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As companies inch closer to returning to the office, flexibility is key
Financial services companies have generally adopted remote work policies, but as offices reopen, the next issue becomes who is and isn't vaccinated.
Helping a client work through indecision
A widow couldn't decide whether to move to a condo or to a retirement community, as her children were urging. She was just stuck.
How to be a trusted adviser
Professional relationships are evolving. Consumers no longer want an expert proxy making decisions for them, they want a problem-solving partner who can guide them.
Rising inflation? No problem for fans of emergency cash
Financial advisers continue to recommend hefty cash reserves yielding almost nothing and losing ground to inflation, under the premise that safety trumps yield.
The more personal post-Covid client-adviser conversations
Advisers nearly universally agree that a return to office meetings is key, and that they must change
The latest in financial #AdviserTech — April 2021
The big news, announcements and underlying trends emerging in the world of technology solutions for financial advisers!
Facet Wealth subscription model poses threat to asset-based fees
The latest challenge to advisory fee models based on client assets is carving out a niche between robos and traditional financial planning.
How to help clients plan for health care costs in retirement
Advisers can utilize cutting-edge financial planning tools to help ease clients' concerns by showing them how they can save to cover medical expenses during retirement.
AdvicePay launches tool for enterprise oversight
AdvicePay, the payment tool co-founded by Michael Kitces, is trying to make it easier for large advisory firms to adopt different fee models.
Financial Gym takes on ‘old-school’ financial planning
Merrill Lynch alum creates a new service model to provide financial advice to the masses.
Retirement plan aggregator Captrust shores up wealth management business
With $600 billion in assets under advisement, Captrust has appointed a head of wealth management to lead the growing $24 billion under management business.
82% of Americans say Covid affected their retirement plans
A Fidelity study underscores the importance of financial planning, but reveals that the term means different things to people of different ages.
How advisers can win in an ever-evolving industry
Advisers who leverage the power of team-building, financial planning and offering advice in a fiduciary capacity will survive and thrive for decades to come.
Kitces to offer online education
First course helps advisers identify planning opportunities in tax returns.
Employment uncertainty tests financial plans
Investment advice may take back seat to financial wellness as advisers' clients worry about the state of the economy and the prospect of losing their job
‘Adoption is the next innovation’: Forecasting fintech in 2021 and beyond
The use of new technologies and solutions will mean fundamental shifts in the financial services industry
Morgan Stanley leaves pay plan mostly intact for 2021
But teams are staring at new hurdles tied to assets, financial plans and online brokerage
‘Everyone deserves access to financial planning’: Angela Pecoraro
Advicent’s CEO talks moving financial planning software downstream and the company’s internal program that retains female talent and leadership
Free financial planning apps enter the equation
The tools provided by big players like Fidelity and Schwab are a plus for investors just starting out, but what do they mean for smaller advisory firms?
Are financial planning apps the next fintech target?
Advisers have the advantage when it comes to creating plans, but several digital apps launched by major financial institutions are thriving
