Articles tagged "Michael Kitces"
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Michael Kitces and FPA enter uneasy truce after Kitces apologizes and FPA publishes its audited financials
Skip Schweiss played mediator after latest Kitces-FPA spat got nasty; Kitces used the word 'fraud' (albeit not alleged) in regard to what turned out to be a simple accounting change that outsiders couldn't see
April 4, 2019 at 2:57 AM
HiddenLevers' Raj Udeshi takes victory lap after nabbing Focus Financial account: 'We dropped a bomb in BlackRock's backyard;' But it's just a battle not the war, analysts say
The founder's analytics software firm had to beat out Aladdin but the reward is a doubling of assets and $1-million-plus contract
March 27, 2019 at 9:41 PM
Josh Brown launches by-and-for RIA event, Wealth/Stack, in Arizona but with pay-to-speak slots for sponsors
With partner Barry Ritholtz, he frontlines a technology-leaning gathering in Scottsdale but Inside ETFs owns/runs the event and vendors will gain their customary influence
March 26, 2019 at 12:02 AM
It took years to woo Bob Curtis to sell MoneyGuidePro but what Envestnet gets for its patience seem plenty worth it -- for both
The Fidelity-eMoney combination was a big success but a Yodlee-MGP pairing could turn the tide in the battle for the advisor desktop. Just don't call it 'competition'
March 16, 2019 at 2:04 AM
Schwab PortfolioCenter sale to Envestnet signals open season on 2,300 RIAs in the deal; Orion bags six; 'Why didn't Tamarac call me?' some ask
Whether you are Bridge, BlackDiamond, FinFolio or Morningstar, you are not sitting out this once-in-a-generation orphaning by a legacy giant of portfolio accounting software
March 7, 2019 at 1:59 AM
Michael Kitces names his price for RIAs to charge the other 80% of investors and it's a 1% fee but on income, not 1% on assets under management
The Columbia, Md.-based guru and entrepreneur sees a seminal shift in the industry -- and a life raft from dependence on the AUM fee model -- because a critical statistical mass of advisors are converging on a rate where consumers see value
February 14, 2019 at 11:39 PM
Funded to the teeth by RIAs, Michael Kitces and Alan Moore now have a second big play--modernizing plan payments--and broker-dealers are beating down the door
AdvicePay replaces paper checks and 60-day waits with ACH and credit card transactions for financial plans -- a concept validated by hundreds of their own XYPN advisors signing up
January 25, 2019 at 4:01 AM
Michael Kitces reveals 'crazy goal' of on-boarding 10,000 advisors and, yes, it may cause 'culture' problems
At his XYPN Conference, he reveals penchant for thinking big, failing almost never and reaching for the sky under Montana's Big Sky
October 3, 2018 at 6:14 PM
As many of his RIAs hit critical third year, Michael Kitces uses XYPN Live event to signal his startup's market power is catching up to his mind share
Blogger Kitces and co-founder Alan Moore get buy-in and growing success for hundreds of advisors betting on mass affluent investors
September 28, 2018 at 7:29 PM
Twitter war pits Josh 'Downtown' Brown against Michael Kitces over hush-hush issue: Do RIA custodians face Merrill-Lynch style conflicts over advisor custody fees?
Brown criticizes Merrill Lynch for moving cash out of money market accounts into banks; Kitces says RIAs are complicit in something just as bad
August 29, 2018 at 1:49 AM
Wild role swaps at InVest 2018 as Schwab recasts its engineers into micro teams and Acorns founder talks macro corporate partnerships
The giants like Fidelity, BlackRock and Envestnet come to get down with the innovators and the startups strut like giants
July 17, 2018 at 10:23 PM
Betterment turns to ex Mint and Schwab marketing exec Donna Wells to 'hack' back copycat robos and make its brand a household name
No longer the disruptive New York upstart, the $14 billion AUM robo is outgunned by institutional heavy-hitters -- a dynamic Donna Wells knows
July 12, 2018 at 6:12 PM
LPL Financial is latest to go the 'risk number' route by signing deal with LifeYield, which signed a Riskalyze deal in February
The Fort Mill, S.C.-based IBD will use the software to help advisors arbitrage between taxable and non-taxable accounts to minimize the bite of the IRS
May 30, 2018 at 8:14 PM
In robo-CEO vs. Twitter gadfly battle, it was no contest as Wealthfront's Andy Rachleff does 'ultimate flip-flop' without tweeting a reply
The $10-billion robo-advisor may weather 'PR nightmare' but not thanks to Rachleff's 'Vanguard' explanation, critics say
April 25, 2018 at 12:03 AM
Capital One flunks 'RIA' bid with stunning rapidity but gets an A for 'failing fast'
The McClean, Va.-based credit card company bought advisory firms, put a head-hunted Wells Fargo big shot in charge, hit the $10-billion mark -- then got the hell out
