Great opening day at the first Future Proof Citywide in South Beach. Michael Kitces and I had a great laugh over me wearing his signature blue.
March 17, 2025 at 1:36 AM
Great opening day at the first Future Proof Citywide in South Beach. Michael Kitces and I had a great laugh over me wearing his signature blue.
Thank you to Michael Kitces for inviting me to be a repeat guest on the Financial Advisor Success podcast to discuss how Ritholtz Wealth has built a Multi-Family Office for our largest client relationships.
www.kitces.com/blog/categor...
www.kitces.com/blog/categor...
January 30, 2026 at 4:22 PM
Thank you to Michael Kitces for inviting me to be a repeat guest on the Financial Advisor Success podcast to discuss how Ritholtz Wealth has built a Multi-Family Office for our largest client relationships.
www.kitces.com/blog/categor...
www.kitces.com/blog/categor...
lmao 10 financiers and kara swisher. sounds like a reservation at quince
February 12, 2026 at 10:13 PM
lmao 10 financiers and kara swisher. sounds like a reservation at quince
FYI financial advisors of Bluesky - I have it on authority that the current @michaelkitces.bsky.social account is a squatter, not the real Michael Kitces (who isn't on this site - yet). Block, report, etc.
March 10, 2025 at 3:54 PM
FYI financial advisors of Bluesky - I have it on authority that the current @michaelkitces.bsky.social account is a squatter, not the real Michael Kitces (who isn't on this site - yet). Block, report, etc.
Invista pensando no longo prazo. Não especule, mas não ignore as flutuações do mercado.
Michael Kitces
Michael Kitces
December 1, 2024 at 3:30 PM
Invista pensando no longo prazo. Não especule, mas não ignore as flutuações do mercado.
Michael Kitces
Michael Kitces
She has to wait until she is actually 70.5, according to Kitces www.kitces.com/blog/qualifi...
Rules To Do An IRA Qualified Charitable Distribution
Rules and requirements for doing a qualified charitable distribution (QCD) from an IRA to a public charity in order to satisfy the annual RMD obligation.
www.kitces.com
January 24, 2025 at 1:59 AM
She has to wait until she is actually 70.5, according to Kitces www.kitces.com/blog/qualifi...
I am very appreciative to the awesome team at Kitces.com that I got to work with. Y'all have built such an important platform in our industry and I am glad you are using it to help firms learn how to make our industry more reflective and fair.
Kitces.com - Advancing Knowledge in Financial Planning
Home of the Nerd's Eye View financial planning industry blog and The Kitces Report newsletter for IMCA and CFP CE credits, published by Michael Kitces.
Kitces.com
December 16, 2024 at 3:48 PM
I am very appreciative to the awesome team at Kitces.com that I got to work with. Y'all have built such an important platform in our industry and I am glad you are using it to help firms learn how to make our industry more reflective and fair.
Our numbers from the past year tell a compelling story.
As you plan for the year ahead, the question is simple: Are your systems built to support where you’re going next?
If growth, M&A, or #Salesforce optimization is on your roadmap, let’s connect. www.shellblack.com/contact/
As you plan for the year ahead, the question is simple: Are your systems built to support where you’re going next?
If growth, M&A, or #Salesforce optimization is on your roadmap, let’s connect. www.shellblack.com/contact/
![[shellblack logo]
Another Year of WealthTech Wins
Growing: 31 new wealth firms
Migrating: 44 M&A data conversion
Delivering: 68 Salesforce projects
Connecting: 6 RIA trade shows sponsored
Expanding: Second custodian client
Leading: Only Salesforce Partner on Kitces Service Map
[Salesforce Partner Since 2010 logo]](https://cdn.bsky.app/img/feed_thumbnail/plain/did:plc:jhtfqcatexozgtjan2nfzmjw/bafkreiboeikpw63ippzzxu3ysszfmwsk5c4rs6turanpjqbe5jlcfmznsu)
April 23, 2026 at 4:58 PM
Our numbers from the past year tell a compelling story.
As you plan for the year ahead, the question is simple: Are your systems built to support where you’re going next?
If growth, M&A, or #Salesforce optimization is on your roadmap, let’s connect. www.shellblack.com/contact/
As you plan for the year ahead, the question is simple: Are your systems built to support where you’re going next?
