Michael E. Kitces

About the Author

Michael E. Kitces

Michael E. Kitces, MSFS, MTAX, CFP, CLU, ChFC, is the director of research for Pinnacle Advisory Group, a private wealth management firm located in Columbia, Md., that oversees approximately $1 billion of client assets. He is the publisher of the e-newsletter The Kitces Report and the blog Nerd’s Eye View through his website www.Kitces.com. Kitces is also one of the 2010 recipients of the Financial Planning Association’s “Heart of Financial Planning” awards for his dedication to advancing the financial planning profession. Follow Kitces on Twitter at @MichaelKitces.

• Is the Advisor Succession Crisis Just a Mirage? The Implications

  By Michael E. Kitces  |  December 12, 2012

  The advisor retirement wave may not be nearly as large as anticipated. A look at exit strategies for advisors, including some alternatives.

• Is Advisor Succession Crisis Just a Mirage? Looking at the Trends

  By Michael E. Kitces  |  December 11, 2012

  The advisor retirement wave may not be nearly as large as anticipated. Is there really a near-term succession planning crisis looming for advisors, or just a distant exit planning problem?

• What’s the Difference? IMCA Defines Wealth Management vs. Financial Planning

  By Michael E. Kitces  |  November 26, 2012

  Survey finds "wealth manager" is far more than just a fancy label for advice.

• Are CFP Board Leadership Resignations a Weakness or Strength? Pt. 2

  By Michael E. Kitces  |  November 12, 2012

  The financial planning community was stunned by the announcement that Alan Goldfarb resigned.

• Are CFP Board Leadership Resignations a Weakness or Strength? Pt. 1

  By Michael E. Kitces  |  November 9, 2012

  The financial planning community was stunned by the announcement that Alan Goldfarb resigned.

• Is Risk of More Expensive LTC Insurance Rising or Falling? Pt. 2

  By Michael E. Kitces  |  November 1, 2012

  Although the popular press has widely blamed rising long-term care insurance premiums on "unexpected" claims, the reality is that the rising cost of care has played only a limited role.

• Is Risk of More Expensive LTC Insurance Rising or Falling? Pt. 1

  By Michael E. Kitces  |  October 25, 2012

  As the LTC insurance industry continues to suffer, planners and clients have both become increasingly skeptical about LTC insurance.

• How Many Financial Planning Relationships Can You Really Have?

  By Michael E. Kitces  |  October 8, 2012

  As financial planning grows more efficient, it becomes possible for planners to manage an increasingly large number of clients—or does it?

• Do New Financial Planners Focus Too Much on a Partnership Career Track? Part 2

  By Michael E. Kitces  |  September 28, 2012

  As long as the only track to a higher income is partnership, there's just no way to tell who's actually going to be a good partner.

• Do New Financial Planners Focus Too Much on a Partnership Career Track?

  By Michael E. Kitces  |  September 24, 2012

  Ultimately, the reality may be that only a few newer planners really have the inclination to be a partner.