Articles tagged "Michael Kitces"
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When you actually have to register to become an RIA, how to do it and when you qualify to sign on
Kitces know the ways of the checklist-resistant but says the challenge of becoming a registered investment advisor is highly doable and can save an advisor money and time stuck in a morass
February 22, 2017 at 6:41 PM
Rekindling old feud, Michael Kitces blasts Betterment, if civilly, for stealth price hike and other shortcomings
The blogging phenom puts love-hate relationship with the New York robo phenom on display as he calls out Betterment's sustainability and growth-rate problems, but as a customer still sees more to love than hate
February 6, 2017 at 11:48 PM
Jon Stein unleashes elite RIA referral unit as crown jewel of grand Betterment plan to sell virtual fiduciary advice
Robo's CEO names Vanguard, Fidelity and Schwab as market-share targets of his advice offensive across the full spectrum of affluence
January 31, 2017 at 10:11 PM
Orion draws a record pack of hackers to Utah to code, bond -- and compete
From 7,000 feet above sea level, 90 RIA software types breathed thin air en route to zapping redundant portals
September 12, 2016 at 6:56 PM
Vanguard virtual RIA's growth rate plummets from 50% to 32% with a staggering consolation -- another $10 billion in AUM since January
Now at $41 billion, up from $31 billion six months before, Vanguard gorged on easy cannibalization but classic RIAs are also losing assets to the Malvern growth engine
August 2, 2016 at 9:30 PM
How RIAs took one approach to Brexit and asset managers another -- and why only the latter group has egg on its face
With the markets virtually even with a week ago, asset managers now need to contend with all those already shopworn webinar ideas that followed their inability to predict the Leave vote
June 30, 2016 at 8:09 PM
Betterment explains why its Brexit-sparked trading halt on Friday wasn't 'suspended' trading
The $4.8-billion robo-advisor frames its trading actions in terms of discretionary management of assets but the prerogative it asserts puts RIA clients in a tight spot
June 28, 2016 at 10:43 PM
As legal battle erupts between Bill Winterberg and Joel Bruckenstein, T3's allegedly wild profits from pay-for-play content get dragged into court of RIA opinion
In need of a partner when David Drucker retired, Bruckenstein brought in friendly rival Winterberg on a handshake coopetition deal; now Bruckenstein has Brian Hamburger defending him
June 2, 2016 at 6:39 PM
After her Stanford B-school classmates rip on FAs at reunion, a stung Min Zhang takes uber north to Pershing RIA event to hear out Kitces, Tibergien and Poirier on the topic
Mark Tibergien, Mike Kitces, Addepar CEO and others in San Francisco show pathway to capturing the hearts and savings of 'bankless' millennials
May 6, 2016 at 9:05 PM
Betterment informs RIA clients of new $2,400 license fee then cancels it, for now, after advisor blowback
During an intense 48-hour period and 'dozens' of conversations with RIA principals, Tom Kimberly capitulated to advisors who say the fee outstrips the features
April 29, 2016 at 8:48 PM
What to make of Peter Mallouk's sweeping deal with Tony Robbins -- and where the unlikely pairing goes from here
After deliberately relinquishing his cherished anonymity, the CEO of $18-billion AUM is using the Robbins deals as part of a larger charge from the bulrushes
April 5, 2016 at 3:58 AM
Michael Kitces blasts Investopedia for squeezing free advice out of RIAs and the advice super-site responds
The industry blogger says the routing of web traffic and its monetization works for the publication, not fo advisor practices
April 1, 2016 at 4:23 PM
Schwab gives Salesforce the heave-ho as hub of Intelligent Integration
150 RIAs are scrambling for a new CRM arrangement ahead of a July 31 drop-dead date as the San Francisco custodian unwinds the once exalted partnership
March 31, 2016 at 3:03 AM
After being jostled by a lawsuit, CFP Board makes bold play to inoculate itself against future ones
Due caution or paranoia? Either way, a sour whiff of FINRA self-protectionism pervades
March 25, 2016 at 9:32 PM
How Rob Francais is convincing RIAs to sign on the dotted line with Aspiriant -- no money down
The CEO of the $9 billion RIA grabbed nearly $1 billion of AUM from Hokanson and Glowacki with stock swaps