If growth, M&A, or #Salesforce optimization is on your roadmap, let’s connect. www.shellblack.com/contact/
Daily Update — Sept. 10: Tax Court Holds Form 872–M Consent Extends the Full BBA Adjustment Window
The Tax Court holds in Katanga Properties that a Form 872–M consent extends the entire BBA adjustment period, leaving the 330-day post-NOPPA mark no safe harbor. Plus Zollars on extension strategy,…
The Tax Court holds in Katanga Properties that a Form 872–M consent extends the entire BBA adjustment period, leaving the 330-day post-NOPPA mark no safe harbor. Plus Zollars on extension strategy,…
Daily Update — Sept. 10: Tax Court Holds Form 872–M Consent Extends the Full BBA Adjustment Window
The Tax Court holds in Katanga Properties that a Form 872–M consent extends the entire BBA adjustment period, leaving the 330-day post-NOPPA mark no safe harbor. Plus Zollars on extension strategy, La Torre Jeker on whether AI can supply reasonable cause against Form 3520 penalties, and Kitces on client directives you disagree with.
wealthstrategiesjournal.com
September 10, 2026 at 2:00 PM
Daily Update — Sept. 10: Tax Court Holds Form 872–M Consent Extends the Full BBA Adjustment Window
The Tax Court holds in Katanga Properties that a Form 872–M consent extends the entire BBA adjustment period, leaving the 330-day post-NOPPA mark no safe harbor. Plus Zollars on extension strategy,…
The Tax Court holds in Katanga Properties that a Form 872–M consent extends the entire BBA adjustment period, leaving the 330-day post-NOPPA mark no safe harbor. Plus Zollars on extension strategy,…
I have seen #Kitces suggest that Vanguard could use to resist revenue share asks from Schwab and Fidelity - the #Bogle move would be to charge it on their funds (only), and rebate 100% to end customer to drive them to eliminate #Vanguard #Altruist www.kitces.com/blog/the-lat...
The Latest In Financial #AdvisorTech (September 2026)
September 2026's AdvisorTech kicks off with news that Altruist has been acquired by Vanguard, representing a major shift for an RIA custodian.
www.kitces.com
September 7, 2026 at 8:49 PM
I have seen #Kitces suggest that Vanguard could use to resist revenue share asks from Schwab and Fidelity - the #Bogle move would be to charge it on their funds (only), and rebate 100% to end customer to drive them to eliminate #Vanguard #Altruist www.kitces.com/blog/the-lat...
Michael Kitces, Christine Benz, and Jason Zweig have been named the top 'Centers of Finfluence' in a new survey of 60+ financial professionals by Finfluential. Their shared trait? Decades of consistent, trusted voices in a crowded field. #Finfluential #FinancialMedia
July 24, 2026 at 5:03 PM
Michael Kitces, Christine Benz, and Jason Zweig have been named the top 'Centers of Finfluence' in a new survey of 60+ financial professionals by Finfluential. Their shared trait? Decades of consistent, trusted voices in a crowded field. #Finfluential #FinancialMedia
And as Michael Kitces says on his podcast, "Success means different things to different people."
Our use of money as a tool varies because what makes us happy and what we aspire to do with money differs from one person to another.
Our use of money as a tool varies because what makes us happy and what we aspire to do with money differs from one person to another.
June 27, 2025 at 10:46 AM
And as Michael Kitces says on his podcast, "Success means different things to different people."
Our use of money as a tool varies because what makes us happy and what we aspire to do with money differs from one person to another.
Our use of money as a tool varies because what makes us happy and what we aspire to do with money differs from one person to another.
Vanguard a menti à certains clients aux 🇺🇸 sur la structure de la rémunération variable des conseillers Personal Advisor Services. Montant de la transaction avec la SEC : 19,5 millions $.
Si même Vanguard ment à ses clients, c'est à désespérer.
Si même Vanguard ment à ses clients, c'est à désespérer.
Vanguard's $19.5M SEC Settlement Sparks Backlash From Kitces, Other Advisors
Advisors are frustrated after regulators said the firm failed to disclose advisor incentive pay.
www.fa-mag.com
September 3, 2025 at 9:18 AM
Vanguard a menti à certains clients aux 🇺🇸 sur la structure de la rémunération variable des conseillers Personal Advisor Services. Montant de la transaction avec la SEC : 19,5 millions $.
Si même Vanguard ment à ses clients, c'est à désespérer.
Si même Vanguard ment à ses clients, c'est à désespérer.
In 2016 they were told the market was too small. 10 years later. $1 billion in planning fees. 11 of the top 15 broker-dealers. 20,000 advisors. @Rethinking65 covers the @AdvicePay milestone.
rethinking65.com/advicepay-ce...
#FeeForService #FinancialAdvisors #Rethinking65
rethinking65.com/advicepay-ce...
