Michael Kitces News Today

Jeffrey Levine and The American College of Financial Services hope to help more financial advisors branch into the related but historically separate field.

There has been a high number of actions by Finra over a curious kind of advisor misconduct: Cheating for continuing education credits.

Here’s what you need to know about who gets charged and why, as well as when the fees can be waived.

The second full day of Wealth Management EDGE got spicy, with a "Hot Ones"-inspired conversation between Michael Kitces and Jason Pereira.

There could be consolidation among the largest RIAs, though it's hard to know when, according to a managing director with PE firm LightYear Capital

There is no surefire formula for planning for retirement, so aspiring retirees should expect the unexpected. Read more

Few investors use the words "cryptocurrency" and "retirement" in the same sentence. But as an asset class, it has plenty of bulls -- and history hasn't proven them wrong yet. Check Out: How Much...

Fee-based advisers want to manage as much money as possible and sometimes recommend drawing Social Security early and holding on to mortgages.

Listen in for an insightful and revealing look into advisors’ minds and what really makes them happy, based on data from the latest Kitces survey.

Fee-based advisers want to manage as much money as possible and sometimes recommend drawing Social Security early and holding on to mortgages.