Page 39 - Michael Kitces News Today : Breaking News, Live Updates & Top Stories | Vimarsana

The XY Planning Network cofounder discusses serving younger clients, the trading frenzy in individual stocks and cryptocurrencies, and the future of a fiduciary standard.

As financial planning continues to evolve and consolidate, the best way to stand out might be to focus on a specific target market or niche.

News, Vision & Voice for the Advisory Community The Malvern, Pa, manager of $7.5 trillion moves aggressively on Dallas metro area where its big rivals employ tens of thousands, showing Vanguard CEO Tim Buckley's faith in the RIA business model Comments Vanguard Group appears ready to make a major commitment to its Vanguard Personal Advisor Services robo (VPAS) by dramatically expanding its bolt-on human advisor contingent--in the backyard of its biggest competitors.  The Malvern, Pa, manager of $7.5 trillion-plus is eyeing a major expansion in the Dallas/Fort Worth area, where Charles S...

The Malvern, Pa, manager of $7.5 trillion moves aggressively on Dallas metro area where its big rivals employ tens of thousands, showing Vanguard CEO Tim Buckley's faith in the RIA business model

Link Copied When it comes to retirement planning, there are a few items that you can safely put in the “settled business” pile. In this era of ultra-low yields, for example, it’s a given that most retirees will need to have ample equity exposure if they want their portfolios to last. The current low-interest-rate environment also means that most retirees will need to derive some of their cash flows from trimming appreciated holdings rather than relying exclusively on income distributions to meet their living expenses. A shrinking share of retirees will be able to rely on pensions, which...