#FeeForService #FinancialAdvisors #Rethinking65
AdvicePay Touts Fee-for-Service Planning's Evolution From Niche to Mainstream
The industry-transformative company is marking the 10th anniversary of its founding by Michael Kitces and Alan Moore.
rethinking65.com
May 14, 2026 at 1:30 PM
In 2016 they were told the market was too small. 10 years later. $1 billion in planning fees. 11 of the top 15 broker-dealers. 20,000 advisors. @Rethinking65 covers the @AdvicePay milestone.
rethinking65.com/advicepay-ce...
#FeeForService #FinancialAdvisors #Rethinking65
rethinking65.com/advicepay-ce...
#FeeForService #FinancialAdvisors #Rethinking65
Michael Kitces has a great article from 2009 about "Dynamic Asset Allocation and Safe Withdrawal Rates."
The wife and I retired this year, and have pared our risk exposure *way* back. I used this article as a reference when rebalancing our portfolios.
www.kitces.com/april-2009-i...
The wife and I retired this year, and have pared our risk exposure *way* back. I used this article as a reference when rebalancing our portfolios.
www.kitces.com/april-2009-i...
Kitces on Dynamic Asset Allocation & Safe Withdrawal Rates
The April 2009 Issue of The Kitces Report on "Dynamic Asset Allocation and Safe Withdrawal Rates" using Shiller CAPE.
www.kitces.com
November 5, 2025 at 11:16 PM
Michael Kitces has a great article from 2009 about "Dynamic Asset Allocation and Safe Withdrawal Rates."
The wife and I retired this year, and have pared our risk exposure *way* back. I used this article as a reference when rebalancing our portfolios.
www.kitces.com/april-2009-i...
The wife and I retired this year, and have pared our risk exposure *way* back. I used this article as a reference when rebalancing our portfolios.
www.kitces.com/april-2009-i...
Kitces & Carl Ep 156: How Are You Getting Value Out Of ChatGPT As A Financial Advisor? Since ...
https://www.kitces.com/blog/156-michael-kitces-carl-richards-chat-gpt-financial-advisor-ai-technology-tools/
#Kitces #& #Carl #Podcast #OPTIN: #Value #Of #Advice #(BAR) #OPTIN: #Value
Event Attributes
https://www.kitces.com/blog/156-michael-kitces-carl-richards-chat-gpt-financial-advisor-ai-technology-tools/
#Kitces #& #Carl #Podcast #OPTIN: #Value #Of #Advice #(BAR) #OPTIN: #Value
Event Attributes
How Are You Getting Value Out Of ChatGPT As AAdvisor?
In Kitces & Carl Podcast Ep 156, we discuss how advisors can look beyond engagement metrics to understand which services have the greatest impact.
www.kitces.com
January 29, 2025 at 7:42 AM
Citing the industry's vision to meet and serve more clients, Michael Kitces, chief financial planning nerd at spr.ly/63328BD9EPa, argues that the view of using artificial intelligence to boost client numbers is unrealistic and likely to cause burnout.
Michael Kitces Says AI Should Boost Quality Not Scale
Michael Kitces argues AI should enhance advice quality and save time rather than simply increase client numbers
spr.ly
June 24, 2026 at 11:00 PM
Citing the industry's vision to meet and serve more clients, Michael Kitces, chief financial planning nerd at spr.ly/63328BD9EPa, argues that the view of using artificial intelligence to boost client numbers is unrealistic and likely to cause burnout.
While downing increasingly spicier wings, Michael Kitces and Jason Pereira questioned the assumptions that AI's efficiency promises would balloon the number of advised clients.
Hot Takes: AI Will Improve Advice Quality Not Scale Says Kitces
At Wealth Management EDGE, Michael Kitces says AI will enhance financial planning depth and quality rather than increase the number of clients for advisors
spr.ly
June 10, 2026 at 10:00 PM
While downing increasingly spicier wings, Michael Kitces and Jason Pereira questioned the assumptions that AI's efficiency promises would balloon the number of advised clients.
The Financial Advisor FinTech Solutions Map compiled by Michael Kitces and Craig Iskowitz turns 8 years old this month.
The Future Of Wealthtech Is AI Integration And Connectivity
AI tools are transforming wealthtech with deeper integrations and smarter workflows that expand advisor capacity and streamline operations
spr.ly
April 20, 2026 at 5:39 PM
The Financial Advisor FinTech Solutions Map compiled by Michael Kitces and Craig Iskowitz turns 8 years old this month.
Financial advisors showed higher wellbeing than the overall population, and it’s tied to stronger business performance, according to new Kitces research.
Kitces Research: Advisor Wellbeing Improved in 2025
Financial advisors showed higher wellbeing than the overall population, and it’s tied to stronger business performance, according to new Kitces research.
spr.ly
March 9, 2026 at 5:44 PM
Financial advisors showed higher wellbeing than the overall population, and it’s tied to stronger business performance, according to new Kitces research.