Michael Kitces’ weekend reading for financial advisers
A wrap-up of the Labor Department's fiduciary hearings, analyzing how much income retirees really need, and the rest of the week's must-reads for advisers.
Michael Kitces’ weekend reading for financial advisers
Pimco gets put on notice, the latest twist in the CFP Board-Camarda battle, and the rest of the week's must-reads for advisers
Michael Kitces’ weekend reading for financial advisers
Analyzing the Camarda vs CFP Board dismissal, Schwab staffing up, and more adviser must-reads
Notable adviser software tools that debuted at T3
What valuable adviser technology tools made their debut at the recent T3 2014 conference? Michael Kitces breaks down the four new offerings generating the most buzz.
A four-way duel among robo-adviser biz models: Which is best?
Breaking down the big categories of online financial advice including what they offer and how much it costs.
Are broker-dealers about to turn the tables on social media?
The tables are starting to turn. Recognizing the growing impact of (and interest in) social media for advisers, broker-dealer compliance departments have been relaxing their grip, according to Michael Kitces, and that could be bad news for RIAs.
Tweets from the top: Small RIAs rule social media
A look at the landscape for adviser social media makes it clear that the active early adopters have…
Robo-adviser Wealthfront grows, but is it mainstream or just a niche?
At these sizes, it becomes increasingly difficult to ignore the strides that robo-advisers are making.
Windows 8.1 for financial advisers: probably time to upgrade
Microsoft has released its first major update for Windows 8 with a slew of fixes intended to improve features and address many usability issues and concerns with the original release. Is it time to make a change?
<b>TECH TALK:</b> 3 ways to improve productivity on the road
Tech guru and road warrior Michael Kitces has been forced to figure out how to maintain productivity on the road. Check out the top tools and techniques that help him stay connected, effective and efficient.