpose

Tuesday 5.15.12
Pig ugly? The offending image on Betterment's blog post

After outcry, Betterment 86's (but not on purpose) a blog post inflaming advisors
BrightScope and Josh Brown lead charge against up-and-coming web-based investment management companies for their bad-itude against advisors

Friday 5.4.12
Michael Kitces: Now, I actually have a solution we can deliver.

Michael Kitces becomes partner at Pinnacle, ambassador for its new TAMP-like service
Pinnacle Advisor Solutions will provide outsourcing options as an arm of the wealth management firm

Wednesday 3.21.12

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